Clear Solutions Wealth & Tax Management Limited, Independent Financial Advisors, whilst only set up in January 2006 has tremendous strength in depth. Based in the Midlands, we have combined industry experience of around 50 years.

In that time we have managed to pass virtually every exam in every subject the Chartered Insurance Institute has set. This makes us some of the best qualified advisers in the region. Indeed Stephen will soon be one of the highest qualified planners in the country, having been awarded his chartered status by the CII, and he will be awarded his certified financial planner (CFP) accreditation early next year. (The CFP is the only internationally recognised financial planning qualification in the world, it is held by less than 500 financial planners in the UK.) More than just Independent Financial Advisors.

Our experiences within the financial services arena has taken us from insurance companies to banks, from national accountants to local Midlands based accountants and had dealings with both national UK and local solicitors.

Our clients range from first time buyers to those retired and from the start up businessman to the business worth in excess of £25 million.

The business is driven by the enthusiasm to provide ‘Independent’ advice free from any outside source applying pressure to make a sale. As David says “once you stop working under the constraints of someone else’s agenda and focus purely on the clients agenda the advice process becomes far more about advice and less about the amount of commission. Don’t get us wrong, some of our clients still like the commission route but we offer the client the freedom of choice”.

Stephen says "we each have our own area of speciality in which we are very well qualified, but also, we work as a team with each of us adding value to each others clients. We are paid by fees, in the main, as our clients feel it is in their best interests that we are not driven by product sales". Kevin adds "our clients want to feel that they are valued and are part of the decision making process".