Clear Future Financial Planners

We have been clients of Geoff and now Simon for 25 years. We have been very happy with their services, initially arranging a mortgage, but them amalgamation several money purchase pensions into a SIPP, and at retirement advising on drawdown etc. We have almost always followed their recommendations and so far this has worked very well for us. Their advice is clearly explained for those not au fait with financial planning. Their independence means they are notconstrained by investment choices. The transition from Geoff retiring to Simon has been smooth.
Apr 24th, 2023

A friend recommended Clear Future to us. We are pleased we took her advice. Simon and his team have been great.
Jan 20th, 2023

Simon provided a very clear picture of our financial position in a graphical form which was very easy to understand. this clarified the decisions that need to be made going forward and provided us with much reassurance for the future.
Nov 19th, 2022

I have have been receiving financial service from Geoff and now Simon for approximately 25 years. The many years of excellent advice I received enabled me to retire early when I received a lump sum from my employer which was being restructured. The advice and investments made allowed me to complete our mortgage early whilst laying a sound financial foundation for the future. Advice has always been given in a clear straightforward way with time to reflect on the advice given. This has enabled us to enjoy a happy retirement with a balanced financial portfolio of investments at a risk level we our comfortable with. They have provided professional advice delivered in a friendly way without any time pressures. I have been happy to recommend them to friends over the years.
Feb 18th, 2023

My wife and I have recently transferred our business to Clear Future Financial Planners. And what a good decision this has been! Our previous financial advisor retired a few years ago, and our business was transferred to a large financial planning company in another part of the UK, and the personal service and advice to which we had become accustomed completely disappeared. Everything seemed remote, distant and inaccessible, advice was difficult to come by and our money seemed inaccessible. We were recommended CFFP and all that has changed. We now experience personal service and interest in us as clients, with advice based on our needs. Consequently, we now have a far clearer understanding of the processes and issues involved in financial planning as they apply to us, and are able to make informed decisions with understanding and confidence. As well a better understanding, we also feel positive and more confident about our money and its management now we have place our business with CFFP. We highly recommend Simon and the team at Clear Future Financial Planning.
Dec 19th, 2022