Clarity Wealth Limited - Leeds

Address: 8 Kerry St, Horsforth, Leeds LS18 4AW, United Kingdom.
Phone: 1132586000.
Website: claritywealth.co.uk.
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, On-site parking.
Opinions: This company has 61 reviews on Google My Business.
Average opinion: 5/5.

Location of Clarity Wealth Limited

1132586000

Clarity Wealth Limited is a financial planning and consulting firm that can help individuals and businesses manage their finances effectively. The company is located at Address: 8 Kerry St, Horsforth, Leeds LS18 4AW, United Kingdom. You can contact them via phone at 1132586000. Their website is claritywealth.co.uk.

Clarity Wealth Limited specializes in financial planning and consulting, providing expert advice to help their clients achieve their financial goals. Their services include online appointments, onsite services, and on-site parking, making it easy and convenient for clients to meet with their advisors. The company is wheelchair accessible, with a wheelchair accessible entrance, parking lot, seating, and restroom, as well as a gender-neutral restroom.

According to Google My Business, Clarity Wealth Limited has received 61 reviews, with an average rating of 5/5. This is a testament to the high-quality services they provide and the level of satisfaction their clients have with their work.

If you are looking for a reliable and experienced financial planning and consulting firm, Clarity Wealth Limited is an excellent choice. Their team of advisors can help you create a customized financial plan that meets your unique needs and goals. Whether you are an individual looking to save for retirement or a business looking to manage your finances more effectively, Clarity Wealth Limited has the expertise and experience to help you succeed.

Reviews of Clarity Wealth Limited

Simon DONNELLY

5/5

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.

Paul Morris

5/5

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.

Angela Weaver

5/5

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

5/5

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.

Claire R

5/5

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.

Denise Mansfield

5/5

We have been dealing with this friendly and professional company for many years now.
They are always very quick to respond to enquiries and taking any action necessary.
We would not hesitate to Recommend the services of Clarity Wealth Limited.

Bob Bury

5/5

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.

Ian Halliday

5/5

Feeling a little apprehensive regarding the best options for investment of my upcoming Pensions, I contacted Clarity Wealth to arrange a meeting with Richard and John. After discussing my financial requirements and lifestyle going forward, I was quickly impressed with their grasp and understanding of not only my needs but my misapprehension of where my finances presently were.
During the subsequent recommendations meeting the advice presented was clearly and professionally presented and any questions were answered concisely and with clarity. I had no reservations in becoming a client and placing my future financial health in their capable hands.