Clarity Wealth Limited - Leeds

Simon DONNELLY

My wife and I have been clients of Clarity Wealth for the last eighteen months. Richard and his team have advised us on how to best invest our savings and pensions for our future. Richard listened to our needs and wishes for both ourselves and the children, minimising tax and creating an income stream for now. Would recommend to anyone coming up to retirement.

Angela Weaver

I met with John Mount at the London office and immediately felt at ease with him. He patiently explained the maze of investment options and provided a comprehensive proposal to safeguard my financial security. Recommended.

David Stainthorpe

I can 100% recommend Richard and his team at Clarity Wealth. I was unhappy with the excessive charges and constant waste of resources with St James Place . Richard gave me good clear advice and I'm very happy with the personal and caring service.

Paul Morris

I have just signed up with Clarity Wealth for my pension management. From the very start Jon Tate has been professional, friendly and dealt with my natural cynicism and concern well. I have several pensions and for a while considered combining them. I considered trying to manage this myself but with complications of some pensions being “crystallised “ and my lack of knowledge and confidence this was not going to happen. Clarity admit they are not the cheapest and in my research every other option was cheaper BUT I had an early gut feeling Clarity Wealth were correct for me and this persisted throughout the process of choosing a Financial Advisor. I will let you know in a year or twos time how my pension pot is going but I feel confident we will be fine.

John Morrissey

I really appreciated the way John Mount led me through the plan and explained it patiently. He’s very friendly and I’m very happy with clarity wealth and would recommend them.

Claire R

Richard introduced me to Jon who conducted my annual review.
Jon was warm, friendly with excellent product knowledge which helped me to make informed decisions.
I’ve been a client of Clarity Wealth for a few years and find the service they offer excellent and commission charges are relatively low compared to other companies offering similar services. I highly recommend Richard and his team.

David Pope

After years of trying to follow the markets and trying to understand the root to retirement, I decided that I really needed some expert advise to ensure I was absolutely in the best possible place going forward with my pension investments. I found Clarity Wealth via the government listings and soon became connected with the team. Richard has a sound background in finance and his focus on you as a customer is very much a part of giving you the assurance that you have made the right decision at the right time with the right support for the future. Thank you also to John who guides you through every step of the analysis backed up with clear facts and figures. Yes it costs you money but why would you not invest in getting the best professional services you can afford to support the critical decisions we often have to make in life.

Bob Bury

We signed on with Clarity last year, and have just had our first annual review. We've been impressed with the way Richard explains the way markets work, and how we can get the most from our investments. Although things went reasonably well over the past year, we are now moving to a slightly riskier mix of bonds and equities, something we'd never have ventured to do without his clear explanation of the pros and cons.

Both Richard and John are very approachable and easy to talk to, and we have every confidence in them.