Meet the clarity team
All of our advisers are Chartered Financial Planners and our team is committed to delivering exceptional client service.
Founder and CEO
Angus is our founder and CEO, and is responsible for our overall business strategy and relationships with key clients and partners. As well as being a Chartered Financial Planner, Angus is a Fellow of the Chartered Institute for Securities and Investments (FCSI) and an Associate Taxation Technician (ATT).
Glyn is our investment director, he has been with us since our very early days, having joined clarity in 1999. Prior to that, Glyn spent seven years working in the City, after initially training with William Mercer. Glyn is a Chartered Financial Planner and chair of our investment research committee.
Claire is an Associate Director specialising in strategic financial life planning for high net worth individuals, and also heads up technical research within clarity. Claire is a Cambridge graduate who joined clarity in 2002, and is a Chartered Financial Planner, Fellow of the Personal Finance Society and a Fellow of the ICAEW. Prior to clarity she qualified as a Chartered Accountant and a financial planner at PwC.
Craig is a Chartered Financial Planner who is also in charge of the Paraplanning unit. He is a Fellow of the Personal Financial Society, and holds a Graduate Law Diploma from the College of Law. Craig has over 25 years’ industry experience mainly in technical roles with Legal & General and Standard Life, before joining clarity in 2007.
Dan is a Chartered Financial Planner who joined clarity in 2007, having started his financial services career at Legal & General in 2005. He holds the Advanced Diploma in Financial Planning, is a Fellow of the Personal Finance Society and is currently studying for his Investment Management Certificate.
Naomi is a Chartered Financial Planner who provides advisory and paraplanning services to clients of both clarity and clarityTaylorVinters. In 2018, she was named ‘Paraplanner of the Year’ at the prestigious Money Marketing Awards – a testament to her incredible technical and research skills.
Vicki is a Chartered Financial Planner who specialises in lifestyle financial planning for high net worth individuals. As well as holding Chartered status, Vicki holds the Investment Management Certificate, parts one and two of the Chartered Financial Analyst qualification, and is a Fellow of the Personal Finance Society.
David joined in February 2008 following roles in both the sports sponsorship and hospitality industries. He has an Honours degree in Information & Management from Loughborough University. David is responsible for running the IMS rebalancing service.
Rick joined our administration team in November 2007 having gained 9 years' experience in the financial sector with Barclays Bank plc. He is now part of the team heading up the IMS rebalancing service.
Ahalya joined clarity as an IMS administrator in December 2019. She graduated from Brunel University with a degree in Financial Mathematics and is currently studying towards achieving an Investment Management qualification.
Louisa is a Paraplanner and works primarily with Glyn Bolton. She holds the Diploma in Regulated Financial Planning and is working towards Chartered Status. She joined clarity in June 2016 having graduated with an LLM in International Law from the University of Sussex. In addition to Paraplanning, Louisa organises clarity’s charity fundraising and events.
Detrice holds a Certificate in Financial Planning, and is working towards the Diploma in Regulated Financial Planning as part of the technical team. Detrice has returned to clarity after several years of raising a young family. She graduated from Nottingham Trent University in 2003 with an LLB (Hons) degree in Law, having spent a year working for the Crown Prosecution Service as part of her degree course.
Sarah works with Daniel Smith and Claire Brooks and has been paraplanning for over 10 years. She holds the Diploma in Regulated Financial Planning and is working towards Chartered status. Sarah started her career at clarity as an administrator, after graduating from university in 2001. She returned to clarity in November 2019 to join the paraplanning team.
Sahiba joined clarity in April 2018, initially working as a member of the Admin Team after graduating from Bournemouth University with a degree in Finance & Economics. She has now moved onto the Paraplanning team as a Trainee Paraplanner, whilst she is working towards the Diploma in Regulated Financial Planning having already completed R01 and R02. Sahiba is also member of our Investment Committee.
Suzanne joined clarity in 2006 from HBOS, where she worked as a Personal Financial Adviser. In her current role as Head of Compliance she oversees all aspects of compliance ensuring clarity maintains the highest regulatory and ethical standards. Professionally, she is a Chartered Member of the CISIS with a Diploma in Investment Compliance and is also a Chartered Financial Planner.
Louise joined clarity in February 2015 as Operations Manager to oversee the strategic and operational side of the business and holds the PFS Diploma in Financial Planning. She has held a number of Directorships and has worked in both advisory and paraplanning positions during her career in Financial Services. Louise is responsible for all of the operational requirements at clarity to ensure that regulatory and legislative obligations are met.
James joined clarity in June 2015 as a member of the administration team. He achieved a degree in Law & International Relations at the University of Portsmouth. Previously he worked as an IFA administrator for 2 years.
Wendy spent six years with Taylor Vinters and has a wealth of financial planning experience. She previously worked for John Charcol, Halifax and THINC Financial Planning and has joined clarity as part of the clarityTaylorVinters team based in Cambridge.
Leila joined clarity as an administrator in January 2019 and works under Angus and Vicki. She is currently studying a degree in Business Management and Marketing with Open University whilst working full time.
Annabelle joined clarity as an administrator in June 2019. She graduated from Canterbury Christ Church University with a degree in History and will soon be studying towards the Diploma in Financial Planning.
Taylor joined clarity as an administrator in October 2019. He graduated from Bournemouth University with a degree in Finance & Accounting and will soon be studying towards the Diploma in Financial Planning.
Karen is in charge of all Finance and Accounting issues. Karen spent over 14 years at PricewaterhouseCoopers dealing in tax for partnerships, companies and High Net Worth individuals. Karen is a Chartered Accountant. Please channel all accounting and finance queries to Karen.
Philippa is our operations director, with responsibility for a number of core areas including client services, HR, communications and marketing. She joined clarity in 2008, having previously spent nine years at Whitbread plc, holding senior operations roles at various companies within the group.
Human Resources and Marketing
Jane assists with the co-ordination of all marketing and events within clarity and any enquiries relating to marketing should be directed to her. She joined the company over 10 years ago and has previously worked as PA to Angus and Glyn.
Jess joined clarity as a PA in August 2017 having graduated from Nottingham Trent University. She looks after all of the advisers’ diaries and is currently studying towards an Executive PA Diploma.
IT and Web Development
Tim joined clarity in 2006 and is a senior member of our Web Team. Tim handles the day-to-day management of our IT Network and web based solutions; therefore, any website related queries should be directed to him in the first instance.
IT and Web Development
Marcus joined clarity in September 2019 as a Web Developer following five years in industry. He has experience of delivering bespoke and large-scale solutions to clients globally using the latest web technologies. Marcus is currently building new features for clarityONLINE as well as working on day-to-day maintenance of the website.
Chief Technical Officer
Gordon is our chief technical officer (CTO) and a board director. He leads our information technology (IT) strategy and oversees all key technical areas, including the security of our systems and data. Prior to joining clarity, Gordon held senior IT roles for a number of blue-chip organisations, including Apple, Vodafone, Swissbank and AIG.