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
£250k+pension value
Minimum
wealth
£250k+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
k
Kathryn
What were the circumstances that caused you to look for a Financial adviser?
My husband and I were aware that we did not have adequate pension provision and had a
mix of existing pensions/savings. We...
s
Sara
What were the circumstances that caused you to look for a Financial adviser?
I needed to invest approx 100k for 3 boys as inheritance money, left to them by their Mother.
This needed to be invested...
a
Alan
What were the circumstances that caused you to look for a Financial adviser?
We required advice on pension planning and an assessment of the viability and integrity of
the pension that myself and my...
d
damian
What were the circumstances that caused you to look for a Financial adviser?
I wanted to ensure that my investments were working for me in the best possible way and
don't have the time personally to...
c
Chris
What were the circumstances that caused you to look for a Financial adviser?
I was looking to move my portfolio.
How did Richard help you?
Richard was immensely helpful from the outset, understanding...
n
Nicholas
What were the circumstances that caused you to look for a Financial adviser?
I have been running my own business for 10 years, trying to get it off the ground. I have not
had time or capital to put...
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