Clear Future Financial Planners - Stonehouse

Address: Suite C, Clear Future Financial Planners, The Old Dutch Barn, Westend, Stonehouse GL10 3GE, United Kingdom.
Phone: 1453619191.
Website: clearfuturefp.co.uk.
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointment required.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Clear Future Financial Planners

1453619191

Clear Future Financial Planners is a reputable financial company located in Stonehouse, GL10 3GE, United Kingdom. Their office is situated in Suite C, The Old Dutch Barn, Westend, and can be easily accessed by phone at 1453619191. The company's website, clearfuturefp.co.uk, provides valuable information about their services and team.

The firm specializes in financial planning, consulting, and investment services. These areas of expertise make Clear Future Financial Planners an excellent choice for individuals and businesses seeking financial guidance and support.

Clear Future Financial Planners offers on-site services and accommodates online appointments for the convenience of their clients. Their location includes wheelchair-accessible facilities, such as a car park, entrance, and toilet, ensuring a comfortable experience for all clients.

In addition to their commitment to accessibility, Clear Future Financial Planners is an LGBTQ+ friendly company, fostering an inclusive environment for all clients. An appointment is required to ensure that each client receives personalized attention and service.

According to Google My Business, Clear Future Financial Planners has received an impressive 32 reviews, with an average rating of 4.9/5. This high rating reflects the company's dedication to providing exceptional financial services and support.

Reviews of Clear Future Financial Planners

Clear Future Financial Planners - Stonehouse

Alex Reed

2/5

It has taken some time to process my experience with Clear Future and having taken time to reflect I feel that this score is fair.

Having been through a consultation process (which was professional) a stocks and shares ISA was created and a plan to drip feed existing savings. Whilst the plan seemed sensible to start with, the reality is that after years of investment, the fund represented a 5.9% loss.

I am of course aware of the risks of investing and that a return is not guaranteed, plus this was well communicated during the set up.

My 2 key issues;
1) I don't believe the funds are reviewed with sufficient frequency. When reviewing the portfolio of funds that had been invested in, some were making sustained, persistent losses. Look at the 5 year growth for the FTSE 100 and 250, they have progressively grown whilst the Clear Futures choice of investment have not.
2) Communication. During the set up, the communication was very good. However, as soon as I was raising issues with the ISA, there was very little. Upon writing to request that my account be closed and outlining where the service/product had fallen short, I didn't even receive a response other than saying it will be closed. No apology for losing a customers money?

Whilst the company has received plenty of 5 star reviews, this was not my experience.

Rob Parker

5/5

Simon and the team have been advising me now for over 2 years and I have found them to be exceptionally professional at all times. I found with previous Financial Advisors the personable touch wasn't always there but that is definitely not the case with Simon and the team.

Paul Harrison

5/5

Simon and the team offer a professional and personal financial advice service. A lot of time is spent understanding our needs and then presenting recommendations that suit our circumstances. The team are proactive in contacting us and re-evaluating our needs on a regular basis both via the online portal and, at least one, annual face-to-face meeting. The cash flow projections are particularly useful and all questions are answered thoroughly. The whole team provides a friendly, professional and bespoke service. If you need to get your pensions sorted out, and organised, then contact them with confidence.

Margaret Chadwick

5/5

Three people recommended Geoff and Simon to me when I needed advice about pension funds. Everything was clearly explained and written down for me and two pensions were merged into one fund. Simon is always available to give advice and to address any concerns and I receive regular updates. The team are friendly, approachable and straightforward.

Jennifer Lowe

5/5

I have found Clear Future Financial Planners to be very professional with a dedicated team which give excellent advice. I would have no hesitation in recommending them to my friends.

Mark Ledeux

5/5

Simon and colleagues provide an excellent and very thorough service. Extremely professional in the way they conduct reviews, well supported with graphs etc to help get across complex information. Very relaxed atmosphere and very friendly approach. Definitely recommend their services to anyone looking for financial advice.

Keith McNeill

5/5

We are very pleased to have received excellent financial advice and support from Geoff and Simon for a number of years. This personal and friendly service has continued through Clear Future Financial Planners and the rest of the team, Michelle and Serena.
Our investments and pensions guidance from Clear Future Financial Planners has always been comprehensive and easy to understand.
In the current financial environment, we feel that the financial help that we receive is something we can trust.

Nigel Ledeux

5/5

I have have been receiving financial service from Geoff and now Simon for approximately 25 years. The many years of excellent advice I received enabled me to retire early when I received a lump sum from my employer which was being restructured. The advice and investments made allowed me to complete our mortgage early whilst laying a sound financial foundation for the future.

Advice has always been given in a clear straightforward way with time to reflect on the advice given. This has enabled us to enjoy a happy retirement with a balanced financial portfolio of investments at a risk level we our comfortable with.

They have provided professional advice delivered in a friendly way without any time pressures. I have been happy to recommend them to friends over the years.