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Stephen Clare - about me

5 questions to ask. 5 questions to ask. We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice. Steve Hancock and Becky Beasley, Exeter. Contacted by Financial Times. Came first both times -. I am a 'whole of market 'independent financial adviser and take great pride in offering unbiased, down-to-earth and friendly advice on all aspects of financial planning. My home has been in. Stephen Clare BA(Hons) DipPFS. I am a regis...

http://stephenclare.co.uk/

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Stephen Clare - about me | stephenclare.co.uk Reviews
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5 questions to ask. 5 questions to ask. We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice. Steve Hancock and Becky Beasley, Exeter. Contacted by Financial Times. Came first both times -. I am a 'whole of market 'independent financial adviser and take great pride in offering unbiased, down-to-earth and friendly advice on all aspects of financial planning. My home has been in. Stephen Clare BA(Hons) DipPFS. I am a regis...
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1 about me
2 comments from clients
3 mystery shopper survey
4 aims
5 services
6 treating customers fairly
7 partnership code
8 fees and charges
9 contact me
10 stephen clare
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Stephen Clare - about me | stephenclare.co.uk Reviews

https://stephenclare.co.uk

5 questions to ask. 5 questions to ask. We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice. Steve Hancock and Becky Beasley, Exeter. Contacted by Financial Times. Came first both times -. I am a 'whole of market 'independent financial adviser and take great pride in offering unbiased, down-to-earth and friendly advice on all aspects of financial planning. My home has been in. Stephen Clare BA(Hons) DipPFS. I am a regis...

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stephenclare.co.uk stephenclare.co.uk
1

Stephen Clare - contact me

http://stephenclare.co.uk/page12.htm

5 questions to ask. 5 questions to ask. Email - stephenclare@thinkpositive.co.uk. Phone - 01404 823375. Click here for map. If you are calling to see me, please open the gate and drive in. I am always happy to talk through any queries. Please feel free to make contact. Stephen Clare created at www.mrsite.com.

2

Stephen Clare - mystery shopper survey

http://stephenclare.co.uk/page3.htm

5 questions to ask. 5 questions to ask. Adviser (Independent) - Stephen Clare, Positive Solutions, Longfield, Whimple, Exeter, EX5 2TF. The mystery shopper visited Exeter in Devon to find investment advice.'. The shopper came away feeling that her needs were being fully considered and that the adviser would be well-placed to help her. She would be happy to meet for further discussions.'. The mystery shopper visited Exeter in Devon to find mortgage advice.'. Stephen Clare created at www.mrsite.com.

3

Stephen Clare - partnership code

http://stephenclare.co.uk/page9.htm

5 questions to ask. Positive Solutions partnership code for clients. 5 questions to ask. Partnership Code: Positive Solutions is an organisation whose purpose is "To help our clients, Understand, Protect and Increase their Assets". We refer to all members of Positive Solutions as Partners, this includes staff, IFAs, IMBs, shareholders and directors. All Partners subscribe to our Partnership Code which sets out explicit principles as to how they deal with private clients and other members. Be part of a la...

4

Stephen Clare - aims

http://stephenclare.co.uk/page5.htm

5 questions to ask. 5 questions to ask. To help our clients, Understand,. Protect and Increase their Assets'. To help you understand your current situation. And find out what your priorities are. To advise you on how to make the best use. Of what you already have. And help protect your current circumstances. To advise you on the best ways to plan for your future. To review all these areas on a regular basis. And make sure you are always able to get. Please also see 'treating customers fairly'.

5

Stephen Clare - services

http://stephenclare.co.uk/page7.htm

5 questions to ask. 5 questions to ask. Pensions and pension forecasts. Life and critical illness assurance. Accident, sickness and unemployment insurance. Mortgages and capital raising. Long term care planning. Please note - the value of investments and pensions can fall as well as rise and you may get back less than you invested. Please remember your home may be repossessed if you cannot keep up the repayments on any mortgage or other loan secured on it. Stephen Clare created at www.mrsite.com.

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5 questions to ask. 5 questions to ask. We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice. Steve Hancock and Becky Beasley, Exeter. Contacted by Financial Times. Came first both times -. I am a 'whole of market 'independent financial adviser and take great pride in offering unbiased, down-to-earth and friendly advice on all aspects of financial planning. My home has been in. Stephen Clare BA(Hons) DipPFS. I am a regis...

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5 questions to ask. 5 questions to ask. We are really pleased with the advice we have received from Stephen and would recommend his services to anyone requiring financial advice. Steve Hancock and Becky Beasley, Exeter. Contacted by Financial Times. Came first both times -. I am a 'whole of market 'independent financial adviser and take great pride in offering unbiased, down-to-earth and friendly advice on all aspects of financial planning. My home has been in. Stephen Clare BA(Hons) DipPFS. I am a regis...

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