March 2024 by MC
My wife and I have been associated with Clarity Wealth for many years and we have seen the business go from strength to strength under the influence of Richard and his team. Recent advice following our recent review at the office in Horsforth has resulted, so far, in an increase in growth in our portfolio. We have appreciated the advice given to us over the years and we would not have any reservations in recommending Clarity Wealth.
March 2024 by John Hooks
I have been a client with Clarity Wealth since I retired 8 yrs ago, I have always had excellent service and advice from Richard and his team.
March 2024 by 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.
March 2024 by WENDY FRANKCOM
Met with John for my first annual review since entrusting Clarity Wealth to manage my investments. Have found both him and Richard very pleasant to deal with; they listened to my circumstances and communicated recommendations clearly. I feel confident that they are looking after my interests.
March 2024 by 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.
March 2024 by Ian Halliday
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.
January 2024 by Brian Roddick
Great service and a understanding of the clients needs
January 2024 by Alan Kennedy
Having previously invested with a national financial institution I was looking for a more personable and local adviser to help my me reach my retirement goals.After meeting Richard and his team for the first time I felt that connection straight away and subsequently we have over several meetings mapped out a retirement plan whereby Richard has been both honest and upfront and provided us with various plans taking Into account various scenarios.We continue to be very happy with his advise and investment strategies and also the efficient and friendly service both he and his colleagues provide and would have no issues in recommending Clarity Wealth.
January 2024 by Anne
I found myself in need of financial advice at a difficult time and Clarity have been extremely helpful, approachable, professional and reliable. Communication is excellent and at no point have I felt bamboozled by jargon or figures!
January 2024 by Kevin Walters
I have always found Richard's advice to be very thorough and well-researched.He understands my needs/requirements and goes out of his way to ensure he does his best to meet them.In times of financial uncertainty, it's great to know that I can trust Richard not to take risks with my pension funds and does his best to ensure I get the best possible returns.
December 2023 by Chris Broadbent
Richard and his team are very professional, knowledgeable and helpful. Our only regret was not using their services sooner in life and making more of our savings and pensions when we were younger.
December 2023 by Johanna Craven
Richard and Jon were both very helpful sorting our pensions and took the pressure off us having to sort. We have regular meetings with them and have had good communication throughout the whole process and feel we are in very good hands. Jo & Damian
October 2023 by 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.
October 2023 by Michael Marczycha
Cannot recommend Clarity highly enough, if there were 6 stars available we would give them. Richard and Johnathon have been excellent throughout. We had a number of pensions built up over the years from various employers and to be honest we had no idea where to start. They took over and contacted everyone and then presented the findings in a clear and concise manner. We now feel very confident about the future and know we are in great hands with Clarity.Many thanks for all your hard work and professionalism guysMike and Bev
October 2023 by Susan Watts
A very expert, friendly and reassuring organisation. Richard explains everything very thoroughly and carefully before taking any action on my behalf.I'm very happy to recommend them.
