Fair, transparent and competitive charges.



Financial Consultants in Derbyshire


How we charge for
our services.


Our charges reflect the time it takes our financial advisers and administrative team to offer advice, do the research, provide recommendations, and set up and monitor financial products and their performance.

While we’re as transparent as we can be, the nature of financial planning can make a one-size-fits-all pricing menu unhelpful. That’s why you won’t find one on this website page. However, we do have a client agreement where you can learn more about our generic fees.

Everyone’s financial situation is unique. Your circumstances, the type of advice you require, and the volume of accounts or assets you have are examples of factors that can influence the complexity and the time necessary to do our work. For example, an ISA might be relatively simple to arrange, but a Defined Benefit Pension Plan will take longer due to the additional compliance processes required.

Download.

Download our client agreement below.

Get in touch.

Click below to contact our team.

Our promise to
you.

We aim to establish a lasting relationship built on trust, transparency, and mutual understanding.




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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