Clear Financial Advice Ltd
We provide financial planning advice, without limitations to individuals and organisations, supporting them to achieve their ambition both today and throughout their lives
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 14th September 2020
What our clients say
Our finances were a mess. We had put small amounts of money into so many different places over the years we had no idea what was where. John sorted everything out, found us the best place to put our funds and in one, fell swoop sorted our retirement for us. Can not recommend him and his team (Leonie take a bow) highly enough.
John has provided great financial advice, and proven to be very effective and competent, especially with pensions . He is also an effective listener (a rare quality), polite, enthusiastic and trustworthy.
John provided me with excellent guidance regarding my pensions and some inheritance money I received. He also put me in touch with someone to advise me on personal tax. John is very friendly and personable, and everything was explained in detail but also in a way that I could understand. I trust his decisions and his team is efficient. Highly recommended.
John is a highly skilled and thorough financial adviser, with extensive knowledge of investment opportunities. His helpful guidance follows his careful preparation and understanding of his clients' circumstances and goals; resulting in clear and relevant portfolios. A very friendly chap to deal with, too!
I got excellent pension advice and guidance from John who explained my options clearly and thoroughly. I felt the advice I was given was very fair and that I was guided towards the right option for me. I would highly recommend John and team.
John provided excellent advice on my father's pension options. His assessment was put together at very short notice but provided a clear and detailed analysis of the options. We were very reassured by the attention to detail and his ability to summarize what were, to us, very complex financial products. He was friendly and professional and I wouldn't hesitate to recommend him to others.
From the moment I sat with John to discuss my mortgage and financial plans I was completely reassured due to his professional manner and clear subject expertise. He was patient and explained everything clearly, and there was never any pressure to take a certain product or course of action. I have recommended him to my friends who have also been very impressed with his manner and skill.
I have dealt with Clear for many years and most recently with John Donnelly for all my pension and financial advice. I have found them both to be very professional and knowledgeable and I would highly recommend them.
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.
I met with John Donnelly to discuss my finances, with a focus on buying a house. He listened, asked insightful questions and advised me on ways in which I can make it happen. I recommend him to anybody wanting a trustworthy, knowledgeable and kind financial advisor.
Clear Financial Advice Limited was established in 1991 by the current Managing Director Barry Greening, previously known as Greenridge, the change to the Clear Financial Advice brand was made in 2007 in order to reflect the ethos of the company in giving clear, concise and honest advice to its clients.
Having been established for over 30 years, and with many long standing clients, new clients can feel confident that they are making the right choice when selecting Clear Financial Advice Limited to act for them. Most people come to Clear Financial Advice via recommendations from other clients and professionals, again reflecting the excellent long term reputation of the company.
With over 30 years’ experience, Clear Financial Advice Limited are superbly placed to help you with your financial plan for life. Wherever you are in life and whatever your circumstances, we believe you should have a financial plan that suits you.
We work proactively with you to create your bespoke plan. Whether you are building assets or protecting them we offer the right advice and ensure that your ‘Plan for Life’ gives you the best security and protection.
You can be sure that we will provide you with the advice and products best suited to you; it’s why so many of our clients rely on us year after year.
Where to find us
Head office address: Suite J, Castle House, Banstead, Surrey, SM7 3BT
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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