Clear Financial Advice Ltd

Independent Financial Adviser  Suite J, Banstead, Surrey, 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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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
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
John Donnelly
Barry Greening
Financial Advisor

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

Dean McCarthy
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.

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.
Jacqui and Colin Higgins, Banstead
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.
Stephen Marshall, London
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.
Steven Marr, London
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.
Alice Oates, London
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.
Joe Coyne, London
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.
Susan Elliot, London
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!
Ian Johnson, Banstead
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.
Lindsay Campbell-Peat, London
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.
Roger Dentoni, London
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.
Mariana Leeves, Banstead
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, Surrey, SM7 3BT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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