Active Chartered Financial Planners
Initial consultation free
Independent
Chartered Financial Planners for You and Your Business.
Planning Today, To Secure Your Financial Tomorrow
#TheClearAdvantage
We can advise you on
Clients
helped
39helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MRS Liza Pontone FPFS Cert CII (MP)
Chartered Financial Planner
MR Karl Nendick
Director & Independent Financial Adviser
MRS Claire Davison Dip FA
Independent Financial Adviser
MR Andrew Gilmore FPFS Cert CII (MP & ER)
Chartered Financial Planner
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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