Clear Solutions Wealth and Tax Management

www.clearsolutionsifa.co.uk

Clear Solutions (Wealth & Tax Management) Ltd is one of the few financial planners in the UK to operate as a practice offering the full spectrum of financial planning advice. A number of us are both Chartered and Certified Financial Planners and Fellows of the Personal Finance Society. We have worked in financial services and tax advice since 1990 and were the first practice in the country to be awarded the British Standards ISO 22222 International Financial Planning Standard via the Chartered Insurance Institute (CII). As a result we are now assessors of this and other accreditation standards helping to disseminate ‘best practice’. The practice works as a team for the benefit of our clients with each specialist adviser and administrator complementing each other to create a tight professional and independent service. As far as your pension, investment, tax and retirement needs are concerned, we pride ourselves in making sure your specific needs are addressed. With Clear Solutions, you know you are talking to a qualified adviser. Contact us by phone on 0121 631 3519 or by email at enquiries@clearsolutionsifa.co.uk

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Clear Solutions (Wealth & Tax Management) Ltd is one of the few financial planners in the UK to operate as a practice offering the full spectrum of financial planning advice. A number of us are both Chartered and Certified Financial Planners and Fellows of the Personal Finance Society. We have worked in financial services and tax advice since 1990 and were the first practice in the country to be awarded the British Standards ISO 22222 International Financial Planning Standard via the Chartered Insurance Institute (CII). As a result we are now assessors of this and other accreditation standards helping to disseminate ‘best practice’. The practice works as a team for the benefit of our clients with each specialist adviser and administrator complementing each other to create a tight professional and independent service. As far as your pension, investment, tax and retirement needs are concerned, we pride ourselves in making sure your specific needs are addressed. With Clear Solutions, you know you are talking to a qualified adviser. Contact us by phone on 0121 631 3519 or by email at enquiries@clearsolutionsifa.co.uk

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Cash Management Specialist

    Email ****** @****.com
    Phone (***) ****-****
  • Chartered Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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