Clear Financial Solutions - Independent Financial Adviser | Mortgages | Savings and Investments | Pensions   Clear Financial Solutions - Independent Financial Adviser | Mortgages | Savings and Investments | Pensions
What's New
Unclaimed Assets Register
The Team
Testimonials
Contacts
Links
Pensions
Stakeholder Pensions
Personal Pension Plans
S2P
Annuities
Saving and Investments
Savings
Investment
Child Trust Fund
Tax Planning
Making a Will
Mortgages
Types of Mortgage
Mortgage Schemes
Mortgage Calculator
Life Protection
Life Assurance and Critical Illness Cover
Income Protection and Long Term Care
Medical Insurance
Business Protection
Business Solutions
Commercial Finance
SSAS
SIPP
Company Pension Schemes

The Team

Clear Financial Solutions - Financial Times

Tracey Daniel

Tracey has worked in financial services for the last eleven years, previously in a technical role, mainly dealing with Inheritance Tax issues, Estate Planning and Pensions, Tracey has been since 2003, an Independent Financial Planner.

With advanced qualifications in Taxation and Trusts (G10), investments and Estate Planning are issues that Tracey has a particular interest in.

Elaine Masci

Elaine will contact you regularly to give you an update to date snapshot of your policies, and also to see if you need to speak to Tracey to review your situation.  It may be that all is well, however by keeping in regular contact, we can be sure we are providing excellent customer services and you can be assured that we do have your best interests at heart.

Tel: 02920 359359
16 May 2008


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Clear Financial Solutions is an introducer to Park Row Associates Limited which is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate Tax Advice, Inheritance Tax Planning, Legal Advice, Estate Planning, Bank & Building Society Accounts and some forms of Mortgage.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
  
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