Clarity Wealth Limited - Leeds

Address: Beechwood House, Beechwood Estate, Elmete Ln, Roundhay, Leeds LS8 2LQ, United Kingdom.
Phone: 1132586000.
Website: claritywealth.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, Appointments recommended, On-site parking.
Opinions: This company has 63 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clarity Wealth Limited

☎️1132586000

⏰ Open Hours of Clarity Wealth Limited

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Clarity Wealth Limited

Clarity Wealth Limited, located at Beechwood House, Beechwood Estate, Elmete Ln, Roundhay, Leeds LS8 2LQ, United Kingdom, is a highly esteemed financial services firm. With a telephone number 1132586000 and an accessible online presence at claritywealth.co.uk, this company stands out in the realm of financial planning and consulting. The firm specializes in providing bespoke financial advice tailored to individual and family needs, making it a go-to choice for those seeking to secure their financial future.

Key Features and Accessibility

Specialties: Clarity Wealth excels in offering services as a Financial Planner and Financial Consultant.
Accessibility is a priority for Clarity Wealth Limited. Their office is equipped with features to ensure everyone can visit comfortably, including a wheelchair accessible entrance, parking lot, restroom, and seating areas.
They offer both online appointments and on-site services, providing flexibility to clients.
Appointments are recommended to ensure personalized attention and make the most of your time with the team.

Client Experience and Opinions

The company boasts an impressive 63 reviews on Google My Business, reflecting a high level of client satisfaction. The average opinion is a commendable 5/5. Clients like the duo who shared their experience, stating, "My wife and I have been clients of Clarity Wealth for the last eighteen months. Richard and his team have advised us on how to best invest our savings and pensions for our future. Richard listened to our needs and wishes for both ourselves and the children, minimizing tax and creating an income stream for now. We would highly recommend them to anyone coming up to retirement." This feedback underscores their commitment to understanding clients' unique circumstances and providing tailored solutions.

Important Information for Potential Clients

Contact Information: For inquiries, reach out to Clarity Wealth Limited at 1132586000.
Their office is conveniently located in Leeds, with facilities that cater to those with mobility needs.
Given their positive reviews, clients can expect a professional and personalized service.
For those unable to visit in person, the option for online appointments ensures that expert financial guidance is accessible from anywhere.

Final Recommendation

Considering the high rating and the positive experiences shared by clients, it's clear that Clarity Wealth Limited is a reputable and trustworthy financial advisory firm. If you're looking to plan your finances wisely, especially as you approach retirement, or need advice on managing your savings and pensions, reaching out to them could be a pivotal step towards securing your financial future. Visit their website at claritywealth.co.uk to schedule an appointment or learn more about their services. Don't miss this opportunity to benefit from their expertise and personalized approach.

👍 Reviews of Clarity Wealth Limited

Simon D.

5/5

My wife and I have been clients of Clarity Wealth for the last eighteen months. Richard and his team have advised us on how to best invest our savings and pensions for our future. Richard listened to our needs and wishes for both ourselves and the children, minimising tax and creating an income stream for now. Would recommend to anyone coming up to retirement.

Paul M.

5/5

I have just signed up with Clarity Wealth for my pension management. From the very start Jon Tate has been professional, friendly and dealt with my natural cynicism and concern well. I have several pensions and for a while considered combining them. I considered trying to manage this myself but with complications of some pensions being “crystallised “ and my lack of knowledge and confidence this was not going to happen. Clarity admit they are not the cheapest and in my research every other option was cheaper BUT I had an early gut feeling Clarity Wealth were correct for me and this persisted throughout the process of choosing a Financial Advisor. I will let you know in a year or twos time how my pension pot is going but I feel confident we will be fine.

Angela W.

5/5

I met with John Mount at the London office and immediately felt at ease with him. He patiently explained the maze of investment options and provided a comprehensive proposal to safeguard my financial security. Recommended.

David S.

5/5

I can 100% recommend Richard and his team at Clarity Wealth. I was unhappy with the excessive charges and constant waste of resources with St James Place . Richard gave me good clear advice and I'm very happy with the personal and caring service.

John M.

5/5

I really appreciated the way John Mount led me through the plan and explained it patiently. He’s very friendly and I’m very happy with clarity wealth and would recommend them.

Claire R.

5/5

Richard introduced me to Jon who conducted my annual review.
Jon was warm, friendly with excellent product knowledge which helped me to make informed decisions.
I’ve been a client of Clarity Wealth for a few years and find the service they offer excellent and commission charges are relatively low compared to other companies offering similar services. I highly recommend Richard and his team.

Bob B.

5/5

We signed on with Clarity last year, and have just had our first annual review. We've been impressed with the way Richard explains the way markets work, and how we can get the most from our investments. Although things went reasonably well over the past year, we are now moving to a slightly riskier mix of bonds and equities, something we'd never have ventured to do without his clear explanation of the pros and cons.

Both Richard and John are very approachable and easy to talk to, and we have every confidence in them.

MC

5/5

My wife and I have been associated with Clarity Wealth for many years and we have seen the business go from strength to strength under the influence of Richard and his team. Recent advice following our recent review at the office in Horsforth has resulted, so far, in an increase in growth in our portfolio. We have appreciated the advice given to us over the years and we would not have any reservations in recommending Clarity Wealth.