Clear Financial Solutions, Independent Financial Advice Derbyshire, Pension, Life Insurance, Investments Belper

Finding you a clear path to financial stability

We’re a small team of independent financial experts who provide bespoke and objective financial guidance to individuals and families so you’re better equipped to make informed decisions about your financial future.

We’re dedicated to listening and understanding your personal situation and helping you manage your money, achieve your financial goals, and navigate complex financial situations through trustworthy and tailored recommendations and actions.

Our Service

Achieve Financial Security.

Plan for the future and adapt to changing circumstances. That’s what we help individuals to do.

Find Out How

Save and spend wisely

Securing the capital you’ve worked hard to save and making the right investment decisions with unexpected wealth.

Secure your children’s future

Safeguarding your children's financial future and happiness throughout their lives so they’re looked after even if you’re not around.

Prepare for your retirement

Helping you plan for this significant life transition so you can enjoy a comfortable and worry-free future – one that you deserve.

Overcome the unexpected

Protecting you financially from unforeseen circumstances like bereavement or relationship breakdowns.

Plan for old age

Supporting you to take proactive steps now to secure your quality of life in later years without burdening loved ones.

What we do.

We protect you financially.

How we do it.

A simple five-stage process.

“Richard and his team are friendly, efficient and knowledgeable. We have always received sound and timely financial advice and we are grateful to the team for their continuing care in tailoring appropriate solutions for us”

Sian Elin and Sally, Cardiff

“Simply put Richard is one of the most diligent, professional and ethical men I know. Five years down the line I still get the same superb service as at the beginning of our association”

Kim Davies

“Jess came across as being most capable and also very kind with a straightforward manner, qualities which I appreciate greatly! Especially when it comes to explaining my financial affairs to me on loop until I can get my head around them, which she was great at!!.”

Lucinda & Rob Kitchin

Financial advice, the right way.

Choosing the right financial adviser for you and your family is a big decision. After all, it’s a partnership that should last a lifetime.

Fully bespoke solutions
Wholly independent advice
A compassionate approach
20+ years’experience
Fully qualified advisers
Ethical integrity
A familiar face in a family-run team
Long-term client relationships

How We Do It

Here at Clear Financial Solutions (Midlands) Ltd we fully embrace the Consumer Duty Legislation brought in by the FCA and clearly set out our charges and what service clients can expect at the beginning of our advice process.

Clear Financial Solutions (Midlands) Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 708582, you can find us on the FCA register.

Companies House Number 07081690 , registered in England and Wales.

The Financial Ombudsman Service (FOS) is an independent body that resolves disputes between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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Our Address

The Right Financial Advice.