Clarity Financial Planning

Independent Financial Adviser  Level Q, Stockton on Tees, TS18 3HR
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FCA authorised
Last authorised 8th August 2022
A new and dynamic financial planning firm. Our process has been designed to help clients build, manage and protect their wealth, in a way that focuses on how they would like their life to look in the future
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Michael Duffield
Financial Planner
Mr Simon Warne
Financial Planner
About us

It is our aim to improve financial knowledge, simplify the complicated and ultimately improve the lives of the people we work with

Our services

We build high quality and bespoke financial plans for our clients, by getting to truly understand where they are today and where they would like to be in the future.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Level Q, Surtees Business Centre, Stockton on Tees, TS18 3HR

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