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
7.0/10
FCA verified
13th August 2018
Chartered and Certified Financial Planner specialising in helping clients 5-10 years from retirement design and 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
We spoke to other advisers but opted for Matthew as he was very personable, a good listener and had a very easy approach. He gave us advice tailored to our specific needs which he had already researched by his careful questioning. We have already recommended him to a friend and have no hesitation in recommending him to others.
Mr & Mrs C, Bedfordshire
Matthew has been my trusted adviser for several years. He has a calm, considered professional manner and is a pleasure to deal with. Always giving of his time, I feel highly valued. I particularly appreciate his proactive approach and I have the confidence of knowing he is able to provide totally independent and bespoke guidance for my own requirements.
Mr G, Northamptonshire
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.
Mr H, Cambridgeshire
Where to find us
About us

We are an independent financial planning firm based just outside Bedford.

We work differently to traditional financial advisers. We believe that financial planning isn’t about pensions, investments or tax planning; these are just tools in delivering the future our clients want.

Our clients come in all shapes and sizes, however, they all have goals and aspirations that they want to achieve. Typically you will either be approaching retirement (from 10 years out to retiring within the next 6 months), or already retired. You would like to bring structure to your financial affairs and ensure they are efficient. Most importantly you will want to ensure that you, and your family, will be able to live the life that you want.

We work with all of our client on a long-term basis to ensure that their strategy remains relevant and on track.

We only work with clients where we believe we can add real value.

Our services

Our service is designed to help you identify the life you want to live, establish how to get there and then make it happen.

We will work very closely with you to really get to know you and to help you establish exactly what you want to achieve in your life, including your future lifestyle. We then design a strategy to match your financial resources to your goals and aspirations.

Once the strategy is agreed we action it and then manage it on an ongoing basis, ensuring it always remains on track and relevant to your goals.

Advice methods
  • icons
    Face to face
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

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Awards: -Financial Adviser of the Year 2016 -Corporate Responsibility Award 2016