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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 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
"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
“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
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
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    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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