We have worked with many individuals and families alike over the previous 25 years and Businesses. Here is some feedback from them.
"I have been a client of Richard since 2006, looking on him as my personal IFA, rather than an employee of the companies that I have used. Due to the personal service that he gives, I have moved as he has moved, as I have always felt that his loyalty was to me rather than the financial services industry. I also like his down to earth approach, which means that he talks to one normally and not in financial technical jargon."
Gordon Thorn BSc, C Eng, M I Mech E, C Dip A F
"We were introduced to Richard in 2005. He took over our financial planning and enabled me to retire considerably earlier than expected. We felt confident with his approach to the problems that I had and we have both been pleased with the results.
Since working with Richard, we no longer have had to worry about our financial position as everything is explained simply and presented well. We now have sufficient monthly income to enjoy a comfortable retirement, and our investments perform as expected. We now know where we are!"
Ian and Lesley Lord
"Richard has acted as our Financial Adviser for 16 years. He has always acted in our best interests and has steered us through many changes in our financial position as our lives have changed. In the complex world of financial matters, he provides a clear and uncomplicated approach for our needs. I have no hesitation in giving him my highest recommendation. "
Dr Derek Foxton
"My connections with Barney go back in excess of 20 years or more. I first came to conduct business with him during his early days with Prudential Insurance following a highly respected recommendation from my late Father. He was instrumental in setting up Trust Funds for both my Mother and Father's estates to help protect from Inheritance Tax etc. In recent years he has been invaluable to both my Wife and Myself in helping to sort out numerous retirement and pension investments. In what can sometimes be a complicated and confusing subject, Barney has always responded to my questions in depth where necessary, trying as hard as possible to explain in lay-mans language, rather than confuse with too much technical jargon. As a result, over the period of time Barney has been advising both myself and other member of my Family I have always been very pleased with the outcomes and would have no hesitation in thoroughly recommending his services to anyone thinking of considering Financial Advice and/or Investment Portfolio Advice.Barney is very approachable and thorough in all aspects of his work and is someone who can be trusted to deliver a top class service."
"From my first dealings with Richard over 20 years ago he has always behaved professionally and with the utmost integrity, recommending products that would be best for me rather than those that paid the highest commissions - and this at a time when it was neither fashionable nor mandatory to do so! Despite over 40 years continuous employment with various companies I, like many, do not have the luxury and security of a large Final Salary pension. That my wife and I are able to live in relative comfort is, in no small way, due to the expertise with which Richard has managed my "Defined Contribution" pension pot to maximise return."
"Over the past 5 years Barney has become a trusted member of our family.
His financial advice is sound, up to date and always based on your personal requirements.
He has a great way of explaining things clearly and cutting through the jargon and I highly recommend him to anyone who wants expert professional advice."
"Richard has been looking after my finances for about 6 years. He has taken the worry out of how much and where to invest. His hard work and diligence has provided me with extra income each month. I would have no hesitation in recommending Richard."
Miss E D Slater
"Richard Taylor a thoroughly professional, but also very personable individual. He is knowledgeable and, above all, trustworthy and ethical. His particular area of expertise is investments related to pensions. I have worked with him for 15 years and have no hesitation in recommending his services to others."
Managing Director of Fast React Systems Limited
"Our company has been working with Richard Taylor for around 12 years. We have always been pleased with the service he provides to our business and staff. We are confident that he keeps us updated with the best products for our needs. His 'no jargon' friendly approach makes him a pleasure to deal with. I would recommend him unreservedly."
Managing Director of Roston Castings Limited
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Clear Financial Solutions (Midlands) Ltd
195 Sandbed Lane, Belper,
Derbyshire, DE56 0SL
Tel: 01773 828183
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