Clear Solutions Wealth & Tax Management Ltd

Independent Financial Adviser Clear Solutions (Financial Planning) Ltd, The Argent Centre, 60 Frederick Street, West Midlands, Birmingham, B1 3HS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Stephen Jones FPFS CFP Chartered Financial Adviser
Managing Director
Accreditations
Chartered Financial Planner
Where to find us

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

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

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