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McCarthy Wealth Management
McCarthy Wealth Management
Initial consultation free
Independent
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
We can advise you on
Clients
helped
429
Minimum
pension value
£150k+
Minimum
wealth
£150k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Adam Mccarthy dipfa awpetr
Independent Financial Planner
Mr Thomas Jackson
Administrator
What our clients say
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Shaun Cox
What were the circumstances that caused you to look for a financial adviser? I was looking for advice on a number of old pension schemes. How did Adam McCarthy help you? Adam reviewed all my...
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Rhian Clarke
What were the circumstances that caused you to look for a financial adviser? Securing the best outcome for my retirement How did Adam McCarthy help you? With care and considered advice based on...
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Peter Grace
What were the circumstances that caused you to look for a financial adviser? Required expert advice in a specialist field. How did Adam McCarthy help you? Adam was very professional and speedily...
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Neil Pitcher
What were the circumstances that caused you to look for a financial adviser? Retirement plans How did Adam McCarthy help you? He gave myself and my wife assurances that his investments would...
Contact us
Compliance
McCarthy Wealth is a trading style of Clarity Wealth Management LLP, which is authorised and regulated by the Financial Conduct Authority (FCA).

Clarity Wealth Management LLP is entered on the FCA register under Firm Reference Number 575252

Registered Office: Waterside House, The Plains, Totnes TQ9 5DW. Trading Address: Camelot, Pontygwindy Road, Caerphilly, CF83 3HY.

Registered in England and Wales.

The value of investments can go down as well as up, and you may not get back the amount you invested.

Past performance is not a reliable indicator of future results.

Tax treatment depends on individual circumstances and may change in future.
Legal information

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