Reliable independent chartered financial adviser in cheshire

When it comes to managing your finances, small things can have a huge impact. Allow ClearPlan Financial Services LTD to create a plan to improve your finances today.

Why Choose Us?

Some of the reasons why we should be your 1st choice

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    Independent 

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    Locally trusted

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    Highly Rated

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    You'll be our priority

Chartered financial planner

Chartered Financial Planner

ClearPlan Financial Services Ltd's advice is provided by Michael Meech who is a Chartered Financial Planner. He has also achieved FCII (Fellowship of the Chartered Insurance Institute) accreditation. Michael was also selected in the top 35 under 35's Rising Stars of 2016 by the Citywire New Model Adviser.

Creating a path for your future financial security

In today's volatile financial environment, we'll have to consider financial planning. Change is continuous, both in terms of the legislative environment and the financial markets, which beyond doubt has presented more options and freedom for all of us. The increased choices and flexibilities available have nevertheless increased the complexity of making the right financial decisions for you at the right time in your lives. Misinterpretation of the financial rules governing your options can lead to innocent, costly and often irrevocable mistakes. The need for clear and honest financial advice has never been greater. Whilst everyone’s financial situation is different, one thing we all want is to make the most out of our hard-earned money. At ClearPlan Financial Services Ltd, we help individuals, businesses, charities and trusts in creating an adaptable financial plan, delivering financial freedom and security through informed decision making.

Financial Adviser Cheshire

Our Services

As a financial adviser, we offer the following services

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Retirement Planning

Providing pre and post-retirement planning advice.

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Investment Planning

Want to create an investment portfolio?

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Tax Planning

Structure your financial affairs such that it works efficiently

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Financial Planning

Providing advice on cashflow & financial planning

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Estate Planning

Choose ClearPlan Financial Services Ltd for advice on estate planning

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Wealth Planning

Trust our Chartered Financial Planners to manage your wealth.

What our clients are saying

Michael has helped me come to a better understanding of my finances, a subject that I have always found daunting. He has explained things to me in a very professional straightforward and very patient manner. I feel that Michael has a genuine interest in my circumstances and takes in the 'whole picture'. I am grateful for his knowledge, integrity and honesty, nothing is too much trouble for him and I feel that my future finance is in save hands. Thank you Michael

Anne, Bollington

Thank you for your advice and managing my pension plan. It was great advice from ClearPlan and it all went so smoothly I would recommend Clear Plan to anyone.

Yvonne, Sutton

I cannot recommend Michael enough. From my first tentative telephone enquiry Michael was polite, courteous, professional and above all friendly. He explained all the options available to me in a manner I could easily understand, never pushing me towards anything I was not comfortable with, and offering reassurance when I needed it. I was always kept fully up to date throughout the process of accessing my pension, and am delighted with the outcome.

Stephanie, Alsager

I met Michael through my local Chamber of Commerce and he is a great professional to work with. His knowledge along with his ability to speak to you on a level is refreshing to the complex industry of financial planning. I know that any client of mine who wants to discuss their pension or investments will be in good hands. Michael has also introduced me to some very good business clients who we are now working with on a long term property projects. I would not hesitate to recommend Michael to colleagues and other potential clients.

Alex, Macclesfield

I was looking for a fresh and knowledgeable approach to help me optimize our pension funds and investments. Michael provided this approach in a very straight forward manner and had the patience to properly explain the issues; his technical knowledge is impressive, which can't be said for some of the other people I have dealt with in the past. I know I can call him any time I have queries or new problems relating to my finances and will get a timely and informed opinion. I currently have a well-balanced portfolio against our needs and accepted risk profiles. I really have everything I could wish for from this service.

David, Cheshire

Impeccable service exceeding expectation. Extremely conscientious over confidentiality. Considerate & accommodating at arranging appointments. Researching & finalising investments to suit requirements taking all information & circumstances into account.

Janet, Cheshire

"I met Michael over a year ago, and at all times he has been happy to advise and demonstrate how my pension can be improved and looked after. I have found him refreshing in his honesty, kindness and genuine interest in trying to help, and at no time have I doubted his knowledge. I have recommended him to contacts and will be moving my pension over to his company this week. Michael is highly qualified and trustworthy, and he has good ethics, the expression ‘wise head on young shoulders’ comes to mind. He will go the extra mile for all his clients and give an honest review and advice.

Kate, Macclesfield

A change in my personal circumstances necessitated a review of my finances. I find the whole subject very tortuous to deal with and needed somebody I could trust. Michael is a young man with integrity and gives excellent advice based on a strong technical knowledge. He actually listens to the clients wishes and makes them the centre of the equation as opposed to just pushing you into products which might be flavour of the month. I am very happy with the service I have received and he has made me feel more at ease with dealing with these matters for the future.

Karen, Cheshire

Having spoken to other financial advisers prior to working with Michael, it was very clear to me that Michael's approach was different. At no point was he interested in selling me a product, service or a solution. He simply wanted to understand what my current situation was and where I wanted to get to. Once he had this idea in his mind, he very clearly advised me on what else I needed to think about in order to achieve my goals; many things that I had never considered. From here, we worked together to put a plan in place that doesn't just think about the now, it's looking towards the future. Thank you for putting my mind at rest Michael, I hope this review helps you to help others do the same.

Kevin, East Didsbury

When dealing with Michael and the team at Clear Plan, I felt that I was getting a clear idea of where I wanted to be in life. The team helped me identify areas in life I had not considered and options that I didn't know about. I found everything about the service provided to be executed well and would be happy to recommend this company to others.

Ade, Stoke

I find Michael to be incredibly professional and very knowledgeable about the intricacies of the financial industry. Just as importantly he is open, approachable and willing to answer any questions you might throw at him. It's clear that he will go out of his way to ensure they make the right investment choices.

Stuart, Nr Crewe

Looking for a reputable, Chartered Independent Financial Adviser?

Contact ClearPlan Financial Services Ltd on 08000 449 550 or 07778 841 007.
We're based in Cheshire and serve customers throughout the UK.