Clear Vision Financial Planning

Reviews, get directions and contact details for Clear Vision Financial Planning

"Chartered and Certified Financial Planners.We deliver a high class and personalised service to help our clients to live their best life now and in the future."

Address: 6 Cherry Walk, Kempston, Bedford MK42 7PB, UK

Phone: 01234 851797

Website

State: Bedford

City: Bedford

Zip Code: MK42 7PB

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

We were looking for a financial advisor to help us plan financially for our post retirement. Over time we had accumulated pension pots and savings but not formally planned for our retirement. Matt advised us to set lifestyle objectives and carry out a financial risk assessment before devising a suitable financial strategy and plan. We have fully implemented that plan. We wanted a financial advisor we could fully engage with and Matt is extremely personable as well as highly knowledgeable on all aspects of financial planning and management. He regularly keeps in touch with us. We have happily recommended Matt to others, including friends and family.

Have been a client for 5 years and have had very positive help and advice.

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Clear Vision Financial Planning

Reviews, get directions and contact details for Clear Vision Financial Planning

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