Clear Solutions Wealth & Tax Management Ltd - Birmingham

Introduction

Clear Solutions Wealth & Tax Management Ltd, situated at 114 The Argent Centre, 60 Frederick Street, Birmingham B1 3HS, United Kingdom, is a professional firm dedicated to providing comprehensive wealth management and tax consultancy services. With a customer-centric approach, the company aims to deliver tailored solutions that cater to the unique financial objectives and circumstances of each client.

Main Services

• Financial Planning: Clear Solutions offers expert financial planning services, helping clients navigate their financial journey with confidence. The firm takes into account each client's individual needs, goals, and risk tolerance to create bespoke financial plans.
• Investment Services: The company provides a range of investment services, including portfolio management, investment strategy development, and regular reviews. Their investment philosophy is based on evidence and academic research, ensuring that clients' assets are managed efficiently and effectively.
• Tax Consultancy: Clear Solutions specializes in tax planning and consultancy, assisting clients in minimizing their tax liabilities and maximizing their wealth. The team stays up-to-date with the latest tax legislation and ensures that clients' tax affairs are in order, helping them to save time and money.
• Business Advice: For business owners, Clear Solutions offers advice on buying or selling a business, protecting assets, and planning for succession. The firm also provides support for clients facing divorce, helping them to manage and divide their finances effectively.
• Inheritance Tax Planning: The company assists clients in managing their inheritance tax liabilities, ensuring that their hard-earned wealth is passed on to their beneficiaries in the most tax-efficient manner possible.

Location and Access

Clear Solutions Wealth & Tax Management Ltd is conveniently located in Birmingham's Jewellery Quarter, a vibrant and historic neighborhood with easy access to public transportation. The firm is a short walk from both Birmingham Snow Hill and Birmingham Moor Street train stations, as well as several bus stops. For those traveling by car, there is a wheelchair-accessible car park available nearby.

The Argent Centre, where the firm's offices are located, is a modern, purpose-built business center that provides a professional and accessible environment for clients. The building is fully wheelchair-accessible, with a wheelchair-accessible toilet available for use.

Featured Characteristics

• Independent Advice: Clear Solutions is an independent firm, meaning they are not tied to any specific financial products or providers. This allows the company to provide unbiased, impartial advice tailored to each client's unique circumstances.
• Chartered Status: The company's financial planners are Chartered Financial Planners, a prestigious qualification that demonstrates their commitment to professionalism, integrity, and technical excellence. This ensures that clients receive the highest standards of advice and service.
• Personalized Service: Clear Solutions prides itself on its personalized approach to wealth management. Each client is assigned a dedicated financial planner who takes the time to understand their individual needs, goals, and concerns, providing a bespoke service tailored to their specific requirements.
• Transparent Fees: The firm believes in transparent and competitive fee structures, ensuring that clients understand the cost of their financial advice and the value they receive for their money. Clear Solutions offers a free, no-obligation initial consultation to discuss clients' financial needs and objectives.

Practical Information

• Contact Information:
  • Address: 114 The Argent Centre, 60 Frederick Street, Birmingham B1 3HS, United Kingdom
  • Phone: 1216313519
  • Website: clearsolutionsifa.co.uk
• Opening Hours: Monday to Friday, 9:00 AM to 5:30 PM (appointment-only)
• Appointments: Appointments are recommended, and clients can book a consultation online or by phone.

Positive Aspects from Reviews

Clear Solutions Wealth & Tax Management Ltd has received an average rating of 5/5 from 2 reviews on Google My Business. Both reviews highlight the positive aspects of the firm's services:

• Expertise: One reviewer praised the firm's "excellent financial advice," highlighting the team's expertise and professionalism.
• Personalized Service: Another reviewer appreciated the "personal touch" provided by the firm's financial planners, stating that they took the time to understand their unique financial situation and provide tailored advice.
• Communication: Both reviewers commended the firm's clear and concise communication style, ensuring that clients feel informed and confident throughout the wealth management process.
• Value for Money: One reviewer noted that the firm's fees were "very reasonable" considering the high level of service and expertise provided.

In conclusion, Clear Solutions Wealth & Tax Management Ltd offers a comprehensive range of wealth management and tax consultancy services, tailored to the individual needs and goals of each client. With a commitment to professionalism, independence, and personalized service, the firm has earned a reputation for excellence in the Birmingham area and beyond.

👍 Reviews of Clear Solutions Wealth & Tax Management Ltd

Craig M.

5/5

I met Stephen undertaking some work on a mutual client. I wasn't looking for a financial adviser as I've met many financial advisers through my work. However, having seen Stephens work and witnessing his expert knowledge within his field, I wasn't hesitant in engaging him. He has regularly demonstrated that same expertise in advising myself on many matters.

Jaz G.

5/5

I have recently been looking at the financial planning process and seeking a firm that delivers this in a comprehensive manner. Having reviewed several providers and looked at the depth of financial planning undertaken, I was impressed by the professionalism and comprehensive process being proposed by Clear Solutions. This sets them apart from other providers and offers me a comprehensive look into the future in terms of financial planning.