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.

Step 1 of 3: Choose Fund Provider

On occassion some clients simply want to make investments securely and efficiently without advice. So, we offer our clients the ability to do this here. We tend to offer investments via fund platforms wherever possible for ease of administration and wider fund choice, but direct investment with fund providers is also available.

Below is a list of fund platforms we use often, but please do note that other platforms are available. Simply click on the platform name to get further information about each platform including any charges and restrictions. All the fund platforms identified below provide clarity with daily valuation information so that you can always keep up to date with the value of your portfolio through our website.