Welcome to ClearView Financial Planning

My mission is to help people live a life well lived, after all, once is enough if you do it right.  

My forward thinking financial planning process puts this mantra at the heart of everything I do. 

My aim is to help you identify what you would like out of life, as this is unique to everyone I help and empower you with the confidence to make any necessary changes to your finances. 


Promotions

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Testimonials

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I've worked with Alex for just over 3 years and I am completely happy with his level of communication, information, service and product. Alex has worked with me and understood both my business and personal needs creating a plan for now and the future. I would highly recommend Alex.
Christine Johnson| Director

SJP Approved 12/05/2025

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

ClearView Financial Planning is a trading name of ClearView Financial Planning Ltd. ClearView Financial Planning Ltd is registered in England and Wales, Number 16165025. Registered Office: Apartment 2 Grange House, 64 Clarendon Avenue, Leamington Spa, CV32 4SA.