Independent Financial Planners specialising in working with people close to retirement, business owners and solicitors.
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We decided to go with Clear Vision after considering a number of other advisers; we haven’t looked back since. Matthew was very careful to understand our needs and the level of risk we were prepared to take with our investments. He has also taken great care to present an analysis of our portfolio in a clear and unambiguous way, explaining everything we need in great detail. His careful management and forward projections have given us the confidence we need around our retirement planning. Thank you, Matthew.
Clear Vision provides a most reliable and responsible service. Matthew is very knowledgeable and makes sure his advice is tailored specifically to your needs and circumstances. He is always quick to respond to queries and gives good all-round financial service.
Matt has taken great care to understand us and our concerns, and then tailor a plan to help us manage our finances and ensure we have a comfortable retirement. Our annual reviews with Matt are reassuring, and we can change plans according to circumstances. As well as being highly qualified in his field, he is very approachable, professional and efficient.
After a recommendation from friends, we met with Matthew to have an initial no-commitment review of our financial situation. His approach was refreshing. He carried out a complete review of our financial affairs in an empathetic, informed and realistic manner, then recommended a strategy from short term through to long term. It gave us total confidence to 'hand the reins' to Clear Vision. The service is efficient, thorough and abreast of the many changes that could impact our finances.
My finances were previously all in different pots, managed by different people giving advice on many financial products. They are now all easily provides with a the future life plan.
Since using Clear Vision, I have an increased level of confidence that I am making the right investment decisions to secure a comfortable retirement. The water seems a lot less muddy than it was.
Clear Vision has given me increased peace of mind when it comes to making what seem like complex (to me!) pension decisions. Life after retirement now seems less daunting.
Matt provides a professional and friendly service. His advice has helped me to achieve a comfortable retirement. He is clear where he can offer advicetheand you know that that can be trusted.
I have had nothing but excellent and personal service from Clear Vision.
Clear Vision has given us confidence in managing our finances following an unsatisfactory experience with a previous adviser.
Matthew has been my trusted adviser for several years. He has a calm, considered professional manner and is a pleasure to deal with. Always giving of his time, I feel highly valued. I particularly appreciate his proactive approach and I have the confidence of knowing he is able to provide totally independent and bespoke guidance for my own requirements.
My wife and I have been using Matthew Aitchison of Clear Vision as our IFA since early 2014. His reports are clear and frequent and his client care second to none. I have been very pleased with the advice given and with the charging structure he uses, which is very competitive. I would not hesitate in recommending him.
If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help.
Read moreIf you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.
Read moreIf you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.
Read moreOur Financial Planner, Matthew Aitchison, is a Chartered Financial Planner.
Chartered status is the ultimate symbol of professionalism. To secure it, financial professionals must demonstrate:
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Read moreUnit 6
Rushey Ford Business Park
West End Road
Kempston
Bedfordshire
MK43 8RU
01234 853 395
Clear Vision Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find Clear Vision Financial Planning on the FCA register by clicking here. Registered in England & Wales. Company number: 07514108. Registered Office: Unit 6, Rushey Ford Business Park West End Road, Kempston, Bedford, England, MK43 8RU.
Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.
The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.
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Don’t just take our word for it.
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of clients are very satisfied with their face-to-face reviews
94
of clients are very satisfied with the speed of response from their adviser
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of clients would recommend Clear Vision to family, friends or work colleagues
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of clients believe that working with Clear Vision has helped/will help them to achieve their financial goals