Clear Finance Limited
We are not the same as other financial advice firms, and we’re proud of it. While we do all the things you would expect a traditional firm to do; investments, pensions, insurance and mortgages to name a few, it is how we help you that makes us different. When we say “it’s about you” it is. YOU are the focus of our business. You, your life, your family, your future. Our understanding of you
We are not the same as other financial advice firms, and we’re proud of it. While we do all the things you would expect a traditional firm to do; investments, pensions, insurance and mortgages to name a few, it is how we help you that makes us different. When we say “it’s about you” it is. YOU are the focus of our business. You, your life, your family, your future. Our understanding of your current financial situation is the cornerstone to formulating a financial plan which will meet your future goals and needs. Many people have goals and dreams, but a goal without a plan is just a wish. An achievable goal is a dream with a deadline. So it all starts with listening. We listen to your needs, your hopes, your dreams and we formulate a plan. This enables us to offer you clear, no-jargon advice, entirely bespoke to your life and your future. We believe that what most people really want is to understand and be confident and comfortable with their financial decisions. What they need from a financial advice firm is service. OUR COMPANY PHILOSOPHY IS BUILT AROUND THREE ELEMENTS: engagement: Engaging with our members is central to our philosophy. We do this in a number of ways including online systems, social media feeds and of course face to face advice. We use the most up to date technology to provide our members access to all their information, when and how they want it. We have dedicated websites, iPhone, iPad, and Android apps that are available as standard to all our members. empowerment: Our belief is that by helping our members to better understand their goals and aspirations, it makes them confident. We empower our members by regular interaction and up to date information. clarity: Our members get straight answers, warts and all. We continually search for better value and choice, and are agile enough to respond to opportunities quickly. We provide straightforward and transparent advice in a simple and convenient way.
Address: 200 Portland Road, Sandyford, Newcastle upon Tyne, NE2 1DJ, United Kingdom
Phone: +44 800 690 6756
FAX: +44 844 586 9109
