INDEPENDENT FINANCIAL ADVICE
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.
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.
Leave whenever you wish
No exit penalties
No hidden costs
No unnecessary restrictions
“Through working with Richard and Clarity Wealth, I now have peace of mind over my finances”
Christina
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:
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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