Clarity Wealth Limited

Independent Financial Adviser  8 Kerry Street, Leeds, Leeds, LS18 4AW
First meeting at adviser's own cost
Everyone looks forward to their retirement - are you prepared for yours?
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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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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Offshore investments
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Rest of world
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Employee benefits
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Group critical illness
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Group income protection
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021
Meet our advisers
MR Richard Platt DipPFS BSc (Hons)
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

I will research the whole of the market for you and provide a clear solution in a straight forward and simple manner. Richard Platt is a registered individual of Clarity Wealth Limited which is authorised and regulated by the Financial Conduct Authority. FSR number 758444. Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.

Our services

Being well prepared for your retirement has never been as important as it is today. Retirement is different for everyone - whether you're seeing it as a holiday or expecting to have a busier, more active life than when you were working - but forward planning is the key to a happy retirement. I will help you to plan ahead to secure your financial future and to protect your family.

Where to find us
Head office address: 8 Kerry Street, 8 Kerry Street, Horsforth, Leeds, Leeds, LS18 4AW
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021

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