Clear Solutions Wealth & Tax Management

read moreMost want to have freedom from financial worry, particularly later in life. All of them need to have a vision of their future life and finances, which we will help them to articulate. We then have a clear goal to work towards. Stephen Jones founded Clear Solutions Wealth and Tax Planning in 2005. He has built a career in expert financial planning, and attracted to him a team of some of the most expert financial planning and investment professionals in the UK. Our advisers have the highest qualifications in our industry, including Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society accreditations.

read moreIn today's world, retirement can take many forms. It can be full retirement or phased. For some it is an opportunity to do what they have been dreaming about, and that can take money. Retirement is also more than having a pension. It is a time when you can review all your assets, and use them all in an integrated plan to deliver cash or income when it is needed. We can also help our clients plan for the costs of care in later life should it be needed. It is a time when you have more time on your hands, and so may want to have money available to enjoy your interests to the full, whether travel, hobbies or grandchildren!

read moreAlong the way there will be financial ups and downs, only too evident with the current pandemic. Our responsibility is to help our clients navigate through these times, with clear objectives. And to ensure that we sensibly make the most of the legitimate tax incentives that are available from the government. We believe every client is different when it comes to wealth planning. Therefore, it is vital that you use a rational, objective and informed approach when you're investing your money. A sound investment strategy needs to be tailored to your situation and your financial goals.