We carry out a comprehensive financial planning service which involves gathering relevant financial information, examining your current financial status and recommending a strategy to help you achieve your goals given your current situation and future plans. As Professional Advisers we act on behalf of our clients in recommending products and services from a range of different companies.
Clearview Financial Management Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority (FCA).
Olu spent two years as a direct sales consultant, starting in the Financial Services Industry in 1982. He realised within a short time as a direct sales consultant that he was limited in the advice he could offer his clients and it is this which inspired him to set up his own brokerage. He is FPC qualified and is actively involved in all aspects of technology to the point where he has made Clearview one of the most forward looking small practices within the industry.
Jackie joined the company in 1987 working on the administration side before becoming a financial adviser. She is the Company's link between all aspects in sales and administration, and is also FPC qualified and has the Diploma in Regulated Financial Planning.
Clearview Financial Management Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority (FCA).
We believe it is our responsibility to:
You have found us because you are interested in sound financial advice.
Clearview Financial Management Limited is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Clearview Financial Management Limited is registered in England No:07516078. Registered address 164-166 High Road, Ilford, Essex, IG1 1LL
Clearview Financial Management are authorised to deal with Financial Services and we are dedicated in giving advice in regards to Financial, Personal and Business Planning.
Please feel free to contact us if you have any enquiries or areas of financial planning which are of interest to you.
Please note: Guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore directed at consumers based in the UK