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  11. Clear Financial Advice Ltd

Clear Financial Advice Ltd

Independent Financial Adviser  Suite J, Banstead, SM7 3BT
First meeting at adviser's own cost
We provide financial planning advice, without limitations to individuals and organisations, supporting them to achieve their ambition both today and throughout their lives. Enquire today and start developing your financial plan for life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Corporate pension
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Employee benefits
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Group ISA
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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
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Long term care
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Response rating
9.5/10
phone Show number
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr John Donnelly
Mr Barry Greening
Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Richard Framp
Financial Advisor

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dean McCarthy
Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

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.

Our services

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, SM7 3BT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.5/10
phone Show number
check
FCA authorised
Last authorised 22nd February 2021

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