At our first meeting. Stephen took the time to listen and asked questions as to what were my financial objectives and importantly what I wanted to achieve from financial advice. From this initial meeting, Stephen and his team conducted a very detailed financial review, which highlighted positives, questions and potential challenges. Importantly throughout the whole process Stephen was very objective, asked the hard questions, whilst at the same time being supportive. I now have in place a very clear financial and retirement plan with choices.
Contacts & Location
π Address: Hilton, Derby DE65 5GE, United Kingdom
π Phone: +44 1283 730080
π Website: clearsolutionsifa.co.uk
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Reviews
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Colin Stokes β β β β β
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Rob B β β β β β
We contacted Stephen for professional advice on pension planning after some online research using the GOV.UK Pension Wise website. The review process was extremely thorough, very informative and completely customised to our particular individual circumstances. We found Stephen to be approachable, friendly and very well informed. His advice was honest and candid, clearly presented and easily understood. At all times we felt Stephen had our best interests in mind. We have been entirely satisfied with the service provided by Stephen and his team and will continue to use Clear Solutions Wealth & Tax Management Ltd for our ongoing financial planning. If you are looking for financial advice then Stephen can definitely help you.
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Sloane & Sons β β β β β
Stephen and his team are superb. They always have your best interests at heart.
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Stuart Walton β β β β β
Cash management and the investment of cash balances is one of the hardest things that people have to manage for their personal or business circumstances. Getting sensible advice which leads to a protected return above the average is not easy to find. Clear Solutions cash management system is a real boon for us wanting to get clear and unambiguous advice, which is constantly updated and generates above average returns. It is simple a clicking a link on the website and generating some scenarios. If you want to know more get in touch with the Clear Solutions team today - you won't regret it!
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Sue Hicks β β β β β
If you are looking to invest your cash and need advice and a secure financial plan for the future then Clear Solutions are the place to go. I have met with Stephen on numerous occasions and found him to be extremely knowledgeable, totally up to date with current Financial issues and very clear talking with regard to future planning. Sue, Derby.
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Laverne King β β β β β
Stephen and his team are an extremely efficient professional team who are very approachable. Their approach to understand our financial needs is very thorough. Stephen clearly has a very good understanding of the financial markets and acts with integrity at all times, more importantly he put you at ease and ensure youβre 100% clear with everything he suggest; warts and all. Easily the best financial adviser Iβve ever met. Mrs Laverne King - Planning for my retirement
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FAQs
What is the address of Clear Solutions Wealth & Tax Management Ltd?
Clear Solutions Wealth & Tax Management Ltd is located at Hilton, Derby DE65 5GE, United Kingdom
What is the phone number of Clear Solutions Wealth & Tax Management Ltd?
You can contact Clear Solutions Wealth & Tax Management Ltd at +44 1283 730080
How can I get to Clear Solutions Wealth & Tax Management Ltd?
You can find directions to Clear Solutions Wealth & Tax Management Ltd by following this map link