Clear Financial Solutions (Midlands) Ltd is a firm of financial advisers specialising in Retirement Options, the management of Investment Portfolios, Inheritance Tax Planning and Protection.
Our Advisers have been helping clients navigate complex financial markets since 1992 and from those very early days our business has evolved primarily through client recommendations.
Based in Belper, Derbyshire, we provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to help.
Investments
Finding the right investment account for you will depend on your needs and attitude to risk. We will work with you to understand your goals and design an investment plan that will help deliver them.
Pensions
A pension plan is a great way to save money for your retirement. You can save regular or lump sums with a pension provider and receive tax relief on top – giving your savings pot an extra boost.
Later Life & Tax Planning
Tax planning refers to the arrangement of one's financial and business affairs to minimize tax liability within the laws and regulations. It's a legal way to reduce the amount of taxes you might owe.