Clarity Wealth Management LLP

Independent Financial Adviser Clarity Wealth Management Llp, Waterside, The Plains, Devon, Totnes, TQ9 5DW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Our passion is far-reaching and infectious. Everything we do is with you, your business and your loved ones.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Jason Mountjoy Mr
DIPFA
Where to find us

Clarity Wealth Management Llp, Waterside, The Plains, Devon, Totnes, TQ9 5DW

Make an enquiry
About us

We are a team of dedicated, experienced Independent Financial Advisers.

It is our independence that sets us apart from crowd: we do not have any ties to or relationships with any particular financial providers, so we can truly give you the freedom of choice you deserve when it comes to planning for your financial future.

Our loyalty lies with you, our clients, and it is our duty to give you access to a full range of financial services and products so that you can – with our qualified help – choose the best short-term and long-term outcomes for you, your business and your loved ones.

Because we are duty-bound to put your interests first, you can trust us, absolutely, to recommend products and services that are the most appropriate for your own particular needs and aims, and your individual attitude to risk.

Whatever your background, whatever your vision, the Clarity team is on hand to provide you with a bespoke service that will give you peace of mind about your financial future. We are able to do this because we have a very simple but effective ethos:

We listen, we learn, we advise and we plan…

Our services

We endeavor to turn our enthusiasm for our work into real, long-lasting results for our clients; in real terms we offer transparent, supportable, bespoke advice bringing financial clarity and peace of mind to you all.

We have a clear approach to financial planning;
we listen, we learn, we advise and we plan…

We are here to help you plan for today, tomorrow,
your retirement and beyond. Bringing you financial
clarity whatever your background, whatever your
business, whatever your outlook.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000

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