The value of advice: part 3

This is the third in a series of articles where we explain how good financial planning and advice adds value. Here at Clear Vision FP we are slightly obsessed with ensuring we add value to our clients affairs. However, I appreciate it isn’t always clear what value a … Continue reading

Posted in Financial Planning, Investment | Leave a comment

The value of advice: pt 2

This is the second in a series of articles attempting to explain how (good financial planning and advice adds value. Here at Clear Vision FP we are slightly obsessed with ensuring we add value to our clients affairs. However, I … Continue reading

Posted in Financial Planning, Investment | Leave a comment

The Value of Advice: part 1

This is the first in a series of articles attempting to explain how (good) financial planning and advice adds value. Here at Clear Vision FP we are slightly obsessed with ensuring we add value to our clients affairs. However, I … Continue reading

Posted in Financial Planning, Retirement | Leave a comment

We’ve moved!

I’m very proud to announce that Clear Vision Financial Planning has moved!  This office move gives us a dedicated space for client meetings as well as room to grow our team; setting us up for the next 5-10 years of growth.  Our … Continue reading

Posted in Company News | Leave a comment

Recent Market Volatility

As I write this, global stock markets are suffering huge volatility. The FTSE 100 has dropped to its lowest levels since April 2017 and the Dow Jones has suffered its biggest fall since 2011. Suddenly the press has gone into … Continue reading

Posted in Financial Planning, Investment, News | Leave a comment

A lesson in diversification

The collapse of Carillion has been shocking and very sudden. Just last week Carillion was the UK’s second largest construction company employing 43,000 people globally and enjoying a turnover of in excess of £5 billion in 2016.However, Carillion has been … Continue reading

Posted in Financial Planning, Investment | Leave a comment

What we want to achieve this year…

For many people the new year is traditionally a time to reassess their life, consider goals and make plans for the coming 12 months. I am no different and, during the period between Christmas and New Year I took a … Continue reading

Posted in Company News | Leave a comment

Looking ahead to 2018

This time of year is rife with economists, investment professionals and journalists making predictions as to where they think global markets will go in 2018. These predictions often range from markets completely flopping to markets flying high and having a … Continue reading

Posted in Financial Planning, Investment | Leave a comment

Budget – November 2017

There were all kinds of fears for this budget in terms potential tinkering with pensions and trying to squeeze more tax revenue from the UK. However, it turned out to be a fairly uneventful and benign budget (thankfully). Below is … Continue reading

Posted in Financial Planning, Investment, Pensions, Tax | Leave a comment

Advice Triggers! – Part 1 – Retirement

There are certain trigger points in everyone’s life where financial planning is particularly useful. I will be exploring each of these in turn. The first trigger point I will be looking at is retirement. What is retirement? Retirement means different things … Continue reading

Posted in Financial Planning, Pensions, Retirement, Uncategorized | Leave a comment