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  11. Clearview Financial Consultants Ltd

Clearview Financial Consultants Ltd

Restricted - Whole of Market  1 Burgh Road, Norfolk, NR11 6AJ
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FCA authorised
Last authorised 10th May 2021
We are professional, qualified, friendly and helpful. We are passionate about helping our clients achieve their financial goals.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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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Investment trusts
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OEICs
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Socially responsible investments
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Employee benefits
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
Meet our advisers
Mrs Annabel Hughes
Independent financial adviser
About us

Clearview Financial Consultants are a firm of Financial Advisers with offices based in Aylsham and Wroxham. We are passionate about helping our clients achieve their financial goals. As a financial advisers we will listen to you and help you clarify what you really want to achieve and then assess how to make it happen. We are seeking long-term client relationships, built upon mutual trust, enabling us to create and provide a valuable service. We provide a bespoke service, working in partnership to enable you to have the best chance of achieving your goals.

Our services

The thing we do really well is help and understand people. We explain things clearly, and spend time discussing your attitude to investment risk before providing you with a comprehensive report. We create financial strategy that are entirely individual and independently constructed. We have a transparent and fair charging system for the advice we give. We also offer home visits at no extra cost.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

1 Burgh Road, Aylsham, Taverham Road, Drayton, Norfolk, NR11 6AJ

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