A Transparent Financial Solution

Independent Financial Adviser  Transparent, Flint, Flintshire, CH6 5AE
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FCA authorised
Last authorised 17th February 2020
Providing clear, easy to understand advise it at the heart of what we do.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Rob Roberts
Director/Financial Advisor
Sam Winn
Director / Mortgage and Protection Adviser
About us

We offer clear, easy to understand advice on a wide rage of financial services from mortgages and insurances to investment management and holistic planning.
Our management team has over 40 years experience in the financial services industry and have obtained high levels of professional qualifications. We have the experience and knowledge to provide the advise you need.
Speak to us or drop in for a coffee to discuss your aspirations for the future and we can start building a plan to make it happen.

Our services

We provide our clients with a transparent, clear view of their circumstances, working with them by understanding where they are now and where they want to be. By taking control and setting realistic and achievable goals, we are able to help our clients meet their financial objectives.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Transparent, 16 Church Street, Flintshire, Flint, CH6 5AE

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