We are a small team of financial experts.



Financial Consultants in Derbyshire

We’re a family-owned business of skilled and experienced independent financial professionals offering objective and customised financial guidance to individuals and families.

We pride ourselves on working with you throughout your lifetime as your circumstances and expectations change.

We empower you to make well-informed decisions about your financial future by paying close attention to your unique situation and personal values around money.

Our bespoke plans ensure you’re financially secure and provide you and your loved ones with peace of mind.

Richard Taylor APFS

Chartered Financial Planner

Barnaby Stackhouse DipPFS

Financial Planner

Jessica Taylor DipPFS

Financial Planner

Chris Smith DipPFS

Financial Planner

Clare Taylor

Business Manager

Alison Mackay

Office Manager

Hayley Bailey

Client Support Manager

Louise Dalgleish

Client Support Manager

Mick Young

Cashflow specialist

FAQ’s

The questions? we can help answer.

Contact us

What’s the best way to put money away for my children?

How might I reduce the amount of tax I pay?

Can I afford to retire; what options do I have?

How do I protect myself and my children financially following a separation?

What’s the best way to spend my inheritance?

Will I have to sell my home to pay for care?

How do I deal with my late husband’s pension?



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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