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The future planning specialists

Welcome to Clear Planning, we pride ourselves on providing people with FREE no obligation advice on protection products which secure and protect you and your loved ones. All advice is unbiased and FCA regulate. If you have any questions about any of the information included in this website, or would like to speak to a Specialist Adviser, please contact us via our Freephone telephone on 0800 802 1221 or complete one of our online forms.

Equity Release

Equity release allows you to release tax-free cash tied up in your home

Life Insurance

Taking out insurance is the most important thing you will ever do for your loved ones

Later Life

Lasting Power of Attorney (LPA) and funeral planning specialist

Why use Clear Planning?


If you’re over the age of 55 and a homeowner, then you could unlock tax-free cash by releasing it from your home. You can then use this money to enjoy your retirement in a way which makes you happy.

Clear Planning know that the equity release can appear to be complicated, but we can make this simple by guiding you through the full process. Our fully qualified team have a wealth of experience in the equity release market and can ensure that you are fully aware of each option and what it means to you in your situation. Our aim is to guide you through the equity release process and provide you with a recommended equity release plan which suits your circumstances.

We search the whole market to taylor a solution that best suits your needs find the deals then take care of all the hard work to ensure you get peace of mind. We search the market for the most competative rates available.

From the outset, you will be connected with a Clear Planning advisor who will be assigned to you and will be there for you throughout the entire process. Also, all Clear Planning advisers are regulated by the Financial Conduct Authority (FCA).