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Financial Services Provided

Pensions Advice

We help you maximise your pensions and ensure that they are working hard for you. We advise on workplace and personal pensions and SIPPs, outlining their pros and cons while discussing your options with you. We’ll agree on a plan moving forwards to enable you to utilise your pensions tax efficiently so that you can enjoy your retirement.

Investment Advice

We will discuss your goals and build a financial plan accordingly, ensuring your assets are invested tax efficiently and in line with you values. We will discuss how much risk you want to take, but also how much you need and are able to take. We advise on Stocks and Shares ISAs, General Investment Accounts and Investment Bonds, together with EIS/VCTs.

Insurance Advice

We advise on Life Assurance, Critical Illness and Income Protection, as well as whole of life polices. For business owners, we can discuss Key Person Insurance, Partnership Protection and Shareholder Protection to ensure your business isn’t exposed to unnecessary risk.

Protection Advice

We believe that protecting your family against an accident, illness or death is vital in ensuring your financial plan remains on course. We will establish your personal, working and family situations and will provide our advice to ensure you are fully protected. We advise on Life Assurance, Critical Illness, Income Protection and Business Protection.

ESG investments Advice

Dedicated to a Sustainable Future: Discover how our ESG investments advice can align your financial goals with your values. Let us guide you towards a prosperous tomorrow while making a positive impact today.

Sustainable Investing

We understand that many people are concerned about the impact their lives have on the planet and want to align their pensions and investments with their values. We classify this area as ESG investing (Environmental, Social and Governance) and believe our responsible, pragmatic approach will result in a cleaner, safer and healthier world.
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Business financial planning

Our expert financial planning services cater to your company's unique needs, ensuring optimized strategies for growth, sustainability, and profitability. Partner with us for a secure financial future

Business exit strategy planning

Seamless Transitions, Brighter Futures: Explore our tailored business exit strategy planning services designed to maximize value and ensure a smooth transition. Prepare for your next chapter with confidence and expertise by your side.

Family protection

Securing Your Legacy, Protecting Your Loved Ones: Our comprehensive family protection services are crafted to safeguard your assets and ensure a stable financial future for your loved ones. Take the first step towards peace of mind with our personalized solutions.
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Clear Future Financial Planners Ltd is authorised and regulated by the Financial Conduct Authority no.945007. The website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Clear Future Financial Planners Ltd is registered in England & Wales no. 13020766. Registered Office at Suite C, The Old Dutch Barn, Westend, Stonehouse, Gloucestershire, GL10 3GE

© 2024 Clear Future Financial Planners – All rights Reserved.