6 results found
Address: West End Road, Kempston, Bedford MK43 8RU, United Kingdom
Phone: +44 1234 853395
Website: clearvisionfp.co.uk
“Having initially been concerned about self-assessment tax 'going digital' Claire was very reassuring. She provided exactly the information I needed, gave impartial advice and tailored all her advice to my circumstances.”
Address: 26 Halsey Road, Kempston, Bedford MK42 8AT, United Kingdom
Phone: +44 7903 007624
Website: addisonaccounts.co.uk
Address: 34 Box End Road, Kempston, Bedford MK43 8RR, United Kingdom
Phone: +44 1234 817908
Website: vasaccounting.co.uk
Address: 2 Railton Road, Kempston, Bedford MK42 7PN, United Kingdom
Phone: +44 1234 841842
Website: hwca.com
“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.”