1995
Enters world of financial services
John Lyons returns from travelling and enters the world of financial services, initially as an administrator with a small firm of IFAs based in the West End of London.
Clear – Clarity in all we do.
Vision – Reaching the future you see for yourself.
We’re called Clear Vision for a reason. After many years of working in the City, and for major banking chains, assisting high-net-worth clients with complex financial requirements, we have seen the need for greater simplicity and clarity in financial services, and a greater focus on getting the end results that are right for clients.
At Clear Vision, this is what we do. We provide clarity for the journey ahead – your journey.
As a team, we pride ourselves on our old-fashioned service values and attention to detail when it comes to client care. This means we really take the time to get to know you and your aspirations. But we’re far from old-fashioned when it comes to utilising the best that financial technology can offer, providing you with innovative solutions and inspired thinking.
We look forward to meeting you and finding out how we can help you reach the future you visualise for yourself.
Mission statement
Financial planning should be more than just products and percentages. We believe it should be about enabling you to live the life you want.
Our history
The foundations and building blocks that led to Clear Vision started long ago.
1996
Passes Financial Planning Certificate 1
John passes his Financial Planning Certificate 1 (FPC 1).
1997
Joins Chamberlain Berry Partnership
John joins the Chamberlain Berry Partnership as a Paraplanner and passes FPC 2.
1998
Guest author of ‘ISAs Made Easy’
He becomes the guest author of a book entitled ‘ISAs Made Easy’.
1998
Becomes a qualified Financial Adviser
John passes FPC 3 and becomes a qualified Financial Adviser.
2000
Start at Gifford Stewart
John’s first role as an IFA working for Gifford Stewart in Mayfair London.
2002
Joins Griffin Financial Services
John joined Griffin Financial Services based in the heart of the City of London as an IFA.
Passed G60 pension and became a qualified Pension Transfer Specialist.
2005
Joins HSBC Bank
He joins HSBC Bank as an IFA dealing with their high-net-worth clients.
2011
Promoted within HSBC
John is promoted within HSBC as an IFA dealing with the bank’s ultra-high-net-worth clients.
2012
Becomes a Chartered Financial Planner
John becomes a Chartered Financial Planner.
2013
Joins Serenus Consulting
John becomes a self-employed IFA at Serenus Consulting, Cheshire
2016
Jojns Quilter Private Client Advisers
He is employed as an IFA at Quilter Private Client Advisers advising high-net-worth clients.
2022
Clear Vision Wealth Management launched
Clear Vision Wealth Management is launched – our vision for the future of financial planning.
“I was frustrated by working within large corporations which did not put their client’s needs first and wanted to be able to give clients an unbiased approach to financial advice. In launching Clear Vision, I and my team can now consistently provide the quality of advice and level of service that I feel my clients deserve.”
John Lyons, Chartered Financial Planner
What makes us different?
These are just some of the reasons our clients enjoy successful outcomes by working with us:
Our commitment to cutting edge technology
Our traditional, high-service values
A dedicated, highly experienced team
We are interested in you and your vision for your life – not just your money
You will be working with a “gold standard” Chartered Financial Planner
Choice around how you work with us & fair fees that reflect your needs
Meet the team
With years of experience and an approach that prioritises you and your individual life goals, our team are well placed to help you grow and protect your wealth.
Contact us
Ask us a question or arrange a call. We don’t charge for initial meetings and are happy to help you with your enquiries.
