INDEPENDENT FINANCIAL ADVICE

Financial Planning
Built Around You

Independent financial advice helping you and
your family plan for the future with confidence.

Independent financial advice helping you and your family plan for the future with confidence.

FCA Authorised
Google rating

Clients and
families advised

Assets under advice
and management

Combined Financial
Advice Experience

FCA Authorised
Google rating

Clients and
families advised

Assets under advice
and management

Combined Financial
Advice Experience

Richard Platt

A PERSONAL APPROACH

Guiding you with clarity, confidence and care

Founded by Richard Platt in 2016, Clarity Wealth Limited was shaped by more than 20 years’ experience in financial services, including working with and for large national firms.

Richard created the firm to reflect the values he believes matter most: independent, research-driven advice, long-term relationships and always putting clients first.

Since then, Clarity Wealth Limited has grown organically, while remaining focused on helping clients make confident decisions and achieve the best possible outcomes

We provide personalised tax efficient investment advice to help people secure their financial freedom

Independent Advice

We analyse the whole market using research, data and proven methodologies to identify the most suitable solutions.

Clear & Simple Guidance

We explain complex financial matters clearly, helping you make informed decisions with confidence and understanding.

Putting You First

Your needs always come first, ensuring our advice remains unbiased, independent and focused entirely on your goals.

A PERSONAL APPROACH

Who we help

Clarity Wealth Limited works with individuals, families and business owners who want clear, independent financial advice and a long-term plan for their future.

We are typically best suited to clients with a minimum of £150,000 or more in defined contribution pensions, investments or cash that they wish to invest, who value ongoing advice, careful planning and a personal relationship with their adviser.

If you are approaching retirement, already retired, selling a business, investing for the future or looking to make confident decisions about your wealth, we can help you understand your options and create a plan built around your goals.

Who we help

A PERSONAL APPROACH

Our Client Promise

At Clarity Wealth, we believe clients should stay with us because
they value our advice, not because they’re tied into a contract.

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Leave whenever you wish

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No exit penalties

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No hidden costs

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No unnecessary restrictions

Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We have been clients of Clarity now for a number of years, firstly dealing with Richard and more lately with Zac. Suffice to say we are in a much stronger financial position now than we were when we started our journey to such an extent that we will both shortly be retiring a little earlier than originally planned. The advice, help and support when dealing with Richard and Zac has been invaluable reaching this stage in our lives. Even though we both come from working in the financial services industry, the knowledge, experience and expertise provided to us in relation to our pension arrangements and financial planning along with the reassurance this has provided, has been immense and helped us enormously to navigate through the various options to ensure the most suitable recommendation was provided and outcome reached. We can not recommend Clarity Wealth enough and would suggest very strongly as early an engagement as possible to begin planning your financial future. Outstanding service, personal care and attention of the highest standard and integrity.
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Andy Dowling profile picture
Andy Dowling
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Really impressive service from John Mount and his team. Excellent communication throughout, Really thorough report and well considered advice and very friendly and professional service all round! Highly recommended!
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Louise Larking profile picture
Louise Larking
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The annual review was very efficient. I felt confident in the attention paid to the investments and my circumstances. Everything was explained in straightforward terms.
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Rachel Walton profile picture
Rachel Walton
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I had my annual review with John Mount at Clarity Wealth, once again I felt really positive about my pension growth and the advice he gave me with real understanding of my own personal situation - Thanks John
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Elizabeth Dixon profile picture
Elizabeth Dixon
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I’ve had a really positive experience with John Mount. He is friendly, approachable and takes the time to listen and understand my situation. He explains my financial plan clearly and in a way that I can easily understand, while also sharing his thoughts and advice without ever making me feel pressured. I feel comfortable talking to him and, most importantly, I feel I can trust him to do a great job. I would happily recommend John to anyone looking for a friendly and trustworthy financial adviser.
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Elaine Moore profile picture
Elaine Moore
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Many thanks to John and Clarity Wealth. In our discovery meeting, John was extremely helpful and professional, presenting things very clearly and taking to time to understand my own circumstances.
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Dave Cassell profile picture
Dave Cassell
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Excellent communication, clear projections offered in a relaxed and friendly setting
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Brian Pilotille profile picture
Brian Pilotille
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Very good service , annual review very clear and professional
Posted on Google Google
Damian Butterworth profile picture
Damian Butterworth
testimonial rating

Our Proven Process

We’ve developed a proven process to help clients gain clarity, confidence and control over their finances. Watch our short videos to understand exactly how we work and what you can expect.

Our Proven Process

We’ve developed a proven process to help clients gain clarity, confidence and control over their finances. Watch our short videos to understand exactly how we work and what you can expect.

Beechwood house

Beechwood House
Clarity Wealth Limited head office in Roundhay, Leeds

Beechwood House
Clarity Wealth Limited head office in Roundhay, Leeds

A PERSONAL APPROACH

A future you can look forward to

Financial planning isn’t just about tomorrow – it’s about feeling confident today. Whether you want to retire comfortably, grow your wealth, support your family or enjoy more freedom, we help you build a plan around the life you want to live.

At Clarity Wealth, great advice should leave you feeling:

Confident

Secure

In control

Optimistic about the future

Because when you have clarity, everything feels different.

A PERSONAL APPROACH

Independent advice.
Personal relationships.
Long-term confidence.

Many of our clients come to us feeling uncertain about the future or overwhelmed by financial decisions.

Our role is to simplify the process, provide trusted guidance and help you make informed decisions with confidence.

We take pride in building lasting relationships based on trust, honesty and personal service – supporting our clients through every stage of life and helping them plan for the future they truly want.

With Clarity Wealth, you’ll always have a trusted adviser by your side.

MEET THE TEAM

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