Barry has worked in the Financial Services industry for over 30 years. He started his business, formally Greenirdge (life, Pensions & Mortgage Consultants) based in Wallington over 25 years ago. During this time he has grown the business which resulted in the office relocating to Banstead in 2017. He is very proud of the good relationship he has built up with his clients over the years, many of which he now classes as friends.
He has no plans to slow down anytime soon. In his free time (when he is missing from the office) Barry can be found at the nearest racecourse enjoying his love of horseracing. Dean joined Clear 3 years ago and has been in the financial services industry for 30 years. He started his career with the Prudential and has held several senior roles with other companies over the years, the last of which was Head of Financial Planning at Bells Solicitors.
He has no plans to slow down anytime soon. In his free time (when he is missing from the office) Barry can be found at the nearest racecourse enjoying his love of horseracing. Dean joined Clear 3 years ago and has been in the financial services industry for 30 years. He started his career with the Prudential and has held several senior roles with other companies over the years, the last of which was Head of Financial Planning at Bells Solicitors.
Services
As part of your Plan for Life, we'll give you straightforward explanations of your pension options and help you to understand financial provisions for long-term care, so you can protect your assets and enjoy your retirement. Getting tax wrong can mean paying more than you need to and losing money that could be put to better use.
Everyone has a unique vision of how the future should be, where you want to be tomorrow, what you'll need in later life and what you'd like to leave behind. We work closely with you to share your vision - to understand your goals and to picture the life you want to lead. Together we build your Plan for Life and help you to see that plan through to completion.
Everyone has a unique vision of how the future should be, where they want to be tomorrow, what they'll need in later life and what they'd like to leave behind. Wherever you are in life, whatever your circumstances, you deserve to have the financial plan that's right for you.
Building and protecting your assets, becoming more tax efficient, preparing for change or reacting to new circumstances, whatever you are doing, we'll offer the right advice and ensure your Plan for Life gives you security, protection and peace of mind.We now hold the British Standard 8577 accreditation.
Building and protecting your assets, becoming more tax efficient, preparing for change or reacting to new circumstances, whatever you are doing, we'll offer the right advice and ensure your Plan for Life gives you security, protection and peace of mind.We now hold the British Standard 8577 accreditation.
Clear Minds is our charity, set up to fund counselling and therapy services for people who need long-term support following a major trauma. Everyone has the right to live the life they want based on who they are, not on what's happened to them over the course of their lives.
At the present time and foreseeable future, Clear Financial Advice will pay all the costs of running the charity, which will raise awareness and fund counselling support for people affect by trauma or emotional, physical and sexual abuse.
At the present time and foreseeable future, Clear Financial Advice will pay all the costs of running the charity, which will raise awareness and fund counselling support for people affect by trauma or emotional, physical and sexual abuse.
Reviews (9)
Linda Wing
Jan 19, 2021
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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.
Laurie Joslin
Dec 09, 2020
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We have recently had an excellent experience with Jo Hillier one of the senior financial advisors. Jo worked diligently on our behalf over an extended period of time to help us obtain our Equity Release mortgage in very difficult times.
We could not have been in better hands. We have known Jo for the last 4 years and every time she has stepped up to the plate and given us excellent personal, friendly and re assuring service. We would highly recommend Jo and we will certainly be using Jo's services again in the future. We can not say enough positive things about Jo.
Jo is a true asset to Clear
We could not have been in better hands. We have known Jo for the last 4 years and every time she has stepped up to the plate and given us excellent personal, friendly and re assuring service. We would highly recommend Jo and we will certainly be using Jo's services again in the future. We can not say enough positive things about Jo.
Jo is a true asset to Clear
Gloria Ann Burton
Sep 11, 2020
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Clear Financial Advice Ltd has handled all my financial affairs for 20 years. I have always found them extremely professional and approachable. I have complete trust in their ability to look after my investments which they have proven time and time again.
I highly recommend this Company and consider myself very fortunate to be one of their Clients.
I highly recommend this Company and consider myself very fortunate to be one of their Clients.
Stobby Rockwell
Aug 01, 2020
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I met with John from Clear Financial Advice to discuss my current financial position and future plans. We talked through the options regarding up-sizing from a flat to a house, life insurance with income protection and pension planning. This was the first time I've seen a financial planner so didn't know what to expect but John was very knowledgeable and easy to talk to.
Kevin Elliott
Jun 04, 2020
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M. Leeves
Nov 03, 2019
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Nigel Gabb
Sep 13, 2019
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Stephen Marshall
Jun 24, 2019
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Hilda Aboagye
Dec 22, 2017
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