ClearView Financial Consultants
Initial consultation free
Independent
Always in your own time, no one else's.
Financial decisions are not and should not be made overnight. I will work alongside you at whatever pace you are comfortable with and if it's not right, it's not right
We can advise you on
Clients
helped
34helped
Minimum
pension value
£20k+pension value
Minimum
wealth
£50k+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 James Drake
Financial Adviser
What our clients say
jp
Jill P
James Drake gave clear and very useful information, would highly recommend
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Adam H
Highly recommend Martin Smith Independent Financial Adviser. Very professional and friendly service. James Drake helped us with our wills and approached the task in such a way that the more...
js
James S
Needed to get advice on pensions so i saw James, he gave me sound advice and consolidated my pension ensuring a better return
ab
Alex B
Fantastic experience with James from the initial appointment through to execution of services. Nothing was too much trouble and a delicate position was handled superbly. I would have no hesitation in...
jw
Jayne W
I wasn’t confident that my then current financial arrangements were working to my advantage so James helped me by investing my finances in higher yielding funds etc. whilst taking into account what...
ks
Kieran S
Moved jobs and had a workplace pension i wanted reviewing, James discussed my options with me, took the time to make sure i was fully aware and help guide me to the best option for me. He also took...
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