ClearPlan Financial Services Ltd

Independent Financial Adviser 101 Newcastle Road, Congleton, CW12 4HL
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Michael Meech
Chartered Financial Planner
Chartered Financial Planner
What our clients say
When dealing with Michael and the team at Clear Plan, I felt that I was getting a clear idea of where I wanted to be in life. The team helped me identify areas in life I had not considered and options that I didn't know about. I found everything about the service provided to be executed well and would be happy to recommend this company to others.
Ade, Stoke
Having spoken to other financial advisers prior to working with Michael, it was very clear to me that Michael's approach was different. At no point was he interested in selling me a product, service or a solution. He simply wanted to understand what my current situation was and where I wanted to get to. Once he had this idea in his mind, he very clearly advised me on what else I needed to think about in order to achieve my goals; many things that I had never considered. From here, we worked together to put a plan in place that doesn't just think about the now, it's looking towards the future. Thank you for putting my mind at rest Michael, I hope this review helps you to help others do the same.
Kevin, East Didsbury
A change in my personal circumstances necessitated a review of my finances. I find the whole subject very tortuous to deal with and needed somebody I could trust. Michael is a young man with integrity and gives excellent advice based on a strong technical knowledge. He actually listens to the clients wishes and makes them the centre of the equation as opposed to just pushing you into products which might be flavour of the month. I am very happy with the service I have received and he has made me feel more at ease with dealing with these matters for the future.
Karen, Cheshire
Impeccable service exceeding expectation. Extremely conscientious over confidentiality. Considerate & accommodating at arranging appointments. Researching & finalising investments to suit requirements taking all information & circumstances into account.
Janet, Cheshire
I met Michael over a year ago, and at all times he has been happy to advise and demonstrate how my pension can be improved and looked after. I have found him refreshing in his honesty, kindness and genuine interest in trying to help, and at no time have I doubted his knowledge. I have recommended him to contacts and will be moving my pension over to his company this week. Michael is highly qualified and trustworthy, and He has good ethics, the expression ‘wise head on young shoulders’ comes to mind. He will go the extra mile for all his clients and give an honest review and advice.
Kate, Cheshire
I was looking for a fresh and knowledgeable approach to help me optimize our pension funds and investments. Michael provided this approach in a very straight forward manner and had the patience to properly explain the issues; his technical knowledge is impressive, which can't be said for some of the other people I have dealt with in the past. I know I can call him any time I have queries or new problems relating to my finances and will get a timely and informed opinion. I currently have a well-balanced portfolio against our needs and accepted risk profiles. I really have everything I could wish for from this service.
David, Cheshire
Where to find us

101 Newcastle Road, Congleton, CW12 4HL

Make an enquiry
About us

ClearPlan Financial Services Ltd is an Independent Financial Advisory Firm providing professional Chartered Financial Planning Solutions from the whole of the market, so you can have peace of mind knowing you receive 100% independent unbiased advice.

With so much choice and flexibility now available, making the right decisions at the right time has become paramount.

Experienced and highly knowledgeable at navigating the complexities of today’s changing world of finance, we pride ourselves in providing, transparent, easy to understand, strategic recommendations tailored to achieving your financial objectives and goals.

We provide expert advice which has been accredited well beyond industry standards specialising in:

• Pre and Post-Retirement Planning
• Investment Planning
• Tax Planning
• Wealth Management
• Generational Planning
• Estate Planning

The delivery of fair outcomes and client satisfaction is embedded in our culture, putting clients at the forefront of all we do enables us to provide a first-class service.

ClearPlan is part of a long-established and financially robust, prolific multi -award-winning network, TenetConnect Limited, providing Independent Financial Adviser support services across the UK.

Our services

At ClearPlan we value long-term intelligent and trusted relationships. Our philosophy is built upon client satisfaction through our highly professional and transparent services.

All our advice incorporates lifestyle cash-flow modelling, reviewed regularly so that you can be sure you remain on track with your financial plan rather than hoping for the best. Without it how would you really know how much is enough to achieve your goals?

We listen to your individual needs, discuss your options and provide pertinent truly independent advice tailored towards achieving your objectives.

Please take this opportunity to initiate your initial, no cost, consultation with ClearPlan.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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