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Clear Vision Wealth Management

Clear Vision Wealth Management

5.0(30 reviews)See reviews ↓·Bolton

What customers say

Based on genuine customer reviews

Clear Vision Wealth Management draws consistent praise from clients who describe long-standing relationships with the firm, many having remained with John Lyons after he established the business. Reviewers repeatedly highlight the depth of knowledge and experience applied to wealth management, investments, pensions and taxation, with advice described as realistic, practical and clearly explained. More than one customer describes the reassurance of knowing their retirement and savings planning is in capable hands, and note that John and Kevin are approachable, helpful and quick to answer questions both during and after meetings.

A point made in several accounts is the strength of communication, with prompt replies to any financial request and meetings that leave clients feeling better informed. Clients also value the performance of their investments and pensions under the firm's guidance, describing results that exceeded expectations, alongside impartiality, integrity and value for money. Now-retired clients speak of enjoying the rewards of a pension pot that has been managed well over time. The personal approach, taking time to understand individual circumstances and ambitions, is a recurring theme, with John Lyons and Kevin named by clients as central to the service they experience.

Financial AdvisorInvestment service

Reviews

Reviews are taken from publicly available sources.

SS
SIMON SPEAK13 May 2026

I recently engaged Clear Vision Wealth Management having drifted for a few years with my financial planning. After a number of very thorough meetings they have made some sensible recommendations to improve my pension and investments. I was particularly impressed with the cashflow plan they have provided that incorporates different scenarios and can now be reviewed on an annual basis to make sure I am on track for a comfortable retirement. John and Kevin are straight talking, easy guys to deal with and I now feel confident about my financial future.

DS
David Stott12 May 2026

John and Kevin have been very helpful with the minefield of investments and pensions.

AO
Allen Official13 April 2026

We have been with John for a number of years now, and have found him to be extremely knowledgeable and helpful. We would highly recommend his services.

SA
S and H Gunning26 November 2025

Exceptionally Good!! John Lyons and his team at Clear Vision have been looking after our UK investments for a number of years, and they've always provided an outstanding level of service. The advice provided on investments and taxation has been first class, their impartiality and integrity is unquestionable, and the value for money provided is also excellent. John puts his clients first, taking time to get to know you well, and then coming up with advice and recommendations which are the best for you the client, not for himself. We could not recommend Clear Vision highly enough!!

IJ
Ian Jackson6 November 2025

John and Kevin at Clear Vision are brilliant. They are very approachable, very knowledgeable and very helpful. Their knowledge of investing is first rate and have provided me with great advice. I came to Clear Vision 2 years ago and moving my investments under their guidance and management was a very positive move. I would recommend Clear Vision to anyone looking to invest.

PK
Paul Kaiser13 October 2025

Clear Vision provide friendly and well explained financial advice. They respond promptly and efficiently to requests for financial services.

NT
neil taylor4 October 2025

I have been a client of John Lyons for the past ten years, and was keen to remain with him as my financial advisor when he started his own business, Clear Vision. John is very approachable and understanding of my personal circumstances and ambitions. His advice is always realistic and practical. I always depart from my meetings with him feeling both more informed and invigorated.

Financial advisers in Bolton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Bolton are compared.

RankProviderRatingReviewsOpen Sat.
1Kilbrin Financial★ 5,060No
2Millennium Finance Ltd★ 5,040No
3Clear Vision Wealth Management (this page)★ 5,030No
4Thomas Whiting Ltd★ 4,944No
5Money Advisor★ 4,7277Yes
Contact
+441204565306clearvisionwealth.co.ukHamill House, 112-116 Chorley New Rd, Bolton BL1 4DH
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed