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Financial planning & wealth management

For you and your loved ones: Achieve your financial goals, while protecting and managing your wealth, throughout the generations.

Workplace technology and communications

For you and your employees: Streamline reward management and communication, and increase ROI on your workplace pension and benefits.

Trustee investment advice

For you and your beneficiaries: Whether a family trust, independent school or other not-for-profit, effectively manage your trust assets and fulfil your fiduciary responsibilities.

Professional partnerships

For you and your clients: Harness the power of collaboration, with complementary expertise that enables us to provide a truly end-to-end service for our mutual clients.

Your financial planning partner

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.

What our clients say

clarityONLINE

Your secure personal hub for all things financial planning and investing. Join clarityONLINE, free of charge, to access our full range of research, guides and calculators - covering all aspects of financial planning and investing.

Investment research

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.

Guides and factsheets

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.

Join clarityONLINE

Free of charge, access our full range of research, guides and calculators.
Covering all aspects of financial planning and investing.