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.
Independent Chartered Financial Planner
Do you want to create a pension plan? Contact ClearPlan Financial Services Ltd if you need help with retirement planning.
The value of investments and income from them can go down. You may not get back the original amount invested.
Wealth Protection Services
ClearPlan Financial Services Ltd provides advice on life insurance, income protection and critical illness protection
Plan for your retirement
At ClearPlan Financial Services Ltd, we provide pre and post retirement planning advice. With our extensive knowledge we'll be able to guide you to have an appreciation and understanding of the complexities surrounding retirement planning by communicating all the available options in a clear jargon free language. Our advisers will understand your financial ambitions and develop a suitable retirement plan. We'll also help you in implementing strategy based retirement planning solutions.
Lifestyle cash flow modelling
We undertake a lifestyle cash flow modelling exercise and review it annually. This will help you in determining how much is required to maintain the planned lifestyle. Our pension plans are prepared on the basis of money as well as lifestyle. Contact us for more information on our services.
Imagine you were unable to work due to accident or sickness for a prolonged period but your medical diagnosis did not qualify as a critical illness. Owning an income protection policy in this instance will protect you from the loss of a proportion of your regular income enabling you to maintain your family’s routine lifestyle.
Feel free to contact us with your requirements.
These plans have no cash-in value at any time. If you stop paying the premiums the cover may cease.