Here at Clickery our clients are central to everything we do. Without you, we have no business. We put clients at the centre of every decision and our team works hard to consistently deliver first class service.

For your peace of mind, when dealing with Clickery you can be sure that;

  • We are expert in what we do: we offer Chartered Financial Advice, meaning the advice you receive is informed, thorough and highly qualified. If we aren’t the best people to speak to, we will let you know.
  • You will always have a direct phone number and e-mail for the adviser you deal with. This means you won’t ever have to go through a call centre or a person who isn’t familiar with your case.
  • We are responsive: Clickery strives to respond to all contact within 24 hours. If we can’t answer your query straight away, we will update you.
  • We are flexible: Clickery understands that people’s lives are busy, so we will do our best to work around your availability. Should you require an appointment outside of office hours, we can offer video calls at certain times.
  • We only charge if we can help: our initial consultation is provided on a no obligation basis and at no cost to you.
  • We are transparent: should you engage our services, you will be clear on costs at outset. Fees are transparent and agreed with you upfront. You will never be sent any surprise bills.
  • We translate financial jargon so you can clearly understand the steps you are taking.
  • We are committed to independence, working for our clients and only our clients. Our independence guarantees that every piece of advice is tailored. We treat you as an individual, taking the time to get to know you and understand your attitudes and aspirations.
  • We provide holistic financial planning as it’s our job to look after your interests properly. We consider your situation in its entirety and our review service ensures your planning remains relevant into the future.

Want to know more?

Call us for a friendly chat on 01352 382402 or email:

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