We are an established firm of independent financial advisors based in Westbury-on-Trym offering impartial advice and help, based on over 40 years of experience, on:
We are truly independent and work on your behalf to find the best solutions for your finances from the whole of market. As we have no links or ties to any product provider our advice is based on what suits your needs best - not ours.
We're happy to chat and give advice on individual issues or look at the big picture with you and evolve some long term financial planning.
This site is still under construction, but please do contact us to arrange a meeting where we can assess your needs, answer your questions and establish how we can help you meet your financial objectives now and in the years ahead.
Chris did a fantastic job organising my life cover. He researched the market and found the best product for my circumstances and budget. I found his service was prompt, reliable and personable and I would not hesitate to recommend him to anybody.
- Ms S Cooper
I was recommended the services of Clear Independent Financial Solutions by a friend. Whilst Rod has got extensive knowledge of the pension market, he has managed to communicate it to me in a way that was not all jargon and was personal to my needs. He has delivered on his promises and I both enjoy and look forward to our regular reviews to see if I am still on target for my early retirement.
- Mr D Shard
Chris has shown an excellent knowledge of the pensions and investment markets. He narrowed the choice down for me and helped me understand the advantages and disadvantages of the options he recommended. I can't recommend Chris highly enough.
- Mr P Beningfield
. . . prompt, reliable and personable and I would not hesitate to recommend him to anybody.
- Ms S Cooper
[Rod] managed to communicate to me in a way that was not all jargon and was personal to my needs . . . I both enjoy and look forward to our regular reviews to see if I am still on target for my early retirement.
- Mr D Shard
. . . I can't recommend Chris highly enough.
- Mr P Beningfield