Our main areas of Advice
We clearly explain and review any existing Pension Plans or Pension Scheme benefits accrued and estimate their value at retirement. The many options now available when retiring require careful consideration to enable an informed choice to be made. Please contact us for advice on your specific circumstances.
We offer a diverse range of wealth management products. The right combination of investments can be different for each client. We are there to help you construct a portfolio that will help you achieve your goals.
We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.
The Financial Conduct Authority does not regulate National Savings.
There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.
The Financial Conduct Authority does not regulate Trusts.
At Clarity Financial Planning Ltd we stick to our core area of expertise Retirement Planning, which means asset and pension accumulation for retirement, income options at retirement and investing for growth & income in retirement.
For other areas of personal finance we introduce our clients to trusted referral partners who have proven experience in their specialist field and of course, we think you will enjoy and benefit from working with:
- Wills and Trusts
- Inheritance Tax Planning
- Private Medical Insurance