Clear Solutions Wealth & Tax Management Ltd - Birmingham

Introduction

Clear Solutions Wealth & Tax Management Ltd, situated at 114 The Argent Centre, 60 Frederick Street, Birmingham, B1 3HS, United Kingdom, is a distinguished financial services firm specializing in wealth management and tax consultancy. With a committed approach to understanding and meeting clients' unique financial objectives, the company has established a reputable presence in the heart of the United Kingdom's second-largest city.

Main Services

• Financial Planning: Clear Solutions offers comprehensive financial planning services tailored to each client's life goals and circumstances. Their expert team works closely with clients to understand their objectives and provides customized strategies to manage wealth, investments, and taxes efficiently.
• Investment Services: The company provides a wide range of investment services, including portfolio management, retirement planning, and inheritance tax planning. They aim to deliver a balance between risk and return, aligning investments with clients' financial goals and risk tolerance.
• Tax Consultancy: Clear Solutions' tax specialists provide expert advice on various tax aspects, including income tax, capital gains tax, inheritance tax, and corporation tax. They help clients minimize their tax liabilities while ensuring compliance with tax laws and regulations.
• Business Advice: For clients involved in buying, selling, or running a business, Clear Solutions offers specialized advice on tax optimization, asset protection, and succession planning. Their expertise helps clients navigate complex business transactions and maximize their financial outcomes.

Location and Access

Clear Solutions Wealth & Tax Management Ltd is conveniently located at 114 The Argent Centre, which is part of the Frederick Street area in Birmingham's city center. The Argent Centre is a modern, multi-occupancy building that houses various professional services, making it an ideal location for a financial advisory firm.

• Nearby Neighborhoods: The firm is situated near Chinatown, a vibrant neighborhood known for its diverse food scene and cultural attractions. It is also close to the Bullring, Birmingham's premier shopping destination, and the iconic Symphony Hall.
• Transportation: The Argent Centre is easily accessible by public transportation. The nearest train stations are Birmingham New Street and Moor Street, both within a 10-minute walk. Several bus routes stop nearby, and there are numerous cycle racks available for those who prefer to travel by bicycle.
• Parking: While on-street parking is limited, there are several nearby car parks, such as the NCP Car Park on Upper Marshall Street and the Castle Vale Multi-Storey Car Park on Ladywell Walk. The Argent Centre also offers a wheelchair-accessible car park for clients with mobility needs.

Featured Characteristics

• Wheelchair Accessibility: Clear Solutions Wealth & Tax Management Ltd is committed to ensuring that its services are accessible to all. The Argent Centre, where the firm is based, is wheelchair-accessible, with ramps and elevators providing convenient access to all floors.
• Appointments Recommended: To ensure clients receive the most comprehensive and personalized service, Clear Solutions encourages clients to schedule appointments in advance. This allows the team to dedicate sufficient time to understand each client's unique financial situation and objectives.

Practical Information

• Phone: 1216313519
• Website: clearsolutionsifa.co.uk
• Email: [email protected]
• Opening Hours: Monday to Friday, 9:00 AM to 5:30 PM (Appointments outside these hours may be available upon request)

Positive Aspects from Reviews

Clear Solutions Wealth & Tax Management Ltd has received an average rating of 5/5 from 2 reviews on Google My Business. The positive aspects mentioned in these reviews include:

• Expertise: Reviewers commend the team's extensive knowledge and experience in financial planning and tax consultancy, highlighting their ability to provide tailored and effective solutions.
• Personalized Service: Clients appreciate the firm's commitment to understanding their unique financial objectives and providing personalized advice and support.
• Clear Communication: Reviewers praise the team's ability to explain complex financial concepts in a clear and understandable manner, ensuring clients are well-informed throughout the process.
• Professionalism: The high level of professionalism displayed by the Clear Solutions team has been noted by clients, instilling confidence in their ability to manage financial affairs effectively.

These positive aspects highlight Clear Solutions Wealth & Tax Management Ltd's dedication to delivering exceptional client service and expertise in the field of wealth and tax management.

👍 Reviews of Clear Solutions Wealth & Tax Management Ltd

Craig M.

5/5

I met Stephen undertaking some work on a mutual client. I wasn't looking for a financial adviser as I've met many financial advisers through my work. However, having seen Stephens work and witnessing his expert knowledge within his field, I wasn't hesitant in engaging him. He has regularly demonstrated that same expertise in advising myself on many matters.

Jaz G.

5/5

I have recently been looking at the financial planning process and seeking a firm that delivers this in a comprehensive manner. Having reviewed several providers and looked at the depth of financial planning undertaken, I was impressed by the professionalism and comprehensive process being proposed by Clear Solutions. This sets them apart from other providers and offers me a comprehensive look into the future in terms of financial planning.