Building Your Wealth

Thinking of Retiring

Already Retired

PLAN BETTER  – INVEST BETTER  – LIVE BETTER

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THE CLEARER™ WEALTH MANAGEMENT PROCESS

We make you financially bulletproof such that whatever happens you and your loved ones are ok

  • Identify what your future ideal lifestyle looks like, plan ahead to achieve it
  • Become financially organised, set clear goals with a portfolio linked to these goals
  • Enhance the value of your plan and portfolio by maximising your pension, ISA, and CGT allowances
Wealth Management Services

Complete wealth management when approaching or transitioning into retirement

Services
Estate & Succession Planning
Evidence Based Investment Management
Life & Financial Planning

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MEET SOME OF OUR CLIENTS

Hillary Walker

It’s fair to say that Hilary Walker is not your average retiree. This year already she has completed two walking holidays in the Canaries and in April she is off to ride in the UK Coast to Coast cycle race from Morecombe Bay to Bridlington harbour.

Read Her Full Story

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MEET SOME OF OUR CLIENTS

Andy Perry

Liverpool-born Andy Perry is not at all worried about what retirement holds. Having worked since he was 16, when he began his professional life as an apprentice toolmaker, progressing through the ranks of his first appointment at Robinson Willey, to production engineering, design and finally management and co-ownership of manufacturing company, Counterline, he is clearly no slouch.

Read His Full Story

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MEET SOME OF OUR CLIENTS

Mary Elson

There’s no doubt that heading into retirement alone can be a daunting proposition especially for anyone who has taken little or no interest in their financial affairs over the years.

Read Her Full Story
Bulletproof Retirement™

Live your dreams, avoid excess fees and secure your legacy

From endowment mis-selling and the global financial crisis to pension transfer and PPI scandals: UK financial services have exploited customers rather than serve them. Our pensions and investments are also under attack – high-cost financial advisers, glossy financial networks and ineffective expensive investment managers are taking £64 billion out of our pensions and investments every year.