Independent financial advice for people
considering their retirement options

Clarity Wealth Limited is a passionate independent financial adviser team that has our clients’ best interests at the forefront of everything we do. We will take time to listen to and understand our clients and their main goals, objectives and wishes. We will then provide a clear path for their financial future, wealth management and or retirement. We will utilise risk analysis, and cashflow modelling to help engage clients with their goals and provide a visual picture of what this looks like for you and your family.

We take great pride in offering proactive, responsive, helpful and efficient services for clients and we appreciate and understand how important their financial future is to them and their family.

Reviews and Ratings for Financial adviser Richard Platt, Leeds
investment planning

Thinking about retiring

It’s never too soon to start planning for your future. You may have a clear idea about your dream retirement, or you may have no idea at all. We’ll help you set clear objectives and make sure you’re on track to achieve them.

retirement planning and pensions

Ready to retire

You only get one retirement, so you want to make sure it’s perfect. Whether you’re looking to put your feet up and relax or you’re looking to start a brand-new adventure, our team of experts will help you get there.

business protection

In retirement

Your retirement should be one of the most exciting stages of your life, with a brand-new change of pace and priorities. But with these new changes comes potential adjustment, which is where our team can help.

What our clients say

of clients believe that working with us has helped or will help them achieve their goals
of clients were satisfied that we understand their needs and objectives
of clients said they would recommend us to their friends, family and colleagues
of clients were satisfied with our communication between meetings
of clients were satisfied with the speed of response from their adviser and support team
of clients were satisfied with their annual reviews.

Client stories


“Through working with Richard and Clarity Wealth, I now have peace of mind over my finances”


“Working with Richard was one of the best decisions I’ve made, I feel my finances are in very safe hands”


“Richard spoke about to us about our finances using language that both my wife and I could understand”

Our people

Richard Platt Dip PFS AwPETR
Independent Financial Adviser/Director/Principal

Chantal Platt

Victoria Ogle

Victoria Ogle
Office Manager

John Mount

John Mount
Independent Financial Adviser

Jon Tate
Trainee Financial Adviser

Financial Advice FAQs

Plan today for a brighter tomorrow

Latest News

Our latest news and helpful posts