Clarity Wealth is a holistic financial planning practice that concentrates on people reaching their personal aims with effective financial management. We have areas of expertise in cash flow management, pre-retirement and post-retirement planning, wealth protection through personal insurances and SMSF assistance. We are a relationship business that wants to bring clients on and retain them over the long term as opposed to piecemeal/ad hoc advice. Clarity Wealth is a fixed fee business that is transparent and ethical in the way that it charges clients both upfront and on an ongoing basis.
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We offer a free online planning to help analyze your current cash flow and budget, identify the right amount of liquidity, implement different investment strategies, project your future cash flows and the likelihood of a successful retirement. Our online tools will help you learn more about the investments you already have, help identify your risk number and understand how much risk is in your current investments. We can compare it with other possibilities and strategies. Be prepared for the unexpected with insurance. We’ll present different strategies and tools to help achieve your goals. We offer a variety of products and services and are not bound to any particular insurance company. We provide fiduciary standard asset management. Our client’s benefit from world class platforms such as Fidelity, Charles Schwab & TD Ameritrade. We’ll build, maintain & re-balance your portfolio for one low fee.
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I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.. To know more, visit our website today.
75254-7091
We work with you, taking time to examine your existing plans and uncover your desired outcomes, before advising you on what actions to take to improve your position. You can action this yourself, but many ask us to make any agreed changes for them. You do not have to pay ongoing fees as our paid review service is optional.
Financial planning is really quite simple – “spend less than you earn”. However, life is complicated as we like to change jobs, homes, start a family, care for the young and the old. This is where savings (in the form of cash, investments and pensions), mortgages and protection plans become useful. Retirement Planning forms a part of Financial Planning, with a specific focus on retirement and pensions, but also any other resources you may have. This can include savings, ISAs, investments, shares, other property, state pensions, inheritances.
The key to estate planning is to understand the full value of your estate, the nature of those assets on death and how you would like the proceeds divided between your loved ones, wider family, friends and charity. Certain assets such as commercial property, farmland, private company and some AIM listed shares attract valuable tax reliefs. You need to think carefully about whom you leave these assets to on your death, if you wish to minimise any future inheritance tax that may become payable.
BS36 2NX