Saturday 4 September 2010
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Clear & Lane Chartered Accountants & Business Advisors
Clear & Lane Financial Services Limited

Financial Services

Will your children's inheritance be affected by inheritance tax?
Are your savings avoiding all the taxes they can?
If you die prematurely will your family be able to maintain your current standard of living?
Is your business sufficiently protected?
What is the best way to plan for your children's education?

Clear & Lane Financial Services are dedicated to giving our clients a complete and personal service, including advice on the following:

  • Financial Protection
  • Savings and Investments 
  • Wealth Management 
  • Retirement planning 
  • Tax Planning 
  • Business Advice 
  • Mortgages

Our financial advisers can help with all matters concerning your financial planning, mapping out the right routes for you to grow your wealth. Our advisers work closely together to bring clients a greater range of expertise and the convenience of having all of their needs catered for by one dedicated team.

We aim to build long term relationships with our clients by providing quality financial planning advice relevant to their life and financial goals. We can build a plan with you encompassing: 

  • An evaluation of your current situation
  • An in-depth 'Fact Find' to establish your financial aims, needs and attitudes

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available.

Please contact Mike Simms or David Radford in our Financial Services Office on 0844 801 0790 for your FREE Financial Planning Review.

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No investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rated and investments may change in the future

Clear & Lane Financial Services Limited is registered in England & Wales No. 4528353.  Registered office address: 340 Melton Road, Leicester, LE4 7SL. Clear & Lane Financial Services Limited are an appointed representative of D B Wood Ltd which is authorised and regulated by the Financial Services Authority (FSA).  D B Wood Limited is registerd in England & Wale No. 4312250.  Registered office address:: Crown House, Worrall Avenue, Arnold, Nottingham, NG5 7GP


 

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