Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Private clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.
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Alex Kirby
ClearView Financial Planning
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Copyright St. James's Place © 2026