Clarity Wealth Management LLP

Independent Financial Adviser  Clarity Wealth Management Llp, Devon, Totnes, TQ9 5DW
First meeting at adviser's own cost
Are You Looking For Help Navigating Through The Jungle We Call Financial Planning? This Doesn't Need To Be Complicated If You Choose The Right Guide - I'm Here to Help!
We can advise you on
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
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
Wealth management
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
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
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
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
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
Response rating
7.0/10
check
FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Jason Mountjoy Mr
DIPFA
About us

We have all coming through the most challenging period in our lives, where we have been tested like never before and for some making big money decisions have been hard.

As terrible as this has been, this is what advisers have trained for, it has been our Olympics, as never before have so many people needed our help, guidance or reassurances.

The numerous lockdowns have made more of us consider our work-life balances and that lure of early retirement being ever more attractive, but where do you start to look at this?

One option is the DIY approach which can work, but potentially this could be fatal if it goes wrong..

Imagine outliving your money? now there is a thought ........

So go and seek help, it's easy, or is it?

The financial profession is filled with white noise which produces endless confusion as to where to turn.

So many advisers, so many options, so many charts, so many graphs, where do you start?

Having a financial product without having your defined financial life plan will end badly, and having a financial life plan and not sticking to it will end in disaster.

Our services

My role is to remove the “confusion mist” and develop your long term financial life plan which answers your life’s most important questions.

Am I going to be ok ? Will my family be ok ?
When I retire, can I live the life I want ?

The natural human behaviour is to run when faced with adversity, and despite the “fortune-telling advisers” out there, I’m sorry to break this to you; but markets will fall that is a fact!

However, market falls are temporary, but market gains are permanent, so that’s where working with a Financial behavioural mentor comes in.

I keep you calm when it’s most needed, and make sure you keep to YOUR financial life plan.

My passion is to stop human nature from kicking in and YOU from making the worst financial decision in YOUR life.

Long term financial success isn’t about investment performance it’s investor behaviour.

This proven process alters “YOUR retirement” into “ YOUR reinvention” and this can lead you to live your later life to its fullest.

Where to find us
Head office address: Clarity Wealth Management Llp, Waterside House, The Plains, Devon, TQ9 5DW
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th October 2021

Similar advisers near you

Independent Financial Adviser 0.07 mi
We are Chartered Financial Planners, providing independent and transparent advice, working only for the long term interests of our clients.
 
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.
 
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.
 
Independent Financial Adviser 4.66 mi