Stephen Jones

Our clients are mainly time pressured individuals from a business or professional background with financial complexity who simply want a single point of reference for all their financial affairs. Our key role is to help you define, assess and choose the most effective way to reach your financial objectives. In short we distill complex situations into simple ones, and where circumstances require it - incredibly innovative solutions. Our clients are happy to pay our fees for real tangible value - the personal, consistent and exclusive relationship based service we deliver. Obviously until we know more about you it is impossible to be precise but our minimum initial fee for a full financial review encompassing tax planning, investments, pensions, protection and business planning is £3000 but this can be paid for via implementation of solutions if preferred. For ongoing advice it is £100 per month. For more straightforward product or transactional advice our minimum initial fee is £1000. Stephen heads a team based in London and Burton on Trent of highly qualified individuals including two who are Chartered Financial Planners and one who is also a Certified Financial Planner and a Fellow of the Personal Financial Society. He also led Clear Solutions Wealth & Tax Management Ltd to become the only firm in the country to be achieve both ISO2222 and BS85777 by the Chartered Insurance Institute and later became an assessor for both standards. When the Chartered Insurance Institute relinquished their UK licence to maintain the above awards, Clear Solutions reluctantly withdrew from the accreditation scheme. He has been frequently heard on BBC Radio and has appeared on local television as an expert on financial services. Any exploratory discussion or meeting is at our cost and no fee or obligation is incurred until we have agreed both the scope and cost basis.