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.
Implementing Your Financial Plan
If you are happy with our recommendation and decide to proceed, we then move into implementation.
Depending on the advice we have provided, this might involve setting up new arrangements, transferring pensions or investments, changing investment portfolios, arranging retirement income or dealing with existing providers.
Clarity Wealth Limited manages the administration and liaises with the relevant providers throughout the process. We handle the paperwork. We keep you informed. And we work to ensure the agreed recommendations are implemented correctly.
We use technology throughout the implementation and administration process to help manage information, communicate with providers and keep the process moving, while our team remains responsible for overseeing your case.
Importantly, Clarity Wealth Limited does not hold your money. Your pensions and investments remain held with the relevant regulated providers and platforms and remain your assets.
Implementation can be managed remotely for UK-resident clients throughout the UK. There is no requirement to attend our Leeds office.
Your 90-Day Journey
