ClearPlan Financial Services Ltd
Initial consultation free
Independent
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
We can advise you on
Clients
helped
149helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Michael Meech
Chartered Financial Planner
What our clients say
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Ade
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...
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Karen
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...
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Janet
Impeccable service exceeding expectation. Extremely conscientious over confidentiality. Considerate & accommodating at arranging appointments. Researching & finalising investments to suit...
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Kevin
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...
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Kate
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...
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David
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...
Compliance
Tax planning is not regulated by the Financial Conduct Authority. A pension is a long term investment, the value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation. Registered in England and Wales under reference 11028801. Registered address: 3-4 Church Mews, Churchill Way, Macclesfield, Cheshire, SK11 6AY.
Legal information
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