Perrett

At CLEAR Financial Solutions Perrett & Co., we are dedicated to providing high-quality, competitively priced services to private individuals and businesses in the East Midlands. As a leading firm of Independent Financial Planners, we take pride in offering tailored financial planning solutions to help our clients achieve their long-term goals.

Our Philosophy

We understand that navigating the complexities of the financial services industry can be daunting. That's why we take a holistic approach to financial planning, taking into account each client's unique circumstances and goals. Our experienced and trained professionals will work closely with you to identify, assess, and address your financial needs and priorities.

Our Services

We specialize in a range of financial services, including:

• Financial planning
• Pensions and retirement planning
• Full range of investments and savings advice
• Employee benefits
• Tax planning
• Estate planning
• Personal and corporate protection

Our experts will guide you through a comprehensive financial planning process, helping you to:

• Identify and achieve your financial goals
• Develop a tailored plan to help you achieve your desired lifestyle
• Minimize taxes and maximize your wealth
• Protect your estate and ensure a secure financial future for your loved ones

Our Approach

At CLEAR Financial Solutions Perrett & Co., we follow a rigorous six-step Financial Planning Process to ensure that our clients receive the highest level of service and advice. Our process is designed to be transparent, accountable, and focused on delivering outstanding results.

Get to Know Us

Before committing to our services, we invite you to take part in an initial call to get to know us and our approach. This is an opportunity to discuss your financial goals and objectives, and determine if our services are the right fit for you.

Portfolio Review Services

Our investment portfolio review services are designed to provide a proactive, transparent, and accountable approach to managing your investments. Our research-driven approach ensures that your investments are optimized for your risk profile and financial goals.

Tax Planning

We take a practical and thorough approach to tax planning, considering both private and business circumstances. Our tax planning services aim to minimize your tax liabilities, ensuring that your savings and investments are managed in a way that maximizes your wealth and minimizes your tax burden.

Our Commitment

At CLEAR Financial Solutions Perrett & Co., we are committed to delivering exceptional service, expert advice, and a personalized approach to financial planning. We take pride in our reputation for being responsive, accountable, and dedicated to helping our clients achieve their financial goals.