ClearView Financial Planning
Financial Services • 
St. James's Place, One Central Boulevard, United Kingdom • 1-10 Employees
Company overview
| Headquarters | St. James's Place, One Central Boulevard, Blythe Valley Park, Shirley, Solihull, West Midlands B90 8BG, GB |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2025 |
| Employees | 1-10 |
Key Contact at ClearView Financial Planning
Alex Kirby
Director & Chartered Financial Planner
About 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. Clearview Financial Planning 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). Clearview Financial Planning is a trading name of Clearview Financial Planning Ltd. SJP Approved 10/07/2025
ClearView Financial Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
ClearView Financial Planning has never raised funding before.
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