Clarity Wealth Limited
Initial consultation free
Independent
Everyone looks forward to their retirement - are you prepared for yours?
We can advise you on
Clients
helped
632helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
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 Richard Platt DipPFS BSc (Hons)
Independent Financial Adviser
What our clients say
c
Catherine
Richard looked at our rather complicated financial arrangements, listened to our desires about outcomes and came up with pension and investment proposals. As a woman married to a man who is quite...
d
David
I was referred to Richard last year by a close friend. Being relatively naive to this i was naturally cautious to begin with. I was thoroughly impressed from the outset by his laid back and honest...
n
Noel
What were the circumstances that caused you to look for a Financial adviser?
became successful in my business.
How did Richard help you?
a whole range of financial advice within an efficient tax...
l
Linda
Excellent introduction which gave me immediate confidence in his ability to look after my financial needs as I had requested.Open questioning therefore grasping quickly the situation re my finances...
b
Beverley
I was wanting to combine 2 bank pensions and draw 25% of the total with a monthly income,
to allow me to take early retirement and become a full time carer for my frail mother. A good
friend of ours,...
t
Tom
What were the circumstances that caused you to look for a Financial adviser?
I was looking for advice in how to invest my savings and my pension. I had felt I had not been well served by my previous...
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