020 8660 2397

advice@clarity-fp.co.uk

About Clarity Financial Planning

Mark Cooper IFA based in Purley, Sussex

Purley based Independent Financial Adviser Mark Cooper works with clients both pre and post retirement, in Purley, Coulsdon, South Croydon and surrounding areas.

Mark's particular areas of expertise are Retirement Planning, Specialist Pensions Advice and Investments.

In a friendly and relaxed manner, Mark provides clear face-to-face advice and guidance at your home or place of work, helping you plan for and enjoy a comfortable and fulfilling retirement.

We will usually offer an initial meeting without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost, with payment met directly, or paid from suitable investments.

Ways we can help you

Suitable positioning of your Pensions, Investments and other assets with appropriate risk, in a tax-efficient way, aligned to your current and future needs.

A clear understanding of your Pension arrangements, their potential future income and the various options available to you at and into retirement.

A financial safety-net if required, for you, your family or business.

Face to face advice in the convenience of your home or place of work.

A clearly defined charging structure for our advice and services, using fees, payment from suitable plans and investments, or a combination of the two

Regular reviews, if required, on an agreed basis to ensure our advice remains suitable and relevant to your objectives.

Does one of these describe your current position?

  • You have been asked to make key decisions regarding Occupational or Personal Pension Scheme membership, options or benefits
  • Facing retirement, you need to discuss and implement your Pension cash and income options, such as buying an Annuity, or using Income Drawdown
  • You need to review and fully understand your Pensions, Investments and other assets including their tax treatment possible future value and income produced
  • You have new money or existing savings to invest for the long term and need to fully understand your options, the risks, taxation issues and potential future outcomes

We can help, with impartial advice at a clearly defined cost

With longevity still increasing rapidly in the UK, State support under ever more pressure, retirement years increasingly active and the tax regime becoming ever more punitive, the need for genuine Independent Financial Advice has never been greater.

  • “Mark is a great financial advisor, he delivered good solutions and on time.”
    Andrea Plaw (Owner, Expatriate Tax Specialists Limited)
  • “Mark is a delight to work with. He helps you cut through all the jargon and worrying decisions regarding personal finance.”
    Vicki Baumann (Director, Alphaset Ltd, Surbiton)
  • “Mark has advised me with my personal investments. I would highly recommend his services.”
    Angus Cunningham (Managing Director at Scotscape Ltd)
  • “I have recommended Mark to colleagues and clients and the feedback for his approach, patience and quality of advice has been extremely positive.”
    Tom Ahmad (Owner, Bailey Ahmad Limited)
  • “I have found Mark highly knowledgeable and a good sounding board for different financial approaches as well as efficient in his work for me.”
    Jane Binner (JB Consultancy, Purley)
  • “Most people have a confusing array of pension plans, Mark will help you make sense of them.”
    Rod Murdison, Beckenham