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Decades of experience.
One common goal.
We are proud to be trusted by business owners and successful professionals who recognise the value of having a financial advice expert on their side.
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Our Vision:
We want our clients to be able to live the life they desire, safeguard their families, feel confident about their finances and align their money with their values.
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Our Mission:
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To channel our financial expertise into:
• Helping people invest their finances in a way which meets their personal values
• Maximising the potential of the finances our clients have available
• Enabling people to feel confident in handling their financial affairs
• Offering trustworthy and reliable advice and high-quality service
• Never making any financial recommendations that we wouldn’t make to our families
We will responsibly use our power as a company to:
• Support our staff to continually develop their professional skills in a way that maximises their individual potential
• Support our local communities in meeting the financial needs of their members and residents
• Promote financial literacy within our local community
• Reduce our direct and indirect impact upon the environment so it’s as negligible as is possible
• Share our knowledge and experience to encourage other companies to reduce their environmental impact
Our Values:
A commitment to:
Providing transparent and trustworthy advice and high-quality service that puts helping our clients achieve their life goals at the heart of what we do.
Reducing our own impact upon the environment as much as is within our power to do so.
Making a positive difference for our local community through using our specialist knowledge and expertise.
Supporting our local economy and using local suppliers whenever possible.
Treating our staff fairly, helping them achieve a good work-life balance and to developing their professional skills.
Doing what we feasibly can to help create a better way of doing things, both internally and externally
Simon Evans
Director & Financial Planner
Simon has worked in the industry for over a decade including time at a leading Wealth Management company in London, where he gained valuable experience and qualified as a Chartered Financial Planner. Having moved back to Gloucestershire with his wife in 2017, Simon and the team are committed to building long-lasting relationships with both new and existing clients. Simon’s vision that the business would become B Corp Certified as part of its continuing development and commitment to its clients, staff, local community and the environment was achieved in 2024. Outside of work, Simon enjoys spending time with his young family and watching a number of sports, including supporting his beloved Cheltenham Town Football Club.
Michelle Morgan
Financial Planner
Michelle has worked with Simon since 2019 and has 20 years’ worth of experience in the industry. Michelle is one exam away from becoming a Chartered Financial Planner and is enjoying the variety that the role of advising both new and existing client Clear Future Financial Planners is providing. Away from the office, Michelle keeps busy looking after her two young children and, when time permits, enjoys running, cycling and taking part in charity events.
Serena Reeves
Technical Adminstrator
Serena joined Michelle and Simon in late 2021 with 8 years of experience supporting financial advisers. She relishes a challenge and has progressed through the Diploma exams at an impressive pace, with just one exam to go before becoming qualified. Serena is excited to be part of the Clear Future FP team and is invaluable in the advice process. Homelife with two young children keeps Serena on her toes. In the moments of calm, she loves to read and enjoys time in the kitchen cooking, particularly baking treats to enjoy. She is also partial to running off to the gym if the opportunity presents, for some peace and quiet.
We're supported by:
Karen Malin
Compliance Support
Sasha Wakefield
Paraplanner
Jessica Smith-Burrows
Paraplanner
Jerri Ryder
Virtual Assistant
Sarah Challenor
Administration Support
Helen Winslow
HR & Operations
We're Independent Financial Advisers.
This means that we're not tied to any product provider or restricted in any way. We can therefore search the whole of the market for the best solution for you, and there are no conflicts of interest in the solutions that we recommend to you.
Why should you work with us?
We love getting to know our clients and building long-lasting relationships with them. Here are some reasons why you should work with our team:
We care about our clients. We take great joy in seeing the positive impact on work can have on our clients’ lives. We are also there to support you and your family during the tough times.
We focus on you. We get to know you and establish what is important to you. We then build a plan centred around your priorities – your money is simply a tool to help you achieve.
We won’t give predictions about markets. We focus on matters we can control to build your future and will work together to manage the risks that could knock you off your path.
We’re transparent. We will explain fully all charges and costs involved prior to you engaging with us. We will also explain our fees each year to ensure that you are fully aware of the costs of our ongoing service.
Are you a team player?
We're always on the lookout to continuously improve our team. If you think you've got what it takes, please get in touch below.
