
Clarity Wealth Limited
Initial consultation free
Independent
Everyone looks forward to their retirement - are you prepared for yours?
We can advise you on
Clients
helped
helped
1379
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Richard Platt DipPFS BSc (Hons)
Independent Financial Adviser
Mr John Mount
Independent Financial Adviser
What our clients say
a
Ashley
What were the circumstances that caused you to look for a Financial adviser?
I was with my partner at her appointment and Richard asked if he could do anything for me. I
said I didn't think he could because I just had a few occupational pensions and a couple of
private pensions that weren't going to amount to much.
How did Richard help you?
At my next appointment he told me I could retire!.
What is your current situation? Have you seen the outcome you were hoping for?
More than I could have hoped for - I saw Richard in November and retired in December!.
What could they have done better?
Nothing. He was clear and impartial throughout. Always checking that I understood and was happy to proceed.
n
Noel
What were the circumstances that caused you to look for a Financial adviser?
became successful in my business.
How did Richard help you?
a whole range of financial advice within an efficient tax structure, liaising with my
accountants etc.
What is your current situation? Have you seen the outcome you were hoping for?
more than.
p
Phil
What were the circumstances that caused you to look for a financial adviser?
money to invest.
How did Richard Platt help you?
He invested money for me.
Have you seen the outcome you were hoping for?
yes i have had a good return.Nothing i can think of
m
Mick
How did Richard Platt help you?
Richard has constantly provided sound financial advice since day one concerning our investments and financial concerns. He is readily available to discuss any matters of concern or interest and his face to face reviews are always interesting. I would not hesitate to recommend him.
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