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Clarity Wealth Limited
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
1379
Minimum
pension value
£150k+
Minimum
wealth
£150k+
Minimum
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
s
Steve
What were the circumstances that caused you to look for a financial adviser? we wanted to invest our money. How did Richard Platt help you? he came to our home and explained everything that he would be doing with our money. Have you seen the outcome you were hoping for? just had our yearly review and seen our money make money so very pleased.
k
Keith
How did Richard Platt help you? Have been with Richard for a good few years now and he has always point me in the right direction, always friendly and his advice is always explained to me in a way I understand takes his time and goes though all the small details, as a financial adviser and someone who cares about what he tells you in a way I understand Keith Leeds
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Paul
What were the circumstances that caused you to look for a financial adviser? I needed advice on transferring and investing my regular pension into a SIPP. How did Richard Platt help you? He advised on the most suitable method of transferring the pension and suggested what funds might be worth considering investment in. Have you seen the outcome you were hoping for? My SIPP is currently averaging a 15% increase on the original investment. Yes.
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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
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