We make sure you're financially secure

We take proactive steps on your behalf to improve your financial stability and quality of life in later years.

Personalised Approach

Our advice is tailored to your specific needs.

Investment Consultancy

Investments that meet your unique risk tolerance.

Retirement Planning

Live the life you want in your retirement years.

We address
your financial concerns.


How do you pass wealth down to your family? Do you have enough money to retire? How do you ensure you’re looked after financially when a loved one passes away? What’s the best way to protect yourself when a marriage breaks down?

These are genuine questions our clients have when they come to us. Our job is to provide credible and tailored advice and the best possible solutions that bring peace of mind and financial security.

Investments and Saving
Wealth transition
Tax planning
Retirement and Pensions
Finance for later life
Estates and inheritance

Remember, only some financial advisers enjoy the freedom we do in offering independent advice and products. We’re not tied to any financial networks that incentivise financial professionals to take you down a specific path.

Credible

We’re 100% independent, which means we’re free to offer you objective financial advice and solutions that are right for you. Not because we’re tied to a financial network that prescribes the products we present to you.

Clear

We pride ourselves on speaking plainly so you’re not baffled by financial gobbledygook. Clear communication leads to trust and a better understanding of your financial situation and our recommendations.

Compassionate

Financial challenges can arise when life’s tough. When you lose a loved one or relationships become strained. We know this can be emotionally taxing, so we’re here to provide support beyond the numbers, offering helpful guidance during the most challenging time of your life.

Customised

Everything we do is bespoke to your personal needs and circumstances. We actively listen to you to understand your goals and concerns and tailor our financial advice and recommendations accordingly.

Compliant

We’re independently regulated by the Financial Conduct Authority (FCA). We comply with their standard of ethics, always putting your interests first, disclosing potential conflicts of interest, and providing honest and transparent information.

Contact us

If you have any questions or need advice, please click here to get in touch via our contact page. Alternatively, you can call the team at 01773 828183.

Derbyshire Financial Advisor
Our Services

Our areas of expertise.

We help you to achieve financial security with a personalised approach to saving money that turns your financial goals into reality.

CONTACT US

We help you to achieve financial security with a personalised approach to saving money that turns your financial goals into reality.

We create bespoke investment strategies based on your personal circumstances, risk tolerance, timeframes, and life goals.

We ensure you protect yourself and your loved ones at every stage of life, now and in the future.

We’re by your side to navigate complex financial landscapes when circumstances change unexpectedly.

We investigate ways for you to take advantage of tax credits, deductions, and exemptions to save you money and limit your tax liability.

We create retirement and pension strategies to determine when you should retire and what you should do to be comfortable and content.

We help to ease the financial burdens that may arise in your later years by taking proactive steps today. For example, through managing care fees.



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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