Claritas Wealth - Stockport

Jennifer R.

We have been Claritas clients for over ten successful and happy years. Tim and the team are highly motivated, empathetic people with the skills, knowledge and ability to make our money work for us in the most effective way. They are interested in our day-to-day lives and experiences and have created a safe and welcoming environment where we are listened to. Our hopes and dreams are taken into account. We are able to talk with confidence about emotional issues and are grateful to have had Claritas recommended to us.

Jack H.

We have been clients of Tim for over 10 years now, and Claritas since it's inception. We feel totally secure in our retirement, trusting that Tim and his team always have our interests front and centre. We particularly like the fee structure, and know that their motivation is delivering what we need when we need it and that their advice is not coloured by any commissions that they might earn, unlike several other firms we considered engaging. All Financial Advisers are not the same, and it's a big decision committing your future financial health to someone you don't know. We were recommended to Tim by a trusted colleague, and we have no hesitation recommending Claritas to our own friends and family.

John B.

Tim Walsham, Director of Claritas has been our IFA for a decade. His advice and support with our wealth management has been second to none. We have prospered under his guidance, and his attention to detail is first rate. Reassurance and always at the end of the telephone or a text and he has made our transition from self employment to retirement a dream. I feel relaxed in the knowledge that our affairs are being managed by Tim and his team of consummate professionals. I would highly recommend Claritas Wealth to any one who needs guidance through the quagmire of looking after your money and investments.

Susan D.

Claritas was recommended to us by an existing customer 4 years ago. We have not been disappointed. Claritas takes the approach of understanding our life goals and then helping build a viable financial plan to help achieve those goals. The plan is regularly monitored and stress-tested. They are a small, capable team so we know who we are interacting with. This makes the process more personal and we feel supported.

Louise C.

We have been using Claritas for the last couple of years and can't recommend them highly enough. Tim and the team have made what could have been an overwhelming and stressful task manageable and understandable.
They are extremely knowledgeable, warm, open and trustworthy.
We felt like they really listened to what we wanted and then guided us accordingly.

We have real peace of mind knowing that the Claritas team are managing our finances, I'd recommend them to anyone looking for personable, informed and trustworthy financial guidance.

John F.

I have been with Claritas for over four years and love the service that Tim and the team provide. I have gone from hoping I am financially healthy to knowing I am doing the right things around pension, tax, estate and retirement planning and annual budgeting. Tim always explains concepts clearly and simply, and Claritas have been able to give me a great peace of mind of all my money matters. I would highly recommend using Claritas – they provide exemplary support and expertise.

Steve H.

Tim and his excellent team at Claritas have been helping my wife and I manage our personal finances for several years now. As we approach retirement, they have helped us chart a clear financial and lifestyle pathway for our future, which has been both beneficial and highly reassuring.

Gavin A.

My wife and I moved to Claritas about 18 months ago and it’s been a great move! There is so much more emphasis on planning and management than our previous advisor offered, and we feel much more confident and reassured with where we are financially.

Their client portal is great for maintaining all information in one place, and their regular financial reviews are welcome opportunities to talk and make sure everything is on track. Their video reviews explaining their investment advice is a great personal touch too.