Clearview Financial Consultants. Martin Smith IFA Ltd

Independent Financial Adviser  1 Burgh Road, Norwich, NR11 6AJ
First meeting at adviser's own cost
Our aim is to help you with whatever areas of finance that are most important to you. We wish to develop long-term relationships with all of our clients and this usually starts by getting to know each other and deciding how it is that we are able to help.
We can advise you on
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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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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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
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
Annabel Hughes
About us

We are based in Aylsham, and are qualified & regulated financial advisers.
As you would expect, we need to understand what’s important to you before being in a position to come forward with any form of advice. This starts with us asking questions about you, your current position and of course, your goals for the future.

The next step towards delivering our advice calls for us to use our experience and knowledge to carry out detailed research on your behalf. This allows us to place options side by side and compare their performances and risks. Which are best suited to you? Sharing our findings and recommendations with you is the next stage in the advice process. We will thoroughly explain everything to you, leaving you well placed to consider the advice we give, allowing you as much time as you need to make a decision at your own pace. Never will our clients be allowed to make a decision if we feel you need more time.

Ongoing Servicing of Your Portfolio

Many of our clients appoint us to provide ongoing support

Our services

Assistance in making new investments as well as reviewing any existing arrangements that you may already have to ensure that they still meet your aims and objectives whilst respecting your appetite for risk. Our advice covers many aspects including Pensions & Investments, while taking into account your personal circumstances.

Where to find us
Head office address: 1 Burgh Road, Aylsham, Norwich, NR11 6AJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022

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