Clarity Financial Planning Ltd
Surrey based Retirement Planning specialist IFA, providing Pension & Investment Advice up to and into Retirement. Positioning your money to meet your long term goals, with local face-to-face meetings and ongoing advice.
Based in Purley, Surrey, Mark Cooper (Director) is an Independent Financial Adviser, providing a fee based Financial Planning service with a key focus on Retirement Planning, Pensions and Tax-efficient Investments.
Mark works with private individuals and small business owners to help them build a financially secure, comfortable and fulfilling retirement. Often it is the first time they have really considered their current net worth, future income streams in retirement and potential legacy.
Accruing wealth and capital for future income, demystifying the world of Pensions, explaining Pension income options at retirement and using the tax-breaks still available are a core part of the advice delivered as Holistic Financial Planning, in a clear, concise, no-nonsense way.
Mark has 30 years of retail financial services experience and has now entered his eleventh year of offering financial advice. Mark also works closely with other Professional Advisers including Accountants, Will Writers and Estate Planners, using their specialist expertise as appropriate.
Mark would be delighted to discuss and demonstrate the very clear way in which advice is delivered, the use of charts, graphs and pictures to illustrate the implications, risk and opportunity of his recommendations and the open affordable way in which he charges for his services.
Retirement Planning, Pensions, Pension Income Options at Retirement, Capital Investment for Growth and Income, Tax-efficient Investment, Wealth Management, Wealth Protection, Inheritance Tax Planning.