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Clear Vision Financial Planning - Bedford

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: Unit 6, Clear Vision Financial Planning, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, United Kingdom.
Phone: 1234853395.
Website: clearvisionfp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clear Vision Financial Planning

Clear Vision Financial Planning Unit 6, Clear Vision Financial Planning, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, United Kingdom

☎️1234853395

⏰ Open Hours of Clear Vision Financial Planning

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Clear Vision Financial Planning, located at Unit 6, Rushey Ford Business Park, W End Rd, Kempston, Bedford MK43 8RU, United Kingdom, is a highly respected financial planning firm that offers a range of services to its clients. With a phone number of 1234853395 and a website at clearvisionfp.co.uk, the firm has established itself as one of the leading financial planning organizations in the region.

The firm specializes in financial planning, which is one of the most critical aspects of managing personal finances. Their services include investment planning, retirement planning, tax planning, and estate planning, among others. These services are designed to help their clients achieve their financial goals and secure their financial future.

Clear Vision Financial Planning is committed to providing exceptional service to its clients. The firm understands that each client has unique financial needs, and they work closely with their clients to develop customized solutions that meet their specific requirements. The firm's team of experienced and knowledgeable financial advisors is dedicated to providing the highest level of service and support to their clients.

One of the most notable features of Clear Vision Financial Planning is its wheelchair accessibility. The firm has ensured that its premises are accessible to individuals with disabilities, with features such as wheelchair accessible entrance, parking lot, and restroom. This commitment to accessibility demonstrates the firm's dedication to providing a welcoming and inclusive environment for all clients.

Clear Vision Financial Planning has received excellent reviews from its clients. The company has 4 reviews on Google My Business, and the average opinion is a perfect 5/5. This high level of satisfaction is a testament to the firm's commitment to providing exceptional service and personalized attention to its clients.

👍 Reviews of Clear Vision Financial Planning

Clear Vision Financial Planning - Bedford
Christopher M.
5/5

Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no idea when we could afford to retire. Using their unique software and market knowledge they were able to put together a tailor-made financial plan to optimise our savings and pensions whilst improving our tax efficiency. Thanks to the detailed analysis of our financial situation, I had the confidence to take Voluntary Redundancy when the opportunity arose and retired at 56. The Retirement Planning will also enable my husband to retire at 60 whilst providing an income that will not compromise the life style we desire. Matthew was able to help us understand what additional steps would be required to either increase our future income or retire earlier, if preferred, whilst personalising investments to suit our own risk preferences.

Matthew facilitated our ability to see what retirement would look like for us, until that point we were only focusing on not working, rather than how and what we wanted to do when we have more time.

We would have no hesitation in recommending their services, in fact we already have.

Clear Vision Financial Planning - Bedford
Elizabeth N.
5/5

Matthew has been hugely helpful in supporting us creating an appropriate financial plan and asking question to help guide us to a highly personalised solution. Our discussions are usually good fun too! How often can you say that about financial planning!

Clear Vision Financial Planning - Bedford
G14
5/5

We were looking for a financial advisor to help us plan financially for our post retirement. Over time we had accumulated pension pots and savings but not formally planned for our retirement.
Matt advised us to set lifestyle objectives and carry out a financial risk assessment before devising a suitable financial strategy and plan. We have fully implemented that plan.
We wanted a financial advisor we could fully engage with and Matt is extremely personable as well as highly knowledgeable on all aspects of financial planning and management. He regularly keeps in touch with us.
We have happily recommended Matt to others, including friends and family.

Clear Vision Financial Planning - Bedford
Steve F.
5/5

Have been a client for 5 years and have had very positive help and advice.

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