Your First 90 Days with us: A Step-by-Step Guide
Learn what to expect when working with a financial advisor, from your initial call through to your tailored recommendations.
What Happens on the Initial Call?
Your first call with Clarity Wealth Limited will usually take around 15 minutes.
It gives us an opportunity to understand what you are looking to achieve, get a brief overview of your circumstances and establish whether we are likely to be able to help.
We will normally ask for approximate details of your pensions, investments and savings. This helps us understand whether our service is likely to be appropriate before asking you to commit more of your time.
We typically work best with clients who have around £150,000 or more in pensions, investments or other assets where financial planning and investment advice may add meaningful value.
If we believe we may be able to help, the next stage is a complimentary Discovery Meeting.
We work with UK-resident clients nationally. We make extensive use of technology throughout our advice process, so you do not need to live near our Leeds office or meet us face to face to become a client.
Your 90-Day Journey
