Clear Solutions Wealth & Tax Management Ltd

Independent Financial Adviser  Clear Solutions (Financial Planning) Ltd, West Midlands, B1 3HS
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FCA authorised
Last authorised 8th August 2022
We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
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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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
Meet our advisers
MR Stephen Jones FPFS CFP Chartered Financial Adviser
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
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    Online (Live chat, video, email)
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    Face to face

Clear Solutions (Financial Planning) Ltd, The Argent Centre, 60 Frederick Street, West Midlands, B1 3HS

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