For you and your employees: Streamline reward management and communication, and increase ROI on your workplace pension and benefits.
clarity is an award-winning firm of independent chartered financial planners, with offices in Woking, London, Cambridge and Singapore. We’ve been helping our clients achieve their financial goals and manage their wealth for over 25 years. In addition to our personal financial planning and investment management advice, we provide specialist services for trustees and employers.
By choosing clarity as your wealth management partner, you also benefit from our range of market-leading financial planning technology, including WealthPlanner our forecasting and modelling tool.
If you’re keen to play a more active role in managing your own investments, we provide you with the tools to do just that. Our investment committee provides monthly market round-ups, a quarterly ‘fund focus’ summary, regular buy list updates, and webinars covering a range of investment topics. And if sustainability or ethical considerations are a priority for you, our buy list includes a full range of ESG funds.
From budget summaries, to understanding the different types of ISA, or a quick guide to investing in venture capital trusts (VCT); our research library has a wealth of information to help you. We produce regular guides and updates on a wide range of financial planning and investment topics, such as tax planning, financial protection and sustainable investing.
Free of charge, access our full range of research, guides and calculators.
Covering all aspects of financial planning and investing.