Business Details
32 Years
experience
Trusted Financial Planning Services in Broughton Astley
Established in 1994 by John Kiely, Claremont Financial Planning has built a reputation for delivering expert financial advice rooted in integrity and excellence. Our partnership with St. James's Place since 2006 has enhanced our ability to provide tailored wealth management solutions, ensuring clients achieve financial peace of mind. We prioritise long-term relationships, understanding that each client's needs are unique. Our approach combines deep industry knowledge with a commitment to transparency, helping individuals and businesses navigate complex financial landscapes. With decades of collective experience, we specialise in retirement planning, investment management, and intergenerational wealth strategies.Our affiliation with St. James's Place, a firm regulated by the Financial Conduct Authority, underscores our dedication to maintaining the highest standards of service. We believe in empowering clients through education, ensuring they feel confident in their financial decisions. Our team remains accessible, offering personalised support to address evolving financial goals. By focusing on innovation and client-centric solutions, we aim to be a trusted partner in securing lasting financial stability.
Services
Investment Management
Retirement Planning
Wealth Protection
Intergenerational Planning
Corporate Financial Advice
Mortgage Solutions
Tax Efficiency Strategies
Estate Planning
Risk Management
Financial Reviews
Details
- Year established: 1994
Highlights and features
- We have over 30 years of combined experience in wealth management and financial planning.
- Our team holds advanced qualifications in retirement and investment planning.
- We provide transparent, jargon-free advice tailored to individual client needs.
- Our partnership with St. James's Place ensures access to cutting-edge financial tools.
- We maintain a client retention rate of over 95% through consistent, reliable service.
What people say
Low-key approach
Highly knowledgeable team
Regular clear information
Achieved early retirement
Sound advice received
Services
Investment Management
Our investment management service creates diversified portfolios aligned with your risk tolerance and financial goals. We monitor market trends and adjust strategies to optimise returns while minimising volatility. Clients benefit from regular performance reviews and transparent reporting to ensure their investments remain on track.
Retirement Planning
We develop comprehensive retirement plans considering income needs, tax efficiency, and lifestyle aspirations. Our strategies incorporate pension consolidation, drawdown solutions, and tax-free cash planning. Ongoing reviews ensure your plan adapts to changing circumstances and regulatory updates for long-term security.
Wealth Protection
This service focuses on preserving wealth through inheritance tax planning, trusts, and estate structuring. We implement strategies to protect assets from unnecessary taxation while maintaining liquidity. Clients receive guidance on legal frameworks and documentation to secure their financial legacy.
Corporate Financial Advice
Tailored financial solutions for businesses covering succession planning, cashflow management, and employee benefits. We help owners optimise company structures and prepare for transitions. Our advice aligns with corporate objectives while ensuring compliance with regulatory requirements.
Intergenerational Planning
We design strategies to transfer wealth between generations efficiently. Services include education funding, trust establishment, and philanthropy guidance. Our approach balances family needs with tax considerations to maintain financial stability across multiple generations.
People
John Kiely
Founder
John Kiely established Claremont Financial Planning in 1994 and has over 30 years' experience in wealth management. His client-focused approach prioritises long-term relationships and tailored financial solutions. John's expertise in retirement planning and intergenerational wealth transfer has earned him recognition within the financial services industry.
Questions
What areas of financial planning do you specialise in?
We specialise in investment management, retirement planning, wealth protection, intergenerational planning, and corporate financial advice tailored to UK clients.
How do you ensure financial plans remain up to date?
We conduct regular reviews of your financial situation and market conditions to adjust strategies as needed for ongoing alignment with your goals.
Are your services available outside the UK?
Our primary focus is clients within the United Kingdom, though we can provide guidance for UK residents with international assets.
How are investment risks managed?
We use diversified portfolios, risk profiling tools, and ongoing monitoring to balance growth potential with your individual risk tolerance levels.
What qualifications do your advisers hold?
Our team holds advanced qualifications in financial planning, including Chartered Financial Planner status and specialist retirement planning certifications.
How do you charge for your services?
Fees are transparently structured and disclosed upfront, typically based on the complexity of your financial situation and required services.
