+44 208 642 3899
Office hours 9 am to 5.30 pm
Monday to Friday
Formula Ltd/Clairville York Ltd
22-34 High Street
Or use our contact form.
Formula Ltd is registered in England and Wales No. 5294357. Formula Ltd and Clairville York are authorised and regulated by the Financial Conduct Authority.
Well, why should you be interested in us and what we do? For a start, we believe that virtually everyone needs financial planning advice, often for matters you had not even thought about, or ones that seem too far off to worry about. This website will try to show you why you should take financial advice, and why it should only be from an independent adviser.
Click on the links in the left hand navigation for further details on specific areas we cover.
We will build in real life examples of people or firms we have helped, often by thinking outside the box, or simply going the extra mile. Good business practice never changes; honesty, integrity, politeness, promptness, and technical knowledge seem to have gone out of fashion, but not with Formula - you will always talk to a Real Human.
The core of Formula's service is to get your finances in PRIME condition by taking a holistic view of where you stand under the following headings:
Everyone who cares about the financial future of themselves and their family should periodically sit down with an expert financial planner and consider some important issues like:
Like most people you may feel uncomfortable reading these questions - guilt perhaps? Formula has a passionate belief in the need for financial planning, and our crusade is to get you to speak to a fully independent financial adviser, if only to check you are in good financial health.
Important Points Regarding Risk
- The tax treatment of financial products can depend upon the individual tax situation of the client.
- Investment values are not guaranteed, can fall as well as rise, and you can get back less than you invested.
- Good past performance is no guarantee of future growth.