Clear Future Financial Planners - Stonehouse

Address: Suite C, Clear Future Financial Planners, The Old Dutch Barn, Westend, Stonehouse GL10 3GE, United Kingdom.
Phone: 1453619191.
Website: clearfuturefp.co.uk
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Clear Future Financial Planners

Clear Future Financial Planners Suite C, Clear Future Financial Planners, The Old Dutch Barn, Westend, Stonehouse GL10 3GE, United Kingdom

☎️1453619191

⏰ Open Hours of Clear Future Financial Planners

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

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Introduction to Clear Future Financial Planners

Clear Future Financial Planners stands as a prominent name in the financial advisory sector, offering bespoke financial guidance tailored to individual client needs. Located at Suite C, The Old Dutch Barn in Westend, Stonehouse GL10 3GE, the company provides comprehensive financial services designed to help clients achieve their long-term financial goals. Their team of experienced professionals ensures that each client receives personalized attention, making them a trusted partner for personal financial planning and investment management. The firm emphasizes transparency and clarity, ensuring clients understand their financial landscape and the strategies employed to secure their future.

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Expertise and Services

Financial Planning and Advisory

The core offering of Clear Future Financial Planners revolves around their Financial Planner services. These services are not merely about numbers; they encompass a holistic approach to financial wellness. Clients benefit from expert guidance in retirement planning, estate planning, and tax-efficient strategies. Their Financial Consultant team works closely with individuals and families to create customized plans that address unique circumstances and aspirations. This personalized approach ensures that each client's financial journey is unique and tailored to their specific needs.

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Investment Management

Clear Future Financial Planners excels in Investment Service, providing clients with diversified investment portfolios designed to mitigate risk while maximizing returns. The firm employs a disciplined investment process, grounded in thorough research and market analysis. Their investment strategies are adaptable, ensuring that portfolios evolve with changing market conditions and client objectives. This proactive approach to investment management allows clients to navigate economic uncertainties with confidence.

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Accessibility and Convenience

In an increasingly digital world, Clear Future Financial Planners offers a blend of traditional and modern conveniences. They provide On-site services for clients who prefer face-to-face consultations, while also facilitating Online appointments for those who value flexibility. The firm ensures accessibility for all clients, including those with disabilities, by offering a Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet. This commitment to inclusivity reflects their dedication to serving a diverse clientele.

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Reputation and Client Feedback

Clear Future Financial Planners has garnered a strong reputation, evidenced by their 39 reviews on Google My Business, averaging a high score of 4.9/5. This exceptional rating underscores client satisfaction and trust in the firm's services. The positive feedback highlights the professionalism, expertise, and personalized attention provided by the team. Clients consistently praise the clarity with which financial models and strategies are communicated, enabling informed decision-making. The long-term relationships fostered by Clear Future Financial Planners are a testament to their commitment to client care and financial integrity.

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Why Choose Clear Future Financial Planners

Experience and Reliability

With years of experience in the financial sector, Clear Future Financial Planners brings a wealth of knowledge to their clients. The firm's track record includes successfully navigating clients through various economic climates, ensuring financial stability and growth. Their expertise is particularly valuable in today's complex financial landscape, where informed guidance is crucial for sound decision-making.

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LGBTQ+ Friendly Environment

Clear Future Financial Planners embraces diversity and inclusion by being explicitly LGBTQ+ friendly. This commitment extends beyond mere compliance, fostering an environment where all clients feel respected and valued. The firm understands that financial planning is deeply personal, and creating a welcoming space is essential for building trust and rapport.

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Appointment Requirements

While appointments are recommended to ensure personalized attention, Clear Future Financial Planners accommodates client preferences by offering flexible scheduling options. This balance between structure and flexibility allows clients to engage with the firm on their terms, enhancing the overall experience.

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Contact Information

To learn more about Clear Future Financial Planners or to schedule a consultation, clients can reach out via phone at 1453619191 or visit their website at clearfuturefp.co.uk. The firm's strategic location in Stonehouse, United Kingdom, combined with their digital presence, ensures accessibility for both local and international clients.

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Conclusion

Clear Future Financial Planners represents a blend of expertise, accessibility, and client-centric services. Their comprehensive approach to financial planning and investment management, coupled with a commitment to inclusivity and transparency, positions them as a trusted advisor for individuals seeking to secure their financial future. For anyone looking for reliable, personalized financial guidance, Clear Future Financial Planners offers a pathway to achieve long-term financial security.

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👍 Reviews of Clear Future Financial Planners

Clear Future Financial Planners - Stonehouse

Tony S.

5/5

We have worked with Simon, Michelle, Serena and Team for years, entrusting our personal pension fund investment management to their expert hands; witnessing growth and security, even in uncertain times. They treat our investments as their own, and can ‘miraculously’ and instantaneously share easy to understand visual models of planned expenditure and our finances into the long term, helping us to make the right decisions today. Most grateful. TnT

christine M.

5/5

I recommend this company 5/5. I was introduced to Clear Future by a family member and they were right ! I have been assisted by the Team after the passing of my late husband early 2024. They went beyond the role of advisor, offering good and relevant / pertinent advices, with professionalism, tailored to my situation but with a lot of patience and compassion
Michelle, my advisor, you are a star! Despite being so busy and in the process of getting more qualifications last year with stressful exams, you have always been available to me. I appreciate you; thank you so much !

Ian A.

5/5

Clear Future FP have been advising me on financial matters for over twenty years, originally on mortgage options and latterly on planning my retirement strategy and its implementation. In all this time, they have been consistently friendly and helpful and spot on with their guidance and advice.

Sue E.

5/5

We have been well supported by Clear Future Financial Planners for many years now.

Our confidence in them means that we can leave our pension and ISA investments alone knowing that they are being well looked after.

At annual review meetings we spend time discussing our goals and retirement planning and together we look at how we are working towards this. A visual tool to model it all, good questions and a sense of perspective enable us step out of our day to day to think differently and make decisions.

We will continue working with Simon, Michelle and the team in years to come.

Daniel A.

5/5

We have been using Simon and more recently the rest of the team for over 6 years now to look after both our private pensions and ISAs. From the start the advice we have received has always been clearly explained, tailored to our personal circumstances and well considered. The team at Clear Future takes the time to understand our current financial position, priorities in life and longer term goals to provide sound advice and reasoning.

The scenario modelling they use during planning sessions along with clear and simple explanations allow us to visually see and discuss the future impact of decisions we’re making now and consider whether we’re taking the right approach to saving vs. living life! This provides significant reassurance to what can otherwise feel like big, difficult decisions.

The team are super friendly, responsive and easy to deal with, always happy to flex and work around our schedules. If you’re thinking about getting some (financial!) advice, I can highly recommend them.

P-j C.

5/5

We have found the team at Clear Future Financial Planners to be everything that we would want our financial advisors to be. Simon, Michelle and Serena are excellent. From the start they have been collaborative with attention to our financial needs within the context of our circumstances. They never take our understanding for granted and are prepared to explain everything that may not be clear to us – they are very patient.

We have been impressed by the rapidity by which they have responded to our requests. Following every face-to-face meeting they write a clear summary of the discussions that we have had and a detailed plan of the actions we have agreed that they are going to take forward on our behalf.

We have a strong ethical and sustainable bias to our investing and they have responded with a strategy that meets our values and principles. We have never felt “shoehorned” into decisions that we feel uncertain or unclear about. We believe that they act on our behalf with the highest-level of integrity whilst being friendly, personable and engaging.

We would thoroughly recommend their services.

Richard B.

5/5

We have used Simon and the team now since he took over full responsibility from IFPL and he manages a varied portfolio of assets on our behalf.

We are delighted with the service his knowledge and expertise gives us. The breadth of understanding he has, in a world which can confuse investors at times, helps to keep our confidence high. He is happy to be challenged when the investments are going through difficult times but very balanced and reassuring in his advice and outlook. He is always on top of the detail of our varied investments and regular communication is offered throughout the year. I have seen a definite improvement in formal and informal comms over the past few years.

The services are quite specialised in terms of taking longer term views and he makes this very clear. In our case having longer term investments have been well rewarded especially with our children.

I can thoroughly recommend the services on offer and would have no hesitation in suggesting an initial session with him and his team if you are thinking of securing a financial foothold going forward.

Margaret C.

5/5

Three people recommended Geoff and Simon to me when I needed advice about pension funds. Everything was clearly explained and written down for me and two pensions were merged into one fund. Simon is always available to give advice and to address any concerns and I receive regular updates. The team are friendly, approachable and straightforward.