Testimonials

"Many thanks for the referral to your Mortgage Advisers. Rob [Hayward], my contact there, was very helpful, reliable and pleasant and was very good at keeping me informed with progress at all times. I was having trouble finding finance on the basis I wanted, lenders having tightened their terms severely. Rob was able to find me the appropriate lender and sort out all the paperwork"
Rachel Dawson-Bowman
RDB Designs

"I felt compelled to bring to your attention my reaction to the services/support I have been receiving from your associate, Mr. Glyn Bolton. Being a Main Board Director of a FTSE 100 retailer, I am particularly sensitive to customer service. You should know that Mr. Bolton, while being very professional, interacts with sensitivity and caring that I find most welcome. While I am sure we would agree that 'service' is one of the most subjective areas for everyone, Mr. Bolton has given me confidence in my financial planning. I have grown to trust his perspectives and truly enjoy our working relationship. "
Tim O'Connell
Private Client

"As I approached my 75th birthday clarity ensured a highly satisfactory result with regard to taking my retirement benefits. Thanks to their advice I made the correct decisions at a crucial stage of the pension process. The staff provided a high level of devotion and care to my personal circumstances throughout."
EW Hoult
Private Client

"As busy, non-financial professionals, we found clarity's One-to-One service suited us perfectly. Our advisor was very thorough, developed a financial plan that suited our circumstances and explained our options in terms that were easy to understand. Once we agreed to the strategy, the clarity team managed all the paperwork on our behalf - we are delighted."
Tracy Wyman
Private Client

"I find the format of clarity's regular file reports and valuations very easy to follow. They help me feel in control. clarity gives me strategic direction over my investments, savings and retirement objectives whilst I am busy running a company."
David King
Chief Executive Officer - Visual Wireless

"In my position at E&Y, in addition to the normal financial complications of life, I have the further complexity of investment restrictions due to strict independence regulations. clarity's advice and importantly, their administrative back-up, have ensured that new investments can be pre-cleared quickly and efficiently, ensuring that embarrassing problems do not arise."
John Harley
Partner - Ernst & Young

"Having lived overseas for a number of years I rely on clarity’s expertise to guide me through the complexities of onshore vs. offshore investments and the associated UK tax implications. clarity has also assisted me with sourcing suitable life insurance arrangements for myself and my family whilst abroad and, importantly, transacting that cover on a nil commission basis."
William Ledger
Vice President - JP Morgan Singapore

"I thought I would write to you to express my thanks to you and your team for the help that you have given me in creating my SIPP with James Hay. I have found clarity very useful in helping me to schedule, monitor and control my financial affairs with their efficient diary and valuation services. In addition the clarity website has allowed me to research my investment ideas further as well as to transact them on line."
Rodney Morton
Retired Partner - PricewaterhouseCoopers

"My day-to-day work involves investing in mid-sized growth companies, which gives me a unique insight into this aspect of the financial world. Where I use clarity is to provide expertise in the broader perspective needed to cover my asset allocation and overall financial strategy."
Roger Pilgrim
Partner - Charterhouse Capital Partners LLP

"I have for a number of years used the services of clarity for my own pension, personal tax and investment affairs, as they provide an excellent proactive service of fee-based advice. In addition we are using clarity to provide employee benefits advice for the business on stakeholder pensions, including selection and implementation."
Cedric Read
Chief Executive - CCR Partners

"It may seem a bit like taking coals to Newcastle, but our Partners and Directors are very busy people with complex financial affairs. clarity provides clear and professional advice in the highly complex area of tax and financial planning. Their knowledge of partnership issues is outstanding and their advisers are highly regarded by the Partners and Directors. The combination of the newsletter, bespoke website and one-to-one advice saves a substantial amount of billable time for our senior individuals."
Alan Turner
Ex Partner in charge of Partner Affairs - PricewaterhouseCoopers

"clarity provides an excellent sounding board for me to discuss how to plan my pension income strategy. Their regular, topical reminders are useful and their valuation service is efficiently carried out. All of this is delivered without any bias due to the fee structure, which is the only basis on which I would contemplate taking such advice."
Philip Ashton
Retired Partner - PricewaterhouseCoopers

"I have used clarity for personal financial planning advice for over 10 years and am very satisfied with the service which I have received. Their expert independent advice coupled with their accumulated knowledge of both my financial position and PwC's financial arrangements for current and former partners makes them the first point of contact whenever I am considering any actions or changes to my financial affairs."
David Bridger
Retired Partner - PricewaterhouseCoopers

"Having set up financial affairs where you feel that all is in order, it is surprising how quickly things change. The regular reviews I receive from clarity, both on the detailed products and fund selection where necessary, and on the strategic direction, give me the proactive regular review mechanism I need."
Chris Cowan
Group Finance Director - Prebon Group Limited

"I have found clarity’s expert technical knowledge extremely useful when considering how the new pension rules affect my pensions planning. The timely provision of this independent advice by my employer has meant that I am secure in the knowledge that I am maximising my future pensions provision. Future annual reviews provided under the clarityONE-TO-ONE service will enable me to ensure this remains the case, and free up my time to be used more efficiently elsewhere."
Steve Gilman
International Director, B&Q Asia

"We appointed clarity following a suggestion from our pension trustees that we offer financial advice to our employees to explain the closure of our final salary pension scheme. clarity has provided an excellent series of seminars and one-to-one meetings for staff all around the country to explain the implications of these changes and what actions individuals need to take. This has been backed up by a newsletter and website featuring additional information, a forum for advice and questions and an on-line pension calculator. We believe that when making such changes it is important to explain their full implications for employees."
EMC
Stephen Barrett, Regional HR Director

"clarity has provided a pro-active one-to-one counselling service to the Senior Executives to help them to manage their finances more effectively. The advice has been backed up by a newsletter and website. In addition, the ability for all employees to access the clarity website has provided a forum for advice and questions and the ability to place life, pension and investment business free of initial commission and benefit from discounts negotiated with product providers to increase savings over and above the initial commission. This online ability to “self serve” allows all employees to research and run planning scenarios (Is my family covered if I die? Can I retire at 55? etc), at their own pace and, importantly, in their own time. We believe that it is important to provide advice to employees to ensure that they better understand our benefits package and how it might relate to the increasingly complicated arena of personal financial planning "
InBev
Sarah Graver, Director of Reward and Learning

"Whilst we recognize that some individuals may already have their own advisors, we felt that an impartial delivery of the facts would be helpful to all concerned. They could then take this on to their own advisor if they needed further help. We selected clarity because they are fee-based and hence impartial in this respect. The response to this company benefit has been very positive."
William Hill
Ian Ross, Group HR Manager at William Hill

"In the context of a more complex financial world, the addition of financial advice to our Flexible Benefits and new joiner packages has proved most valuable to our employees. It has allowed them to make more appropriate financial choices and to better value the benefits we work hard to provide. "
Cushman & Wakefield
Ben Marks, Associate Director, Human Resources