Great financial planning must be personal and it must be clear.

For over 30 years as professional independent financial planners, we’ve worked with many different clients, each with their own set of priorities and concerns, their own life and business goals and their own take on the things that really matter.

Independent financial planners for over 30 yearsFCA authorised and regulated, no. 462810Banstead and Laurencekirk offices

Draw across the glass to clear the view

About you

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.

Are you looking for help to plan ahead, grow and protect your wealth and stay as tax-efficient as possible? Then please contact us. We are here to help you plan your life, today and tomorrow. That is a big responsibility, but it’s something we love doing and we take it very seriously. We’ll help you work out how to take care of your future – and the future of those closest to you.

Are you looking for experienced financial planners to help you understand your finances, your legal responsibilities and to build safety and contingency into your business plan? Then please contact us. We are here to help you as a business owner prepare for the unexpected, provide intelligent tax planning and ensure the company money is put to the best possible use.

Please note : Tax Planning is not regulated by the Financial Conduct Authority.

Are you looking for advice on how much you can borrow, find the best deal on the market or help you put together an application to boost the chances of success? Then please contact us. We are here to help you with the biggest financial commitment you are likely to take on in your personal life, which can be little daunting so our specialist can assist you at every stage of the process.

Please note : Your home may be repossessed if you do not keep up repayments on your mortgage.

Our services

All services in detail

Why Clear

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.

Why Clear

Meet the team

Our team comprises over 30 years of financial advisory experience. Speak to one of our advisers today.

Meet the whole team

Clear Minds

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.

About Clear Minds