Clear Financial Advice
5.0(37)Banstead Village, BansteadGet directions
Clear Financial Advice
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Clear Financial Advice are locksmiths based in Banstead Village, Banstead.
Customers value their clear, tailored guidance and friendly, personal approach. They are praised for their knowledge, patience and jargon-free explanations, along with approachable, efficient support and regular communication.
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Reviews
5.0
Clear Financial Advice is valued for clear, tailored guidance and a friendly, personal approach. Reviews regularly mention pensions, investments, mortgages and remortgages, with clients appreciating the team’s knowledge, patience and jargon-free explanations, as well as regular communication. They’re also praised for being approachable and efficient when handling complex transfers or financial decisions, helping clients feel confident and well supported over many years.
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My partner and I use Clear Financial and we would highly recommend the service they offer. They gave us advice on a number of financial decisions and helped us to set up our pensions. They are professional and personal and we will definitely be using them to assist us with our future financial decisions.
I would like to thank Harrison Anderton for all of his assistance in sorting out my transfer difficulties. He replied promptly to all of my queries and persisted in following through on issues until the transfer was successfully concluded.
Long-standing client of Clear Financial. They always provide very down to earth and personal service and take the time to give best possible tailored advice. Recent interaction re pension enquiry was very efficiently dealt with. Highly recommend.
I’ve been investing with Barry and his team for well over a decade. He’s well informed, thoughtful and a man of integrity. I’m very happy to recommend Clear financial.
Sound financial advice and a personal touch that provides confidence your finances are working to your best interest. Clear and regular communication means you are fully aware of your portfolio.
I have used clear financial for many years, the professional advice has made decision making easy to process as they have gone above and beyond to help me
Cannot fault Barry and his team. They’re all knowledgeable, professional and approachable. CFA have been looking after me and my company for the best part of 30 years and I am very happy with all the advice and service given over this period.
I recently moved Pension providers to Clear Financial Advice Ltd and Harrison Anderton assisted me throughout the process, and was so helpful, efficient and such a pleasure to deal with. Harrison constantly kept me updated on the process of the transfer, and once completion had taken place. I have needed assistance after the transfer was completed, and once again his help was prompt and efficient. I would highly recommend Clear Financial Advice Ltd.
Absolutely brilliant! We cannot commend Clear Financial Advice highly enough. They have been superb. Since signing up with their services a number of years ago, we have received the utmost care, help and wonderful advice. They have understood and respected our circumstances, wishes and preferences and advised accordingly, providing us with a degree of security and ability to achieve things on the financial front that we alone could never have dreamed of or realised. Their professionalism and financial expertise allied to their friendly, helpful care and consideration is exemplary. Easy to contact, helpful on every occasion and communicating clearly and regularly, all characteristics of a well run service with excellent staff. We have no hesitation in commending them. R&S Northumberland.
I have been with Clear for over 20 years, I have always found their advice to be accurate and honest, they take the time to understand my needs and objectives as a client and then tailor suitable suggestions. I have always felt that they were "on my side". Of course the acid test with any IFA is what they do with your money, I cannot fault the knowledge and accuracy of the advice that I have received from Clear in respect of my pension, mortgage and saving.
For several years, our family has entrusted Clear Financial Advice, and the experience has been exceptional. Their commitment to our best interests is unmatched, and we have complete trust in their expertise. We wholeheartedly recommend them to anyone seeking both professional expertise and a friendly, approachable service.
Clear Financial Services are excellent and we would recommend. From our experience everyone in the organization works hard on our behalf.
I have been with Clear Financial Advice Ltd for many years and cannot fault their guidance, understanding and professional attitude to any queries I may have. Fully recommend using Clear.
I spoke to Richard about the possibility of obtains a mortgage for my mum. It was a bit more complicated than a standard mortgage. He put in a lot of work looking at possible solutions and options. Thank you Richard really appreciate your effort. Kevin
We have recently had an excellent experience with Jo Hillier one of the senior financial advisors. Jo worked diligently on our behalf over an extended period of time to help us obtain our Equity Release mortgage in very difficult times. We could not have been in better hands. We have known Jo for the last 4 years and every time she has stepped up to the plate and given us excellent personal, friendly and re assuring service. We would highly recommend Jo and we will certainly be using Jo's services again in the future. We can not say enough positive things about Jo. Jo is a true asset to Clear Financial Advice Laurie & Pamela Joslin
My husband and I have had an investment portfolio with clear Financial for a number of years. We have been impressed with the level of service, regular communication, jargon free on-going advice and in recent financially turbulent times, we still have a healthy portfolio. Professional well trained staff available to answer any number of questions. From initially two nervous investors we know we're in safe hands with Clear Financial Advice. Thoroughly recommended.
Great pension advice received from Barry, which put my mind at ease about when to retire. The whole team at Clear Financial Advice were very friendly and helpful.
My husband & I have been recieving advise from Barry Greening and his team for over 25 years. Financial advise with a personal touch from a team who will do what ever they can to accomodate our questions, concerns. Thank you Clear!
Clear Financial Advice Ltd has handled all my financial affairs for 20 years. I have always found them extremely professional and approachable. I have complete trust in their ability to look after my investments which they have proven time and time again. I highly recommend this Company and consider myself very fortunate to be one of their Clients.
I have used Clear Financial Advice for many years, the service has always been superb and very personable, from managing my SIPP to organising mortgages for me and my family they have always been a pleasure to deal with.
Richard has provided us with mortgage and re-mortgage advice and information for many years. He is an exceptionally well informed mortgage advisor. We can't recommend him highly enough.
I met with John from Clear Financial Advice to discuss my current financial position and future plans. We talked through the options regarding up-sizing from a flat to a house, life insurance with income protection and pension planning. This was the first time I've seen a financial planner so didn't know what to expect but John was very knowledgeable and easy to talk to.
Jo & Leonie have been absolutely brilliant throughout the whole process. Wouldn't have been able to do it without them. Thank you :)
Had a mortgage organised by Richard, he made the process of getting us to offer very easy and it all happened incredibly quickly! would definitely recommend
I can highly recommend John Donnelly. He has been highly professional and given us excellent advice on our Pension. John will be looking after all our financial needs from now on and I am highly confident they are in excellent hands.
Our Advisor John has been very helpful with what to do with my Wife’s pension. We have made a profit in the first year, through Stocks and Shares, which is pleasing. Very nice chap and very knowledgable. Can definitely trust this company.
I have dealt with Clear for many years and most recently with John Donnelly for all my pension and financial advice. I have found them both to be very professional and knowledgeable and I would highly recommend them.
We deal with John Donnelly at Clear Finance and find him very professional and considerate of our needs. We receive regular contact and independent advice tailored to our requests and would not hesitate to recommend him and the company.
Our finances were a mess. We had put small amounts of money into so many different places over the years we had no idea what was where. John sorted everything out, found us the best place to put our funds and in one, fell swoop sorted our retirement for us. Can not recommend him and his team (Leonie take a bow) highly enough.
absaloutley fantastic service. Richard was very quick and efficient sorting my mortgage out. was at the end of the phone night and day. definitely recommended
I've used Clear three times - for two purchases and one remortgage. Excellent service on each occasion. Excellent value, Richard took so much of the stress out of the moving process.
Clear finance is a brilliant company. The staff are very helpful. Especially Mr Richard Framp who went extreme miles to help us purchase our first apartment. Yes we will recommend this company million time. Isaac and Hilda Aboagye
Excellent service at Clear Financial Advice with brilliant, professional staff who will always try and get the best deal for you. Jo is particularly helpful, always willing to answer any concerns and very quick at dealing with enquiries. I would recommend them to everyone.
Location
Banstead Village, Banstead, SM7 Get directions
Opening times
- Monday9:00 AM – 5:00 PM
- Tuesday9:00 AM – 5:00 PM
- Wednesday9:00 AM – 5:00 PM
- Thursday9:00 AM – 5:00 PM
- Friday9:00 AM – 5:00 PM
- SaturdayClosed
- SundayClosed
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