Matthew has been hugely helpful in supporting us creating an appropriate financial plan and asking questions to help guide us to a highly personalised solution. Our discussions are usually good fun too! How often can you say that about financial planning!
Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no idea when we could afford to retire. Using their unique software and market knowledge they were able to put together a tailor-made financial plan to optimise our savings and pensions whilst improving our tax efficiency. Thanks to the detailed analysis of our financial situation, I had the confidence to take Voluntary Redundancy when the opportunity arose and retired at 56. The Retirement Planning will also enable my husband to retire at 60 whilst providing an income that will not compromise the life style we desire. Matthew was able to help us understand what additional steps would be required to either increase our future income or retire earlier, if preferred, whilst personalising investments to suit our own risk preferences. Matthew facilitated our ability to see what retirement would look like for us, until that point we were only focusing on not working, rather than how and what we wanted to do when we have more time. We would have no hesitation in recommending their services, in fact we already have.
We were looking for a financial advisor to help us plan financially for our post retirement. Over time we had accumulated pension pots and savings but not formally planned for our retirement. Matt advised us to set lifestyle objectives and carry out a financial risk assessment before devising a suitable financial strategy and plan. We have fully implemented that plan. We wanted a financial advisor we could fully engage with and Matt is extremely personable as well as highly knowledgeable on all aspects of financial planning and management. He regularly keeps in touch with us. We have happily recommended Matt to others, including friends and family.
Have been a client for 5 years and have had very positive help and advice.
Clear Vision Financial Planning is located at Unit 6, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, UK
You can contact Clear Vision Financial Planning at +44 1234 853395
You can find directions to Clear Vision Financial Planning by following this map link