Clearview Financial Consultants
Reviews and Ratings for Financial adviser James Drake, Norwich

Welcome to ClearView Financial Consultants

We know that the key to making a sound investment decision starts with investing time together. For some clients, you may prefer to involve a family member or close friend. We actively encourage this and are also happy to meet with you at your home if you prefer. It’s your meeting, not ours.

How we do itAs you would expect, we need to understand what’s important to you before being in a position to come forward with any form of advice. This starts with us asking questions about you, your current position and of course, your goals for the future.

The next step towards delivering our advice calls for us to use our experience and knowledge to carry out detailed research on your behalf.  This allows us to place options side by side and compare their performances and risks. Which are best suited to you?

Sharing our findings and recommendations with you is the next stage in the advice process. We will thoroughly explain everything to you, leaving you well placed to consider the advice we give, allowing you as much time as you need to make a decision at your own pace.  Never will our clients be allowed to make a decision if we feel you need more time.

Ongoing Servicing of Your Portfolio

Many of our clients appoint us to provide ongoing support. We offer a range of options for those that want us to stay in touch. Please take a look at our “Ongoing Servicing Support” document by clicking here.