Independent Financial Advice

Fee based financial education and advice tailored to the individual.

clarity – for financial planning advice as individual as you

clarity provides personalised financial planning and investment management advice. We know that everyone’s financial circumstances are different and so our services are flexible. We can help with all, or just some, of your financial questions. The majority of our clients work with us on a long-term basis, but we also provide one-off financial planning advice where individuals just need our help for a particular issue.

Our clients are typically high earning individuals or families with complex financial arrangements. Our highly qualified team has extensive experience advising individuals throughout the entire financial planning lifecycle, including:

  • investing for children
  • school fees planning
  • pensions and retirement (including pension sharing on divorce)
  • wealth preservation
  • tax and business planning
  • estate and inheritance tax planning

Providing you with the tools to manage your finances

One of the most difficult aspects of financial management is getting to grips with the investment process and having the confidence to make your own decisions. For those who are keen to play a more active role in managing their own investments, clarity provides you with the tools to enable you to do just that; from research through to interactive calculators and regular updates.

Our website provides free access to our research library – with guides and briefings covering a broad range of financial issues – as well as our user-friendly calculators and other interactive tools, to help you better understand your finances and tax position. You need to register as a user for full access to all tools and information – there is no charge to use the website and you don’t need to be a clarity client to register. However, if you are a clarity client then the website also enables you to carry out certain transactions online. Login with your account details above or click here to register.

Face-to-face financial advice with regular reviews

clarity provides financial planning services rather than products. When providing you with ongoing financial advice, your clarity adviser will work with you to put together a bespoke financial plan, designed to meet your aspirations.

Where your financial plan requires us to recommend particular products or investment strategies, we will always make sure you fully understand how these work and, where relevant, any risks involved. We are truly independent, so use a number of different platforms and providers to manage clients’ money. Investments can be complicated, built up over a number of years across different providers. We therefore developed virtualWRAP, a tool that enables our clients to see all of their assets in one place.

You can find out more about the different service levels we offer for individuals, by downloading our brochure.

For more information or to book a free consultation with one of our chartered financial planners, please call us on 0800 368 7511 or click here to make an enquiry.

“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

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