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.

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.

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 Unit 9 Davy Way, Quedgeley, Gloucester, England, GL2 2AQ.

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