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Angus set up clarity in 1998 having previously worked at PwC for four years. His background is firmly in investment and tax planning advice having previously worked for the financial services division of a senior investment management company in the City, Capel-Cure Myers. He has advised clients for many years in all the aspects of investment, tax and pensions; both in the UK and overseas. Angus holds the qualification of Chartered Financial Planner and is both an Associate Taxation Technician and Fellow of the Chartered Institute of Securities and Investment.
Glyn joined clarity in 1999 after seven years working in the City, having initially trained with William Mercer. Glyn is a Director with special responsibility for the investment selection process at clarity. Glyn is also responsible for a number of corporate and individual clients, advising on investment, pensions, and other related topics. Glyn is a Chartered Financial Planner.
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 and has worked in financial services for over 10 years. He holds the Advanced Diploma in Financial Planning and won the 2012 APFS prize for the highest marks obtained in completing the qualification within the Institute of Guildford. He is a Fellow of the Personal Finance Society.
Naomi joined clarity in August 2014 and is based in the Cambridge office as part of the clarityTaylorVinters team. She is a Chartered and Certified Financial Planner as well as being a Fellow of the Personal Financial Society. Naomi provides paraplanning support to both Glyn and Dan and has 10 years’ experience in financial planning and has recently gained the Advanced Diploma in Accounting from the ATT. Naomi is currently away on maternity leave.
Chris joined clarity in June 2014 as a member of the administration team, before quickly joining the para planning team. He has eight years' experience working in financial services administration and management and has recently achieved his Diploma in Financial Planning and is now studying towards his Advanced Diploma and Chartered status.
Alex joined clarity in July 2016 and has over two years previous experience as a Para planner with an independent financial planning firm in Winchester. Having successfully completed the Diploma in Financial Planning in 2015 and he continues to work towards Chartered status. Alex has also previously worked for Old Mutual Wealth and Royal Bank of Scotland.
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.
Gifford is clarity’s Investment Manager, which encompasses research, overseeing the buy list, regular meetings with fund managers and chairing the Investment Committee. He holds the PFS Diploma in Financial Planning, together with further qualifications in Investment Planning and Securities Advice & Dealing.
Suzanne joined clarity in 2006 from HBOS, where she worked as a Personal Financial Adviser. Her role within clarity is the Compliance Manager encompassing all aspects of compliance and risk. She has a degree in Geophysics from Edinburgh University and is a Chartered Financial Planner.
Having been a Financial Adviser for almost 30 years, Louise joined clarity in February 2015 as Operations Manager to oversee the strategic and operational side of the business. She is responsible for all of the operational requirements at clarity to ensure that regulatory and legislative obligations are met.
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.
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.
Jack joined clarity at the beginning of 2016 having completed a degree in Banking and Finance at Metropolitan Business School, London. He works within Glyn Bolton’s team as an administrator.
Matt joined clarity at the beginning of 2016 having lived abroad for 15 months. He has a degree in Economics and Finance from University of Brighton and works within Angus Jones’s administration team assisting Craig Porter.
Louisa joined clarity as an administrator in June 2016 having completed a Master’s in International Law at University of Sussex. She has prior experience in the financial sector and is now 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.
Laura joined clarity in 2013 after working as an administrator for a small IFA in London. As a Senior Finance Administrator she assists Karen Jones with the accounting processes within clarity as well as being a key member of the administration team.
Human Resources and Marketing
Philippa manages HR and Operations, covering Marketing and she is based in our Woking office. Philippa's career has spanned all aspects of HR, Operations and Administration Management in the private sector particularly in the Leisure Industry. Philippa has a degree from Birmingham University.
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.
IT and Website Development
Gordon is the CTO for clarity and runs the IT team based in Melbourne. He has over fifteen years of experience architecting and managing the delivery of IT solutions for companies such as Apple, McCaw Cellular, AIG and Vodafone Global Services.
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.
Sujay joined Melbourne based IT team in April 2015. He has previously worked in Infosys Ltd. for two years as a systems engineer. Currently, he is pursuing Master of IT from Royal Melbourne Institute of Technology.