Clear Vision Financial Planning Ltd

Clear Vision Financial Planning Ltd Expert advice from a Chartered and Certified Financial Planner to help you achieve your desired life

Clear Vision Financial Planning Limited is a family run firm providing independent financial planning services to individuals and their families. We work very closely with our clients to really get to know them and to help them establish exactly what they want to achieve in their life, including their future lifestyle. We then design a strategy to match their financial resources to their goals and

aspirations. We stick with our clients year after year to ensure that their finances remain on track to give them, and their family, the life they want.

Our latest blog on tariffs and market volatility…
18/03/2025

Our latest blog on tariffs and market volatility…

The tariffs being introduced by Donald Trump are reshaping global markets, causing ripples that are being felt by businesses and individual investors alike. For those with investment portfolios, the volatility created by these policies serves as a powerful reminder of the importance of patience and

We are looking for a new administrator to assist in delivering a first class financial planning experience as part of ou...
20/12/2023

We are looking for a new administrator to assist in delivering a first class financial planning experience as part of our small and friendly team. Please feel free to share the below link with anyone who might be interested...

Clear Vision Financial Planning Ltd

New blog post... Investing can feel like taking two steps forward and one step back. The steps back can feel painful and...
21/08/2023

New blog post...

Investing can feel like taking two steps forward and one step back. The steps back can feel painful and scary. We look at a medium risk portfolio and the actual data of steps forward versus steps back.

Investing is a fickle thing. You can feel the elation of a few positive months, then the portfolio has a bad month and makes you feel foolish and scared. It feels like these bad months are coming thick and fast at times, but what does the data say? If we look at our CVFP50 portfolio, in the last

Read our latest blog on whether, with interest rate rises, cash is now a good investment...
16/05/2023

Read our latest blog on whether, with interest rate rises, cash is now a good investment...

The world feels like it's in turmoil right now with investors still licking their wounds from 2022 and no feel-good articles in the news. A big plus point (for savers) has been the rapid resurgence of rising interest rates. Last week the Bank of England (BOE) raised rates for the 12th month in a

A little blog from us on the rising corporation tax and using pensions to offset the effects...
27/04/2023

A little blog from us on the rising corporation tax and using pensions to offset the effects...

At the start of the new tax year we are experiencing longer days, rising temperatures and rising taxes... The 2023/24 tax year sees the raising of corporation tax from 19% to 25% for those with profits over £250,000. If your company makes a profit of £50,000 or less, you will still pay 19% as a '

Blog post - make the focus this year on maximising time well spent..
17/01/2023

Blog post - make the focus this year on maximising time well spent..

Happy New Year! I don’t know about you, but a new year always brings that feeling of hope and a fresh start. This year, let’s focus on your most valuable commodity, time. To be truly wealthy is to wake up each and every day with the ability to spend your time and energy doing the things you w

Read our latest blog summing up the Autumn Statement...
18/11/2022

Read our latest blog summing up the Autumn Statement...

On 17th November we had Jeremy Hunt's first autumn statement. After the infamous 'mini budget' delivered by Liz Truss and Kwasi Kwarteng, this was a very different offering. The backdrop for this autumn statement is inflation sitting at a 40 year high, and predictions of a prolonged recession. Th

A blog post giving an insight into how we see our business evolving over the next 10 years... 💡
24/08/2022

A blog post giving an insight into how we see our business evolving over the next 10 years... 💡

Before you worry that I’ve turned into someone who makes predictions, don’t despair! The last few months have been busy on the business front, and we have been taking some time to revisit our business plan and start to map out what we would like to achieve as a team in the next 10 years and beyo...

Read our latest blog on inflation, investments and staying the course...
24/05/2022

Read our latest blog on inflation, investments and staying the course...

So far, 2022 has been a challenging time with a great deal of uncertainty. We have seen a sharp rise in inflation, the Russian invasion of Ukraine, supply chain problems, warnings of an economic slowdown and the recent Covid lockdowns in China. And we're only in May! Lots to consider, but what do

Address

Unit 6, Rushey Ford Business Park, West End Road
Bedford
MK438RU

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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