Clear Financial Advice Ltd - Banstead

Address: Castle House, Park Rd, Banstead SM7 3BT, United Kingdom.
Phone: 2086693828.
Website: clearfinancialadvice.co.uk.
Specialties: Financial planner, Financial consultant, Mortgage broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 5/5.

Location of Clear Financial Advice Ltd

Clear Financial Advice Ltd is a financial services company located in Banstead, United Kingdom. Their address is Castle House, Park Rd, Banstead SM7 3BT. You can reach them by phone at

Reviews of Clear Financial Advice Ltd

Clear Financial Advice Ltd - Banstead
Barbara Lunn
5/5

Long-standing client of Clear Financial. They always provide very down to earth and personal service and take the time to give best possible tailored advice. Recent interaction re pension enquiry was very efficiently dealt with. Highly recommend.

Clear Financial Advice Ltd - Banstead
Pauline Grounds
5/5

I recently moved Pension providers to Clear Financial Advice Ltd and Harrison Anderton assisted me throughout the process, and was so helpful, efficient and such a pleasure to deal with. Harrison constantly kept me updated on the process of the transfer, and once completion had taken place. I have needed assistance after the transfer was completed, and once again his help was prompt and efficient. I would highly recommend Clear Financial Advice Ltd.

Clear Financial Advice Ltd - Banstead
Tom South
5/5

For several years, our family has entrusted Clear Financial Advice, and the experience has been exceptional. Their commitment to our best interests is unmatched, and we have complete trust in their expertise. We wholeheartedly recommend them to anyone seeking both professional expertise and a friendly, approachable service.

Clear Financial Advice Ltd - Banstead
Lawrie Procter
5/5

I have been with Clear for over 20 years, I have always found their advice to be accurate and honest, they take the time to understand my needs and objectives as a client and then tailor suitable suggestions. I have always felt that they were "on my side".
Of course the acid test with any IFA is what they do with your money, I cannot fault the knowledge and accuracy of the advice that I have received from Clear in respect of my pension, mortgage and saving.

Clear Financial Advice Ltd - Banstead
Roy Searle
5/5

Absolutely brilliant! We cannot commend Clear Financial Advice highly enough. They have been superb. Since signing up with their services a number of years ago, we have received the utmost care, help and wonderful advice. They have understood and respected our circumstances, wishes and preferences and advised accordingly, providing us with a degree of security and ability to achieve things on the financial front that we alone could never have dreamed of or realised. Their professionalism and financial expertise allied to their friendly, helpful care and consideration is exemplary. Easy to contact, helpful on every occasion and communicating clearly and regularly, all characteristics of a well run service with excellent staff. We have no hesitation in commending them. R&S Northumberland.

Clear Financial Advice Ltd - Banstead
Lee Andrews
5/5

Cannot fault Barry and his team. They’re all knowledgeable, professional and approachable. CFA have been looking after me and my company for the best part of 30 years and I am very happy with all the advice and service given over this period.

Clear Financial Advice Ltd - Banstead
Mark Blanchard
5/5

Sound financial advice and a personal touch that provides confidence your finances are working to your best interest. Clear and regular communication means you are fully aware of your portfolio.

Clear Financial Advice Ltd - Banstead
linda Wing
5/5

My husband and I have had an investment portfolio with clear Financial for a number of years. We have been impressed with the level of service, regular communication, jargon free on-going advice and in recent financially turbulent times, we still have a healthy portfolio. Professional well trained staff available to answer any number of questions. From initially two nervous investors we know we're in safe hands with Clear Financial Advice. Thoroughly recommended.

Go up