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ClearFuture Financial Services

  2. Toowoomba Finance

Reviews, get directions and contact details for ClearFuture Financial Services

"We're here to help you build a stable financial future with tailored financial advice and wealth management. Our robust, bespoke financial plans are designed to help you at whatever stage of life you're in. We understand that finances are important to everyone, so our Financial Planners, based in Gloucestershire provide high-quality advice and services to individuals and businesses. Our focus is on maintaining long-term relationships and providing our clients with the peace of mind they want and deserve. We believe that by working with us, you will understand the different aspects of wealth management and be able to achieve your financial goals. Let us help you put a robust financial plan in place and get excited about your future."
Address: 470 Ruthven St, Toowoomba City QLD 4350, Australia
Phone: (07) 4638 5676
State: Queensland
Zip Code: 4350


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Reviews
We are very pleased to have received excellent financial advice and support from Geoff and Simon for a number of years. This personal and friendly service has continued through Clear Future Financial Planners and the rest of the team, Michelle and Serena. Our investments and pensions guidance from Clear Future Financial Planners has always been comprehensive and easy to understand. In the current financial environment, we feel that the financial help that we receive is something we can trust.
My wife and I have recently transferred our business to Clear Future Financial Planners. And what a good decision this has been! Our previous financial advisor retired a few years ago, and our business was transferred to a large financial planning company in another part of the UK, and the personal service and advice to which we had become accustomed completely disappeared. Everything seemed remote, distant and inaccessible, advice was difficult to come by and our money seemed inaccessible. We were recommended CFFP and all that has changed. We now experience personal service and interest in us as clients, with advice based on our needs. Consequently, we now have a far clearer understanding of the processes and issues involved in financial planning as they apply to us, and are able to make informed decisions with understanding and confidence. As well a better understanding, we also feel positive and more confident about our money and its management now we have place our business with CFFP. We highly recommend Simon and the team at Clear Future Financial Planning.
I went to Clear Future with a number of pensions pots after working for different employers, plus various savings funds. Clear Future helped me to consolidate and simplify things and to invested my money ethically and sustainably - something important to me. I am confident my money is in safe hands and have recommended Clear Future to a number of my friends and family over the last few years.
I have put my trust in Clear Future Financial Planners to manage my pension since my retirement and they have repaid this with their professional approach to service my needs. The work we did together during our recent review meeting certainly gave me peace of mind in these very difficult economic circumstances.
Simon provided a very clear picture of our financial position in a graphical form which was very easy to understand. this clarified the decisions that need to be made going forward and provided us with much reassurance for the future.
I have received excellent service and advice from Simon with regards to my pension possibilities. Thanks to that advice I was able to retire several years early. Simon also takes care of my wife's pension advice resulting in her also retiring several years before state retirement age. We have no hesitation in recommending Clear future financial Planners.
I first approached Clear Future Financial Planners CFFP three years ago as I had several pension pots and was unsure if they were providing the best return. Simon reviewed my situation then discussed everything in 'plain English' advising on the various options available to me. I decided to combine my pension funds & move everything to a new plan that would work my fund and hopefully provide a much better return although I know nothing in life, or pensions, is ever guaranteed. I periodically receive updates from CFFP which are clear & easy to understand & Simon and the team are always on hand should I have any questions or need further advice. I would not hesitate to recommend to anyone needing professional financial advice.
We've been with Simon at Clear Future for a year now, and he has proven to be friendly, knowledgeable and patient in explaining our Pension options. I would certainly recommend the Company to anyone who needs clarity with their Pension Investments.
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