Why use clarity?
Our experience - we have a proven track record of working with people like you. We have been working with PwC partners and staff for over 25 years.
Our expertise - all our advisers are chartered financial planners - two of them are ex-PwC.
Our charges - we have been fee based from inception and our reputation has allowed us to negotiate special discounts on investment charges with many of the main providers.
Our administration - all funds are pre-cleared with Independence Checkpoint before acquisition and we use the Automated Investment Recording ('AIR') system to record security transactions for PwC partners and staff who are required to report.
PwC has invested in the AIR solution as a tool to make personal independence compliance simpler for partners and staff. It has increased the accuracy of portfolio updates and PwC strongly recommend that you consider participating.
Transferring your portfolio to us is seamless and painless.
WealthPlan: our innovative modelling and forecasting tool
A cornerstone of effective financial planning is having a clear sense of your 'numbers' - both now and in the future. Your income, outgoings, capital and, of course, your financial goals over the short, medium and long term. WealthPlan is our innovative technology that brings together all of your financial information, and provides a year-by-year graphical summary of your estimated future capital and income vs your targets.
A powerful financial planning and cashflow modelling tool, WealthPlan helps you take control of your wealth and provides a mathematical foundation for important, and often emotional, financial decisions.
Extremely flexible, WealthPlan underpins our strategic financial planning services and is designed to handle even the most complex financial arrangements. Using your current asset values, income streams, targets and known/planned future activity (e.g. regular pension contributions or investments), WealthPlan provides a graphical projection of the estimated future value of your capital and income, clearly highlighting any shortfall or surplus.