About Clear Solutions Wealth and Tax Management

individual and corporate financial planning advice provided for clients who wish to develop a long term professional relationship. Objective assistance to clarify their financial situation and assistance in planning and monitoring progress towards their defined goals. Modus operandi, services and charges supplied at a free initial consultation. Meetings at your office/home available if preferred.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Equity release

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