Know someone who keeps putting off sorting their finances?

1 month ago

“I really need to sort out my pensions.”

“I’d love to retire, but I don’t know if I can afford to.”

“We’ve been meaning to speak to someone for years.”

Sound familiar?

You may have heard something like this from a friend, family member or colleague. Perhaps you remember feeling the same way before seeking advice yourself.

Financial planning is one of those things that can sit on the to-do list for a long time. Life gets busy, paperwork gets pushed aside, and another year passes without much changing.

Sometimes, a recommendation from someone you trust is all it takes to get started.

Know someone who would appreciate a conversation?

At Clarity Wealth Limited, we help people understand what they have, what they want from life and how their finances could support those plans.

Someone you know might be wondering when they can retire. They might have pensions scattered across different providers, an inheritance they are unsure what to do with, or questions about the advice they already receive.

They may simply want to get organised and feel more confident about their next steps.

You do not need to know the answers to their questions. You do not even need to know whether financial advice is right for them. That is something we can explore when we speak.

You make the introduction. We’ll take care of the rest.

The easiest way to introduce someone is to ask them to email service@claritywealth.co.uk or call 0113 258 6000 and mention that you told them about us.

Alternatively, with their permission, email us and copy them in to introduce us to each other.

We’ll take care of the rest.

There is no need for you to ask about their pension, discuss their savings or explain how our services work. We’ll have a friendly, confidential conversation with them to understand their circumstances and see whether we can help.

Our initial call and discovery meeting are free, with no obligation to proceed. If we believe our services would be useful, we’ll explain what we can offer and what it would cost before they decide.

A £500 thank you

Recommending someone to look after a friend or family member’s finances is a personal decision. We appreciate the trust involved.

As a thank you, when an existing client introduces someone who goes on to become a client of Clarity Wealth Limited, they can choose either:

A £500 gift voucher for a retailer such as John Lewis, Amazon, Harvey Nichols, Selfridges or Harrods. Other retailers may be available on request.
A £500 donation to a UK-registered charity of their choice.

The referral programme is subject to the terms below.

There is no expectation to introduce anyone. But if you know someone who could benefit from a conversation, we would be pleased to see whether we can help.

Your recommendation means a great deal

Many people first come to Clarity Wealth Limited because someone they know has recommended us.

We never take that for granted. When you introduce someone important to you, we want them to feel comfortable asking questions, clear about their options and free to decide what happens next.

So, if someone comes to mind while you are reading this, simply pass on our details and ask them to mention your name.

Email: service@claritywealth.co.uk
Call: 0113 258 6000

Thank you for your continued trust and support.

Richard Platt
Founder, Clarity Wealth Limited

Referral programme terms

The programme is available to existing clients of Clarity Wealth Limited.
The person introduced must not already be engaged with Clarity Wealth Limited.
They must have a minimum of £150,000 in pensions, investments and/or savings available for advice.
They must become a client following completion of our normal suitability, advice and onboarding process before a reward becomes payable.
You do not need to discuss their assets or assess whether they qualify before making an introduction. Clarity Wealth Limited will establish eligibility directly with them.
One reward is available per successful referral.
You may choose either a £500 gift voucher, subject to retailer availability, or a £500 donation to a UK-registered charity.
Rewards will be issued following completion of the new client’s onboarding process and receipt of any applicable initial advice fees.
No cash alternative is available.
There is no obligation for anyone introduced to use our services. An introduction does not determine whether our services or any particular financial recommendation will be suitable.
Clarity Wealth Limited reserves the right to amend, suspend or withdraw the programme at any time.