Our People

Richard Platt Dip PFS AwPETR
Individual FCA number RLP01063
Independent Financial Adviser/Director/Principal

Chantal Platt
Administrator

Victoria Ogle

Victoria Ogle
Administrator / Assistant

Greg lodge

Greg Lodge
Trainee Paraplanner

Richard prides himself in providing independent advice that clients can clearly understand. He is adept at analysing a client’s overall circumstances and helping them plan towards an achievable and realistic goal.

Richard has over 13 years of financial services experience. He has worked at Yorkshire Bank, AXA and was a self-employed partner with the True Potential network, before leaving to form Clarity Wealth Limited in December 2016. Richard has been a fully qualified financial adviser for over 10 years and has maintained and grown a loyal client following, many of his clients have been with him for the majority of this time.

Richard is a fully qualified Independent Financial Adviser having obtained the Diploma for Financial Advisers, he also holds the award in pension transfers at level 6 that enables him to advise on Final Salary Pension Transfers where appropriate.

In his spare time, he enjoys playing golf, running and spending time with his family.

Chantal helped establish clarity wealth limited from the start and has been involved with any and all administrative tasks since then. Chantal has been working with Richard in financial services since 2013 and has a very particular eye for detail. Chantal’s organisational skills help to keep the office running smoothly and efficiently. 

If Chantal has any spare time left then she enjoys going to the gym and spending time with her children.

Victoria joined the team here at Clarity Wealth in October 2017. She has previous experience working for The Halifax, Lloyds Private Banking and HSBC Private Bank. While working at HSBC Private Bank Victoria specialised in investment support.

During her career in financial services Victoria has also gained her Level 3 Certificate in Financial Planning, IFS Level 3 Certificate in Mortgage Advice and Practice and CISI Unit 5 Investment Management.

In her spare time, Victoria enjoys playing music and spending time with her husband and two children.

Greg joined the Clarity Wealth team in March 2021. He has previously worked at a national stockbroking firm for just under 5 years, where he specialised in transfers and supporting clients. He holds the CISI Investment Advice Diploma and is currently working towards the CII Diploma.

In his spare time he enjoys travelling, hiking, and spending time with his friends.

Richard Platt Dip PFS AwPETR
Individual FCA number RLP01063
Independent Financial Adviser/Director/Principal

Richard prides himself in providing independent advice that clients can clearly understand. He is adept at analysing a client’s overall circumstances and helping them plan towards an achievable and realistic goal.

Richard has over 13 years of financial services experience. He has worked at Yorkshire Bank, AXA and was a self-employed partner with the True Potential network, before leaving to form Clarity Wealth Limited in December 2016. Richard has been a fully qualified financial adviser for over 10 years and has maintained and grown a loyal client following, many of his clients have been with him for the majority of this time.

Richard is a fully qualified Independent Financial Adviser having obtained the Diploma for Financial Advisers, he also holds the award in pension transfers at level 6 that enables him to advise on Final Salary Pension Transfers where appropriate.

In his spare time, he enjoys playing golf, running and spending time with his family.

Chantal Platt
Administrator

Chantal helped establish clarity wealth limited from the start and has been involved with any and all administrative tasks since then. Chantal has been working with Richard in financial services since 2013 and has a very particular eye for detail. Chantal’s organisational skills help to keep the office running smoothly and efficiently. 

If Chantal has any spare time left then she enjoys going to the gym and spending time with her children.

Victoria Ogle

Victoria Ogle
Administrator / Assistant

Victoria joined the team here at Clarity Wealth in October 2017. She has previous experience working for The Halifax, Lloyds Private Banking and HSBC Private Bank. While working at HSBC Private Bank Victoria specialised in investment support.

During her career in financial services Victoria has also gained her Level 3 Certificate in Financial Planning, IFS Level 3 Certificate in Mortgage Advice and Practice and CISI Unit 5 Investment Management.

In her spare time, Victoria enjoys playing music and spending time with her husband and two children.

Greg lodge

Greg Lodge
Trainee Paraplanner

Greg joined the Clarity Wealth team in March 2021. He has previously worked at a national stockbroking firm for just under 5 years, where he specialised in transfers and supporting clients. He holds the CISI Investment Advice Diploma and is currently working towards the CII Diploma.

In his spare time he enjoys travelling, hiking, and spending time with his friends.

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