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
2nd 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
    • Traded endowment policies
    • 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
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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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