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ADVISERS

Angus Jones
Angus Jones was an employee with Price Waterhouse (as was) for four years. His background is firmly in investment and tax having also worked for over four years for the financial services division of a senior investment management company in the City. He has advised clients for many years in all the aspects of investment, tax and pensions; both in the UK and overseas. Angus is a Chartered Financial Planner Direct Line 07930 418290 E-Mail angus.jones@clarityglobal.com
Glyn Bolton
Glyn Bolton joined clarity in 1999 after seven years working in the City, having initially trained with William Mercer. Glyn is an Associate Director with special responsibility for the investment selection process at clarity. Glyn is also responsible for a number of corporate and individual clients, advising on investment, pensions, and other related topics. He holds the full AFPC qualification, which is the standard for clarity advisers, including the specialist pensions papers. Tel 0870 242 2043 E-Mail glyn.bolton@clarityglobal.com
Claire Brooks
Claire is both a Chartered Financial Planner and a Chartered Accountant. She is an Associate Director specialising in strategic financial life planning for high net worth individuals, and has additional responsibility for heading up technical research within clarity, in all areas of tax planning, investments, pensions and protection. Claire joined clarity in 2002 after spending five years at PriceWaterhouseCoopers training as a Chartered Accountant and a financial planner. She graduated from the University of Cambridge in 1995 with a first class degree in Social and Political Sciences. Claire is AFPC qualified (now called the Advanced Diploma in Financial Planning), having passed all AFPCs with distinction, and also having been the recipient of The Worshipful Company of Insurers Prize (AFPC). Tel 0870 242 2043 E-Mail claire.brooks@clarityglobal.com
Helen Barclay
Since completing her degree and postgraduate diploma in statistics, Helen has worked for seven years in the financial services arena. Helen is a Chartered Financial Planner Tel 0870 242 2043 E-Mail helen.barclay@clarityglobal.com
Richard Hill
Richard's career started at Lloyd's of London where he looked after the underwriting affairs of Names at Lloyd's, both UK and overseas. He has been with clarity since 2002 and has been looking after the financial affairs of High Net Worth Individuals for many years. Tel 0870 242 2043 E-Mail richard.hill@clarityglobal.com

PARAPLANNERS

Craig Porter
Craig is a paraplanner, providing support to the advisers. He spent 15 years in technical roles at Legal & General and Standard Life, has a Graduate Law Diploma from the College of Law and the Diploma in Financial Planning (formerly AFPC) Tel 0870 242 2043 E-Mail craig.porter@clarityglobal.com
Daniel Smith
Daniel joined us from Legal and General in November 2007, his primary role is to provide paraplanning support to the advisory team. Dan holds the Diploma in Financial Planning. Tel 0870 242 2043 E-Mail daniel.smith@clarityglobal.com
Gifford Cox
Gifford is a Business graduate with a background in retailing and social housing. Joining from a previous paraplanner position, he has gained the Certificate in Financial Planning and is currently studying hard for the Diploma. Gifford’s role is to provide technical support for the advisers. Tel 0870 242 2043 E-Mail gifford.cox@clarityglobal.com

FINANCE

Karen Jones
Karen Jones is in charge of all Finance and Accounting issues. Karen spent over 14 years at PricewaterhouseCoopers dealing in tax for partnerships, companies and High Net Worth individuals. Karen is a Chartered Accountant. Please channel all accounting and finance queries to Karen. Tel 0870 242 2043 E-Mail karen.jones@clarityglobal.com

HUMAN RESOURCES

Philippa Collier
Philippa manages HR and Operations, covering Marketing and she is based in our Woking office. Philippa’s career has spanned all aspects of HR, Operations and Administration Management in the private sector particularly in the Leisure Industry. Philippa has a degree from Birmingham University. Tel 0870 242 2043 E-Mail philippa.collier@clarityglobal.com

WEBSITE DEVELOPMENT

Gordon Jones
Gordon Jones is the CTO for clarity and runs the IT team based in Melbourne. He has over fifteen years of experience architecting and managing the delivery of IT solutions for companies such as Apple, McCaw Cellular, AIG and Vodafone Global Services. E-Mail gordon.jones@clarityglobal.com
Sathish Babu Sathyamoorthy
Sathish is an IT consultant responsible for analysing technical issues and making recommendations to the business. He manages the design and implementation of preferred solutions for clarity IT projects. E-Mail sathish.sathyamoorthy@clarityglobal.com
Roshni Vargheese
Roshni is an IT consultant with over 5 years of experience in the software industry. Her role at clarity involves project analysis, design and testing, as well as installing and monitoring new IT systems. E-Mail roshni.vargheese@clarityglobal.com
Tim Compton-Hall
Tim handles the day-to-day maintenance of our IT network and the website; therefore, any website related queries should be directed to him in the first instance. He is studying for the Financial Planning Certificate examinations and is qualified to CF1 level. Tel 0870 242 2043 E-Mail tim.compton-hall@clarityglobal.com

ADMINISTRATION

Suzanne Cox
Suzanne heads up the Administration Team at clarity and should also be contacted with all issues regarding Compliance for the company. She joined us in 2006 from HBOS, where she worked as a Personal Financial Adviser. She has a degree in Geophysics from Edinburgh University and holds the Diploma in Financial Planning. Tel 0870 242 2043 E-Mail suzanne.cox@clarityglobal.com
Jane Clarke
Jane Clarke acts as PA to Angus and Glyn together with assisting in marketing and events organisation within clarity. Tel 0870 242 2043 E-Mail jane.clarke@clarityglobal.com
Rick Jones
Rick joined our administration team in November 2007 after moving from Liverpool, where he gained 9 years experience in the financial sector with Barclays Bank plc. Tel 0870 242 2043 E-Mail rick.jones@clarityglobal.com
David Eve
David joined in February 2008 following roles in both the sports sponsorship and hospitality industries. He has an Honours degree in Information & Management from Loughborough University and is currently studying for his Certificate in Financial Planning. Tel 0870 242 2043 E-Mail david.eve@clarityglobal.com
Sabrina Carroll
Sabrina joined us from Skandia in August 2010 and has been working in the financial industry for 3 years, having also worked for AXA Winterthur. She is currently studying for her Certificate in Financial Planning Tel 0870 242 2043 E-Mail sabrina.carroll@clarityglobal.com
Daniella Valente
Daniella joined clarity in August 2011 from Legal and General, where she had been working for 2 years after graduating from the University of Kent with a degree in Accounting and Finance. She will start to work towards a certificate in Financial Planning. Tel 0870 242 2043 E-Mail daniella.valente@clarityglobal.com



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