About Clear Vision Financial Planning Ltd

Chartered and Certified Independent Financial Planner helping business owners, people retiring and solicitors to live the life they want.
We are an independent financial planning firm based in Kempston, Bedfordshire.Our Chartered Financial Planner, Matthew Aitchison, has worked in financial services for over 13 years.As Financial Planners, our approach is to focus on you; your hopes, dreams and concerns. We then recommend financial solutions that will help you to achieve your goals. All that’s left for you to do is get on with living the life you want to live.Over time, we have developed an in-depth knowledge of working with certain types of people. The people we work with will usually fall under one of the following three categories:• People planning for retirement: If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help. • Business owners: If you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.• Solicitors: If you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.
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

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