Clear Vision Wealth Management
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
John and Kevin have been very helpful with the minefield of investments and pensions.
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.
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!!
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.
Clear Vision provide friendly and well explained financial advice. They respond promptly and efficiently to requests for financial services.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Kilbrin Financial | ★ 5,0 | 60 | No |
| 2 | Millennium Finance Ltd | ★ 5,0 | 40 | No |
| 3 | Clear Vision Wealth Management (this page) | ★ 5,0 | 30 | No |
| 4 | Thomas Whiting Ltd | ★ 4,9 | 44 | No |
| 5 | Money Advisor | ★ 4,7 | 277 | Yes |
