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 October 2018
Our passion is far-reaching and infectious. Everything we do is with you, your business and your loved ones.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Jason Mountjoy Mr
DIPFA
Where to find us

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

Contact us
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

Similar advisers near you

Independent Financial Adviser 0.07 mi
We are fully independent, transparent and work only for the long term interests of our clients.
 
Independent Financial Adviser 1.87 mi
Friendly, approachable, professional advice, in the comfort of your home or in our beautiful country offices, call for a chat.
 
Independent Financial Adviser 5.11 mi
Lifetime IFA is an independent financial advisory firm providing advice on a range of products including Mortgages, Investments & Pensions.
 
Independent Financial Adviser 5.13 mi
Independent Financial Advice at our high street office in Paignton town or the comfort of your own home