Clarity Wealth Limited

I first contacted Clarity Wealth in late 2024, when I needed advice in relation to retiring. I had a meeting with my advisor, John Mount, last Easter and followed his advice about some investments. Since then I've received monthly Clarity Wealth newsletter emails, giving general financial information. I've just had my first annual financial review with John, who presented me with written reports about how my investments had done(well I'm pleased to say) and some next steps. He talked me through the reports and explained why he wanted to make some changes which, with my permission, he would set in motion. John is friendly and approachable and I feel that I could phone him at any time over the year, between reviews, if something cropped up and I needed financial advice. I highly recommend Clarity Wealth.

Clarity Wealth have looked after my pension portfolio for 8 years now. The company has grown steadily but still offers the same professional friendly service that it always has.

Annual review with Richard and John. Really positive results over the last year in spite of world events. Overall an exceptional years performance of funds. The preparation of paperwork and on screen graphics all give you a feeling that these guys know what they are doing and your funds are in safe hands. The new headquarters are fantastic and the feeling of light and space is everywhere. I feel very comfortable with Clarity Wealth looking after my retirement finds.

Clarity Wealth Ltd are a fantastic company! Very attentive, very professional but also very approachable. They understood our needs perfectly. We left very happy.

I have been with clarity well for a year now with John Mount who is very knowledgeable, friendly and helpful. . I recommended them highly and feel that I’m in very safe hands.

Excellent service given to us, fully explained and continually updated. We are over the moon with Jon and his personal service to our accounts. We were massively let down by our previous advisor who retired with no warning leaving us in limbo for a couple of years. I found Clarity Wealth on one of the local Trust sites and things are now better than ever. All our financial worries have now gone with positive assurances given to us. Our Pension Pot continues to grow even with a years worth of withdrawals, extremely pleased with our choice and the services we receive.

Clarity have been working on my behalf for 3 years now and I really can't fault them. From the initial (free of charge) face to face meeting to the subsequent follow up with all the work done in between to manage my portfolio, they have been first rate. My initial evaluation was carried out jointly with Richard and John but since they have taken the reins, John has been managing my account. For clear, unbiased advice I would thoroughly recommend Clarity whatever your financial requirements.