Clear Vision Financial Planning Ltd

Independent Financial Adviser Unit 6, Rushey Ford Business Park, West End Road, Kempston, Bedfordshire, MK43 8RU
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th December 2018
Chartered and Certified Independent Financial Planner helping business owners, people retiring and solicitors to live the life they want.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
Matthew Aitchison BA (Hons) APFS
Chartered & Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Matt has taken great care to understand us and our concerns, and then tailor a plan to help us manage our finances and ensure we have a comfortable retirement. Our annual reviews with Matt are reassuring, and we can change plans according to circumstances. As well as being highly qualified in his field, he is very approachable, professional and efficient.
Mrs E, Milton Keynes
Clear Vision have given me increased peace of mind when it comes to making what seem like complex (to me!) pension decisions. Life after retirement now seems less daunting.
Carol, Baldock
Matt provides a professional and friendly service. His advice has helped me to achieve a comfortable retirement. He is clear where he can offer advice and you know that that can be trusted.
Mrs B, Great Shelford
Since using Clear Vision, I have an increased level of confidence that I am making the right investment decisions to secure a comfortable retirement. The water seems a lot less muddy than it was.
Michael, Leighton Buzzard
My wife and I have been using Matthew Aitchison of Clear Vision as our IFA since early 2014. His reports are clear and frequent and his client care second to none. I have been very pleased with the advice given and with the charging structure he uses, which is very competitive. I would not hesitate in recommending him.
Guy, Stourport On Severn
Where to find us

Unit 6, Rushey Ford Business Park, West End Road, Kempston, Bedfordshire, MK43 8RU

Contact us
About us

We are an independent financial planning firm based in Kempston, Bedfordshire.

Our Chartered Financial Planner, Matthew Aitchison, has worked in financial services for over 13 years.

As Financial Planners, our approach is to focus on you; your hopes, dreams and concerns. We then recommend financial solutions that will help you to achieve your goals. All that’s left for you to do is get on with living the life you want to live.

Over time, we have developed an in-depth knowledge of working with certain types of people. The people we work with will usually fall under one of the following three categories:

• People planning for retirement: If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help.

• Business owners: If you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.

• Solicitors: If you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.

Our services

• We are Financial Planners: We focus on you before your money and ensure that we think strategically, putting a plan in place to ensure you achieve your objectives.

• We are experts: Matthew’s commitment to professional development has seen him achieve both Chartered (CII) and Certified (CISI) status. He is among a small number of financial professionals in the UK who have achieved both.

• We are local: We are based in Kempston and work from a fully-modernised barn conversion. We find that the rural location is perfect for ensuring our client meetings are relaxed.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Compliance

Clear Vision Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 07514108. Registered Office: Unit 6, Rushey Form Business Park West End Road, Kempston, Bedford, England, MK43 8RU.

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