Independent financial planners in Bedford
Independent Financial Planners for people close to retirement, business owners and solicitors, based in Kempston, Bedfordshire.
If you want to retire on your terms, safe in the knowledge that you have the income you need to achieve your desired lifestyle, we can help.
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If you want to get financially organised and achieve the best possible future for you, your family and your business, we can help.
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If you want to address your complex, tax-driven financial needs and achieve a better work-life balance, we can help.
Read moreClear Vision is an Independent Financial Planning firm specialising in working with people close to retirement, business owners and solicitors.
Our Financial Planner, Matthew Aitchison, has worked in financial services for more than 13 years and holds both Chartered (CII) and Certified (CISI) status, placing him amongst the UK's leading financial professionals.
We're based in Kempston, Bedfordshire, working from a fully-modernised barn conversion where we meet most of our clients in a relaxed setting.
From the very first meeting, our focus is on you. We take the time to really get to know you, understanding the hopes, dreams and concerns you have, both for now and for the future.
We decided to go with Clear Vision after considering a number of other advisers; we haven't looked back since. Matthew was very careful to understand our needs and the level of risk we were prepared to take with our investments. He has also taken great care to present an analysis of our portfolio in a clear and unambiguous way, explaining everything we need in great detail. His careful management and forward projections have given us the confidence we need around our retirement planning. Thank you, Matthew.
Clear Vision provides a most reliable and responsible service. Matthew is very knowledgeable and makes sure his advice is tailored specifically to your needs and circumstances. He is always quick to respond to queries and gives good all-round financial service.
Matt has taken great care to understand us and our concerns, and then tailor a plan to help us manage our finances and ensure we have a comfortable retirement. Our annual reviews with Matt are reassuring, and we can change plans according to circumstances. As well as being highly qualified in his field, he is very approachable, professional and efficient.
After a recommendation from friends, we met with Matthew to have an initial no-commitment review of our financial situation. His approach was refreshing. He carried out a complete review of our financial affairs in an empathetic, informed and realistic manner, then recommended a strategy from short term through to long term. It gave us total confidence to 'hand the reins' to Clear Vision. The service is efficient, thorough and abreast of the many changes that could impact our finances.
My finances were previously all in different pots, managed by different people giving advice on many financial products. They are now all easily provided for with a future life plan.
Since using Clear Vision, I have an increased level of confidence that I am making the right investment decisions to secure a comfortable retirement. The water seems a lot less muddy than it was.
Clear Vision has given me increased peace of mind when it comes to making what seem like complex (to me!) pension decisions. Life after retirement now seems less daunting.
Matt provides a professional and friendly service. His advice has helped me to achieve a comfortable retirement. He is clear where he can offer advice and you know that it can be trusted.
I have had nothing but excellent and personal service from Clear Vision.
Clear Vision has given us confidence in managing our finances following an unsatisfactory experience with a previous adviser.
Matthew has been my trusted adviser for several years. He has a calm, considered professional manner and is a pleasure to deal with. Always giving of his time, I feel highly valued. I particularly appreciate his proactive approach and I have the confidence of knowing he is able to provide totally independent and bespoke guidance for my own requirements.
My wife and I have been using Matthew Aitchison of Clear Vision as our IFA since early 2014. His reports are clear and frequent and his client care second to none. I have been very pleased with the advice given and with the charging structure he uses, which is very competitive. I would not hesitate in recommending him.
If you would like further information or to book a meeting, please get in touch using the form.
