Clearview Financial Consultants. Martin Smith IFA Ltd

We are based in Aylsham, and are qualified & regulated financial advisers.
As you would expect, we need to understand what’s important to you before being in a position to come forward with any form of advice. This starts with us asking questions about you, your current position and of course, your goals for the future.

The next step towards delivering our advice calls for us to use our experience and knowledge to carry out detailed research on your behalf.  This allows us to place options side by side and compare their performances and risks. Which are best suited to you? Sharing our findings and recommendations with you is the next stage in the advice process. We will thoroughly explain everything to you, leaving you well placed to consider the advice we give, allowing you as much time as you need to make a decision at your own pace.  Never will our clients be allowed to make a decision if we feel you need more time.

Ongoing Servicing of Your Portfolio

Many of our clients appoint us to provide ongoing support