Clear Vision Financial Planning - Bedford

Address: Unit 6, Clear Vision Financial Planning, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, United Kingdom.
Phone: 1234853395.
Website: clearvisionfp.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Clear Vision Financial Planning

1234853395

Clear Vision Financial Planning is a company that specializes in financial planning, located at Unit 6, Clear Vision Financial Planning, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, United Kingdom. The company can be reached by phone at 1234853395 or through their website at clearvisionfp.co.uk.

One of the key features of Clear Vision Financial Planning is their accessibility. The company has a wheelchair accessible entrance, wheelchair accessible parking lot and wheelchair accessible restroom, making it easy for people with mobility issues to visit. They also have restrooms available.

Clear Vision Financial Planning has a strong reputation, with a 5/5 average rating based on 4 reviews on Google My Business. This is a testament to the high-quality service they provide to their clients.

When looking for a financial planner, it is important to consider a company's experience, qualifications, and reputation. Clear Vision Financial Planning excels in all three of these areas. They have a team of experienced financial planners who are dedicated to helping their clients achieve their financial goals. They are also committed to staying up-to-date on the latest financial planning strategies and techniques.

If you are looking for a financial planner, Clear Vision Financial Planning is an excellent choice. Their convenient location, accessibility, and strong reputation make them an ideal option for anyone looking to secure their financial future. You can learn more about the company and their services by visiting their website at clearvisionfp.co.uk. Don't hesitate to contact them today to schedule a consultation and start working towards your financial goals.

Reviews of Clear Vision Financial Planning

Clear Vision Financial Planning - Bedford

Elizabeth Noble

5/5

Matthew has been hugely helpful in supporting us creating an appropriate financial plan and asking question to help guide us to a highly personalised solution. Our discussions are usually good fun too! How often can you say that about financial planning!

Christopher Myers

5/5

Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no idea when we could afford to retire. Using their unique software and market knowledge they were able to put together a tailor-made financial plan to optimise our savings and pensions whilst improving our tax efficiency. Thanks to the detailed analysis of our financial situation, I had the confidence to take Voluntary Redundancy when the opportunity arose and retired at 56. The Retirement Planning will also enable my husband to retire at 60 whilst providing an income that will not compromise the life style we desire. Matthew was able to help us understand what additional steps would be required to either increase our future income or retire earlier, if preferred, whilst personalising investments to suit our own risk preferences.

Matthew facilitated our ability to see what retirement would look like for us, until that point we were only focusing on not working, rather than how and what we wanted to do when we have more time.

We would have no hesitation in recommending their services, in fact we already have.

G14

5/5

We were looking for a financial advisor to help us plan financially for our post retirement. Over time we had accumulated pension pots and savings but not formally planned for our retirement.
Matt advised us to set lifestyle objectives and carry out a financial risk assessment before devising a suitable financial strategy and plan. We have fully implemented that plan.
We wanted a financial advisor we could fully engage with and Matt is extremely personable as well as highly knowledgeable on all aspects of financial planning and management. He regularly keeps in touch with us.
We have happily recommended Matt to others, including friends and family.

Steve Floyd

5/5

Have been a client for 5 years and have had very positive help and advice.