Clear Financial Advice Ltd Park Road, Banstead SM7 3BT
About the Business
Clear Financial Advice Ltd is a premier establishment providing top-notch financial services to clients in the United Kingdom. Our office is located at the Castle House, Park Rd in Banstead, Surrey, and serves as a hub for all our finance related activities.
Our team comprises of experienced and knowledgeable financial experts who strive to offer personalized and professional advice to each client. Whether you're an individual looking for sound financial advice or a business owner seeking to manage your finances more efficiently, Clear Financial Advice has the expertise and skills to guide you through.
We understand that each client's financial needs and circumstances are unique. Hence, we offer tailor-made solutions to provide the best possible outcomes. Our extensive range of services includes retirement planning, investment planning, tax planning, wealth management, insurance, and much more.
At Clear Financial Advice Ltd, our primary focus is on our clients' financial well-being. We aim to build long-lasting relationships by providing exceptional service, support, and advice. Our clients' satisfaction is our top priority, and we pride ourselves on exceeding their expectations.
If you're looking for a reliable financial advisor, look no further. Get in touch with us today and let us help you make informed financial decisions. Visit our office at Castle House, Park Rd in Banstead, Surrey, or call us on 44 (0)1737 223 310 to schedule an appointment. Clear Financial Advice Ltd is an established finance point of interest that you can trust.
Photos
Location & Phone number
Castle House, Park Rd, Banstead SM7 3BT, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We have recently had an excellent experience with Jo Hillier one of the senior financial advisors. Jo worked diligently on our behalf over an extended period of time to help us obtain our Equity Release mortgage in very difficult times. We could not have been in better hands. We have known Jo for the last 4 years and every time she has stepped up to the plate and given us excellent personal, friendly and re assuring service. We would highly recommend Jo and we will certainly be using Jo's services again in the future. We can not say enough positive things about Jo. Jo is a true asset to Clear Financial Advice Laurie & Pamela Joslin"
"My husband and I have had an investment portfolio with clear Financial for a number of years. We have been impressed with the level of service, regular communication, jargon free on-going advice and in recent financially turbulent times, we still have a healthy portfolio. Professional well trained staff available to answer any number of questions. From initially two nervous investors we know we're in safe hands with Clear Financial Advice. Thoroughly recommended."
"Clear Financial Advice Ltd has handled all my financial affairs for 20 years. I have always found them extremely professional and approachable. I have complete trust in their ability to look after my investments which they have proven time and time again. I highly recommend this Company and consider myself very fortunate to be one of their Clients."
"I met with John from Clear Financial Advice to discuss my current financial position and future plans. We talked through the options regarding up-sizing from a flat to a house, life insurance with income protection and pension planning. This was the first time I've seen a financial planner so didn't know what to expect but John was very knowledgeable and easy to talk to."
"We deal with John Donnelly at Clear Finance and find him very professional and considerate of our needs. We receive regular contact and independent advice tailored to our requests and would not hesitate to recommend him and the company."
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