At the outset Clear Financial Solutions (Midlands) Ltd arrange a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we are paid for our services should we be instructed to proceed.
There's a saying that goes, 'People don't plan to fail, but they do fail to plan.' Setting lifetime goals is all about starting with the end in mind – thinking about the outcomes you are hoping for. If you are clear about what you want to achieve it will help you make the right decisions.
To make the right decisions you need to be confident that you are obtaining professional financial advice. Our aim is to help you develop your financial plans to ensure you achieve your lifetime goals, whether you want investment advice or advice about retirement planning. So we have been investing in higher qualifications over the past few years and are introducing more transparent ways of charging for our services.
Our Financial Advisers are committed to attaining Chartered Adviser status and are well on their way to achieving this.
We've also been investing more of our time and resources into ensuring that we comply with the rules, known as the Retail Distribution Review (RDR) introduced by the Financial Conduct Authority (FCA), so that you fully understand the charges and process we offer for giving financial advice.
You can expect from us: transparent charges, higher qualifications for advisers and clearer distinctions between the different types of advice.
Our clients have always paid for financial advice, either in the form of a fee or through commission from a product provider. We provide you with clear information about the cost of our advice and together we agree how you want to pay for it.
You will know exactly what you are paying for and receive clarity about our advice. This provides you with the transparent charges and confidence that our clients have come to expect from us when paying for advice.
Click here to download a copy of our client agreement
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Clear Financial Solutions (Midlands) Ltd
195 Sandbed Lane, Belper,
Derbyshire, DE56 0SL
Tel: 01773 828183
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Clear Financial Solutions (Midlands) Ltd 195 Sandbed Lane, Belper, Derbyshire, DE56 0SL Tel: 01773 828183 Email: firstname.lastname@example.org
Clear Financial Solutions (Midlands) Ltd is registered in England and Wales No 07081690 registered office: 195 Sandbed Lane, Belper, Derbyshire, DE56 0SL, and is authorised and regulated by the Financial Conduct Authority No: 708582
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