ClearView Financial Consultants Ltd
Many of our clients tell us how much they enjoy the way we do things “how it always used to be done.” We do not believe that important financial planning decisions should be handled by following flow charts or answering a series of questions posed by staff in a call centre. We want to give you our time and knowledge, helping you to build a clear view of how to plan for the road ahead.
Welcome to ClearView Financial Consultants Ltd We want you to get to know us. Our intention is to build long term relationships with each of our clients. So who are we and what’s our history? Martin Smith Martin has worked in the Financial Services profession since leaving school in 1984 when joining Barclays Bank. He began to provide regulated advice in 1999 and holds a wide range of professional industry qualifications. His specialist area’s of advice are in the fields of Wealth Preservation and Care Cost planning. Martin worked for Barclays for 26 years until they ceased to offer financial advice in 2011. This presented him with the opportunity to form his own private practice with many of his long standing clients continuing to come to Martin for advice. Basing his office in the centre of the busy town of Aylsham, Martin has become well known in the area for delivering quality advice in a relaxed but professional style.
Address: 1 Burgh Road, Aylsham, Norfolk NR11 6AJ, UK
Phone: +44 1263 734859
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