1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Norfolk
  8. breadcrumb-arrow
  9. Aylsham
  10. breadcrumb-arrow
  11. ClearView Financial Consultants Ltd

ClearView Financial Consultants Ltd

Independent Financial Adviser  1 Burgh Road, Norfolk, Norwich, NR11 6AJ
First meeting at adviser's own cost
An unbiased, whole of market service, offering tailored & accountable advice. Proud of being highly recommended by many happy clients.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Martin Smith
Financial Adviser

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

What our clients say
“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
“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
"Our experience of Financial Advisers had not been what you would call easy. So it was a pleasant surprise to meet Martin who went out of his way to be friendly and efficient in dealing with all of our questions".
Mr & Mrs Foulger, Norfolk
About us

With offices in Wroxham and also 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.”

Where to find us
Head office address: 1 Burgh Road, Aylsham, Norfolk, Norwich, NR11 6AJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Broadland Consultants Ltd
Independent Financial Adviser 0.08 mi
Broadland Consultants, 'The Home of Independent Mortgage & Financial Advice' for North Norfolk.
 
See profile
Acumen Financial Planning
Independent Financial Adviser 4.39 mi
Financial advice should be about discussing your current situation, financial problems and objectives. Let Angus Mackenzie help you find solutions.
 
See profile
Iceni Financial Advisers Limited
Independent Financial Adviser 7.74 mi
We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.
 
See profile
Alexander House Financial Planning Ltd.
Restricted - whole of market 9.22 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile