Clarity Wealth Management LLP

Independent Financial Adviser Clarity Wealth Management Llp, Devon, Totnes, TQ9 5DW

First meeting at adviser's own cost

I'm a wealth planning coach, which in plain English means I work with you and help you navigate through the Coronavirus and beyond, by mentoring your Financial Behaviour to a successful life after work.

We can advise you on

check

Pensions & retirement

chevron_up

check

Annuity purchase

check

Auto enrolment

check

Defined benefit

check

Pension consolidation

check

Pension drawdown

check

Pensions & divorce

check

Pensions & retirement planning

check

Pensions review

check

Pensions transfer

check

SIPPs

check

Stakeholder

check

Mortgages

chevron_up

check

Bad credit

check

Building your home

check

Buy my next home

check

Buy to let

check

Buying commercial property

check

Buying first home

check

Buying overseas

check

Equity release

check

Flexible mortgages

check

High loan to value

check

Mortgage protection

check

Next home / Remortgaging

check

Right to buy

check

Self-employed mortgages

check

Financial planning

chevron_up

check

Wealth management

check

Investments

chevron_up

check

Ethical investments

check

ISA / Unit Trusts / OEICs

check

Investing for income

check

Investment trusts

check

OEICs

check

Offshore investments

check

Socially responsible investments

check

Traded endowment policies

check

Unit trusts

check

Savings

chevron_up

check

Lump sum

check

National savings

check

Regular savings

check

Savings for children

check

School fees planning

check

Insurance & protection

chevron_up

check

Accident & sickness

check

Buildings and contents

check

Commercial motor

check

Critical illness

check

Healthcare

check

Home and leisure

check

Income protection insurance

check

Large business

check

Life insurance

check

Payment protection insurance

check

Small business

check

Travel

check

Tax & trust planning

chevron_up

check

Capital gains tax

check

Estate planning

check

Income tax

check

Taxation planning

check

Business

chevron_up

check

Commercial mortgages

check

Corporate pension

check

Employee benefits

check

Group ISA

check

Group Pension/Stakeholder

check

Group Protection/Life Insurance

check

Group critical illness

check

Group income protection

check

Group life insurance

check

Group private medical insurance

check

Group risk

check

Sharia finance

chevron_up

check

Sharia finance

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

check

FCA authorised

Last authorised 13th September 2021

Meet our advisers

MR Jason Mountjoy Mr

DIPFA

About us

Life doesn’t come with instructions!

We are all coming to terms with working from home and having to learn the new vocabulary which I have said more in the last two weeks than I have done in the rest of my previous 40 odd years, COVID-19, coronavirus, pa

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.

Where to find us

Head office address: Clarity Wealth Management Llp, Waterside, The Plains, Devon, TQ9 5DW

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£500,000

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

check

FCA authorised

Last authorised 13th September 2021

Similar advisers near you

Goodmans Financial Planning

Independent Financial Adviser 0.07 mi

We are Chartered Financial Planners, providing independent, transparent advice and work only for the long term interests of our clients.

See profile

The Pension Drawdown Company

Independent Financial Adviser 0.13 mi

Financial Planning and Investment Management to help you towards securing yours and your family's financial future and making those retirement plans and goals a reality.

See profile

The Private Office

Independent Financial Adviser 0.46 mi

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

See profile

Carterdawes IFA Solutions Ltd

Independent Financial Adviser 4.66 mi

See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.