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"Very well structured and completely focused on effective networking"

Sophie Chalmers, MD, Active Information

Stephen Jones Profile - NRG Member Directory

Clear Solutions Wealth & Tax Management Ltd

Stephen Jones - Clear Solutions Wealth & Tax Management Ltd Online profile

Stephen Jones - Clear Solutions Wealth & Tax Management Ltd Online profile
What We Do: Clear Solutions are Independent Financial Planners based in the Midlands.

Financial planning is what we do best, whether for the individual or the corporate client. We want to help you focus on your finances and provide clear solutions in an honest and simple way.
Business Sector: Financial Adviser
Expertise: Within the practice our team hold the Certified Financial Planner (CFP), Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS) accreditations. Our Managing Director has featured regularly on BBC Radio and appeared on national television as an expert financial planning specialist. Even our back office staff are more highly qualified than the Financial Services Authority proposed new minimum standards for advisers. In addition we have a Fellow of the Institute of Actuaries providing specific advice on matters such as final salary transfers and structured settlements and a Chartered Accountant specialising in tax matters.

Our Clients


East Midlands

West Midlands

Contact Details

Position: Chartered Financial Planner

Group: Metropolitan Birmingham
Member Since: 27-04-2011