Clear Solutions Wealth and Tax Management

Independent Financial Adviser  Chatsworth Court, Hilton, Derbyshire, DE65 5GE
First meeting at adviser's own cost
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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Equity release
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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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Critical illness
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Income protection insurance
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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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Corporate pension
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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 risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR Stephen Jones FPFS CFP Chartered Financial Adviser
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Accreditations
Chartered Financial Planner
About us

individual and corporate financial planning advice provided for clients who wish to develop a long term professional relationship. Objective assistance to clarify their financial situation and assistance in planning and monitoring progress towards their defined goals. Modus operandi, services and charges supplied at a free initial consultation. Meetings at your office/home available if preferred.

Our services

If you want to understand your options, how much it will cost and have a clear recommendation in straight forward English then we do that really well.

Where to find us
Head office address: Chatsworth Court, Alpha House, Uttoxeter Road, Hilton, Derbyshire, DE65 5GE
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
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
9.0/10
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FCA authorised
Last authorised 22nd February 2021

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