Richard Platt

Dip PFS AwPETR

Individual FCA number RLP01063

Independent Financial Adviser/Director/Principal/Founder

Book an Introductory Call with Richard

Richard Platt

Dip PFS AwPETR

Individual FCA number RLP01063

Independent Financial Adviser/Founder/Director/Principal

Book an Introductory Call with Richard

Professional:

Richard is the founder, director, principal and an independent financial adviser at Clarity Wealth Limited, a firm he established in 2016 after accumulating extensive experience in the financial services industry. His career began at Yorkshire Bank, followed by a role at AXA, and later as a self-employed partner at True Potential. Since becoming a fully qualified financial adviser in 2009, Richard has spent over 15 years advising clients. During this time he has developed a deep understanding of the industry that inspired him to create a firm that prioritises clients above all else.

Clarity Wealth Limited is built on a foundation of independent, metric-driven research, ensuring that clients are always at the forefront of every decision. Richard is committed to providing clear, tailored financial advice that empowers clients to make informed and confident decisions about their financial future.

My biggest priority is providing independent advice that is research driven and unbiased in plain English, to make sure my clients are fully informed. I’m adept at analysing clients’ circumstances before helping them plan achievable and realistic goals.

My usual client types are executives and business owners, as this is where my expertise is best put to use. If you’d like to discover how I can help you, please get in touch today.

Personal:

When not at work, I try to spend time with my wife and two children. I’m also a member and player at my local golf club in Horsforth.

Being active is important to me, I usually aim to go for a run or to the gym 5-6 times a week. Previously, I’ve taken part in marathons and even a few fell runs. When time allows, I love skiing (falling down a mountain, sometimes with control) and try to watch as many Liverpool games as I can.

Find out more about Richard

My weekends usually consist of golfing and taking the kids to swimming and football. Although I usually find the time for a beer and some good food too!

Thailand

“Dog Days Are Over”

Madonna’s Like a Prayer

Superman

Balancing a spoon on your nose

A good cheeseboard

Honesty, humour, intelligence

Moaning

My boys

Exercise, a good sleep and having breakfast with my boys

Bungee jumping, Ultramarathon & Grown a long beard