ClearView Financial Consultants Ltd

Independent Financial Adviser 1 Burgh Road, Aylsham, Norfolk, Norwich, NR11 6AJ

Response rating

7.0/10

13th August 2018

An unbiased, whole of market service, offering tailored & accountable advice. Proud of being highly recommended by many happy clients.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Martin Smith

Financial Adviser

Qualifications & Accreditations Hide qualifications

Diploma In Investment Planning (DipIP)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

Accreditations

What our clients say

“We found the service excellent and prompt. Nothing was too much trouble. We have already recommended you to our family and friends.”

Mr & Mrs Goff, Norfolk

“I wish that I had followed your advice rather than going with the adviser I had dealt with for many years.”

Mrs B Stagg, Norfolk

"Our experience of Financial Advisers had not been what you would call easy. So it was a pleasant surprise to meet Martin & Luke who went out of their way to be friendly and efficient in dealing with all of our questions".

Mr & Mrs Foulger, Norfolk

Where to find us

About us

Based in the centre of Aylsham, Norfolk. We have chosen to provide WHOLE OF MARKET, unbiased and impartial Financial Advice. HOME VISITS available at no extra cost. FAMILY MEETINGS are available if required which we hope is of help to elderly clients.

Our services

At ClearView we place our clients at the centre of all we do. We respect your individuality. You will always be made to feel welcome when dealing with us. You will experience a truly first class level of ‘good old fashioned’ professionalism. We are a traditional business. We meet with our clients face to face and talk directly with you. Many of our clients tell us how much they enjoy the way we do things “how it always used to be done.”

Compliance

Whilst we have never had to handle a complaint, we are accountable for the advice we give and report directly to the industry regulator (the FCA) to ensure our clients are always protected.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free financial healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Website

Compliance

Whilst we have never had to handle a complaint, we are accountable for the advice we give and report directly to the industry regulator (the FCA) to ensure our clients are always protected.

Contact options

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