We deliver financial planning that is clear to understand, clear in cost and clearly independent Clearly Independent Financial Planning Ltd is an independent financial planning firm specialising in providing regulated advice to individuals approaching retirement and those already in retirement, as well as to clients seeking long-term investment growth. The firm supports clients through the transit
ion into retirement and throughout later life, helping them plan for financial security, sustainable income, and long-term financial wellbeing. Advice is tailored to each client’s personal circumstances, objectives, investment time horizons, attitude to risk, and capacity for loss. Pre-retirement advice includes pension planning and consolidation, tax-efficient contribution strategies, retirement cash-flow modelling, tax-free cash considerations, long-term investment planning, and general investment advice for growth where appropriate, alongside suitable protection planning to help safeguard income, family, and lifestyle. Post-retirement advice focuses on retirement income and drawdown strategies, ongoing investment management, tax planning, inheritance and estate planning considerations, and regular reviews to ensure continued suitability as circumstances, legislation, and client needs evolve. Advice is provided on an independent, whole-of-market, advised-only basis in line with FCA requirements. Clearly Independent Financial Planning Ltd operates with a strong commitment to transparency, robust governance, and delivering good client outcomes in accordance with the FCA’s Consumer Duty.
