Clarity Wealth Management LLP
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
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Buying commercial property
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
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Last authorised 1st March 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, Totnes, TQ9 5DW
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face