We’re delighted to share some exciting news — Zac Warner has joined the Clarity Wealth Limited team as a Chartered Financial Planner 🏆, bringing with him a huge amount of experience, knowledge, and energy that will benefit both our team and our clients.
Zac has over five years of experience in providing regulated advice and 9 years industry experience. During this time he has built an excellent reputation for delivering tailored, high-quality advice. He’s worked closely with high-net-worth individuals, professionals, and retirees, managing client assets and creating bespoke strategies across pensions, investments, tax planning, estate structuring, and more.
Zac has also dedicated his time to significant study and has achieved the highly coveted chartered accreditation. He is also due to achieve fellowship this year which is the highest level of membership and recognition available from the CII.
His career to date has seen him advise over 180 clients across 150 households, develop advanced cashflow models and Monte Carlo simulations to test plan resilience, and support clients through complex planning needs such as deputyship cases — always with a focus on clarity, trust, and long-term outcomes.
What really sets Zac apart is his passion for building strong client relationships and his ability to make complex financial decisions feel simple and straightforward. He takes the time to understand each client’s goals and delivers advice that’s carefully aligned with their aspirations.
Zac also brings a depth of technical knowledge and real-world experience that will be invaluable in helping our wider team continue to grow, learn, and develop — strengthening the expertise within the business and enhancing the service we deliver to clients.
We’re also incredibly excited to introduce Zac to our clients in the weeks ahead. He cannot wait to start working with you all and is passionate about delivering a first-class service from day one.
This is a significant milestone for Clarity Wealth Limited as we continue to strengthen our growing team and enhance the way we serve our clients — now and in the future. 🚀
We’re thrilled to have you on board, Zac, and we’re excited to see the impact you’ll make in the months and years ahead. 💙👏
Recent Comments