Thank you for choosing clarity as your financial planning and investment management partner.

If you know of any family members or friends who would also benefit from our strategic financial planning advice and/or investment management services, please do pass on our details. Alternatively, provided you have their permission, you can use the form below to ask us to contact someone to arrange an initial free consultation with one of our advisers.

Thank you for recommending clarity. We strive to provide all of our clients with the very best possible service and welcome any feedback on ways in which we could improve.


At the heart of our success and the strength of our reputation is our commitment to fostering and maintaining a culture of putting clients first. We are passionate about delivering the best possible service to each and every client and aim to be a champion of high standards of professionalism in the Financial Services Industry.

Our five core values are:

  • Honesty and Integrity

    We will act with the highest ethical standards and integrity, dealing with all stakeholders in an open, clear and co-operative manner. We will always treat clients, regulators, colleagues and providers with respect.

  • Reliability

    We will always act in the best interests of each client, basing our recommendations and decisions on a clear understanding of client needs, priorities, concerns and circumstances. We will provide a high standard of service, acting with skill, care and diligence.

  • The Pursuit of Growth and Learning

    We will ensure that our knowledge and expertise is kept up to date and relevant and encourage all staff to embark upon continuous professional development at all level.

  • The promotion of equality, diversity and inclusion

    We will treat people fairly, always acting openly and honestly. We view each client as an individual and promote jargon-free financial advice at a level and depth to suit individual needs.

  • Compliance

    We will comply with the CII Code of Ethics and all relevant laws and regulations, working not only within the letter of the law but also within its spirit.