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.
Our Ongoing Service Guarantee
One of the principles behind our ongoing service is that the relationship should continue because you continue to find it valuable.
Our ongoing service is therefore open-ended. There is no minimum term. There is no notice period. You can cancel the Clarity Wealth Limited ongoing service at any time without a cancellation penalty from us. We believe this is important because clients should not feel locked into an ongoing adviser relationship. It also keeps us accountable.
If we charge an ongoing fee, we need to continue demonstrating value through the financial planning, advice and service we provide.
Technology also plays an important role in our ongoing service. It allows us to work efficiently with clients across the country, share and review financial information and conduct planning meetings online where that is more convenient.
That does not mean the relationship becomes impersonal. You will continue to deal with our team and advisers, and face-to-face meetings remain available at our Leeds office for clients who prefer them.
Our ongoing service is available to UK-resident clients nationally. You do not need to live near Leeds to have an ongoing relationship with Clarity Wealth Limited.
Please note that individual products, providers or investments may have their own terms, charges or restrictions. These are separate from Clarity Wealth Limited’s ongoing adviser service and will be explained where relevant.
Your 90-Day Journey
