The primary role of Clear Solutions is to ask our clients to stop and reflect, to share their aspirations, however simple or complex they may be, in order to produce a realistic, reasoned and reasonable financial plan. Then we produce a structure that provides the parameters for us to cut through the complex array of financial services products, to make life simpler and reassure them, and reassure them by providing clear milestones.
The current business was created via a management buyout in 2005 and is now based in two locations: Derby and Birmingham. Our primary service is pure financial planning covering all aspects of the financial services marketplace, whether that is for an individual and their families, or an SME business. The firm’s comprehensive knowledge of the market, allied with specialist researchers, enables us to deliver detailed advice across the entire spectrum.
Many clients of Clear Solutions have complex planning requirements, encompassing the principal UK taxes’: income, capital gains and inheritance tax. We have built an enviable reputation for tax mitigation.
The firm’s expertise in utilising investments tax efficiently, whether long only funds, structured products, pension schemes or more specialised products such as venture capital trusts, enterprise investment schemes, SEIS and crowdfunding.
Future plans
Due to client demand, Clear Solutions are actively looking to open another office in London and are seeking several further chartered financial planners to join us at the firm’s existing locations. The great uncertainty must be the Brexit and the regulatory changes which will follow as a result.
In the immediate short-term, guiding clients remains the firm’s top priority. Finally, we are spending considerable time and money improving our client experience, and in particular the points of contact. Managing social media has proven to be a surprising challenge.
Company: Clear Solutions (Wealth & Tax Management) Ltd
Name: Stephen Jones
Email: sjones@clearsolutionsifa.co.uk
Web Address: www.clearsolutionsifa.co.uk
Address: Chatsworth Court Uttoxeter Road Hilton Derbyshire DE65 5GE
Telephone: 01283 730080