Claritas Wealth

Claritas Wealth Live today. Plan for tomorrow. Claritas believe that getting financially organised can change your life for the better.

Time passes quickly and we want you to have no regrets. Our view is that money is an enabler, not the goal itself. We will match the way your wealth is managed to the life you want to live, which means making sure you have the right amount of money available at the right time. Together we will discuss and clarify what you want to do with the rest of your life and work with you to create a clear, elegantly simple financial plan to achieve these goals.

"Despite the turbulence in the markets Tim has offered a steady and knowledgeable service. Both of us have always been n...
03/09/2026

"Despite the turbulence in the markets Tim has offered a steady and knowledgeable service. Both of us have always been nervous about the risk we undertake in our investments, with Tim and his Team we feel confident our investments are managed properly and they have earned our trust." - Reg & Linda

Claritas is 10!! 🎉🥳To mark this very special milestone, we closed the office for the day and took the whole team to Luck...
01/09/2026

Claritas is 10!! 🎉🥳

To mark this very special milestone, we closed the office for the day and took the whole team to Lucky Cat in Manchester to celebrate properly.

It was a brilliant afternoon and a chance to reflect on how far we have come over the past decade. Claritas wouldn’t be what it is today without our amazing team and the care, dedication and personality that every member brings to the business.

Most importantly, we would like to thank our wonderful clients. It is a real privilege to be trusted with your financial plans and to support you through so many important stages of your lives. Many of you have been with us for a significant part of our journey, and your continued trust and support mean a great deal to the whole team.

Thank you to everyone who has played a part in the Claritas story so far, including our clients, team and professional connections.

Here’s to the next 10 years! 🥂

17/08/2026

Struggling to decide how much to spend now and how much to spend later? You can explore these trade-offs as part of a financial plan. Comment the word 'plan' and we will send you our free guide, or get in touch by clicking the link in our bio!

"We were put at ease very quickly and have enjoyed the open dialogue with the Claritas team. They have been very helpful...
25/07/2026

"We were put at ease very quickly and have enjoyed the open dialogue with the Claritas team. They have been very helpful in navigating our employee benefits packages and providing advice how we can optimise our choices now to help with options over the next 20+ years." - Tom & Emma

22/07/2026

How should you feel as a Claritas client? Reassured. Secure. Free to get on with your life because you have the peace of mind of having a plan. Comment the word 'plan' and we will send you our free guide, or get in touch by clicking the link in our bio!

"Claritas have been a great help to us while we have been navigating our early retirement. We now have more organised fi...
18/07/2026

"Claritas have been a great help to us while we have been navigating our early retirement. We now have more organised finances and a clearer plan for our future." - Kevin & Lorraine

15/07/2026

Great financial planning advice isn’t just about the money. We’ll help you work out what the next of your life might look like and explore what’s possible. Comment the word 'plan' and we will send you our free guide, or get in touch by clicking the link in our bio!

"Everyone in the Claritas team treats us as individuals and we really do feel like valued clients and not ‘just another ...
11/07/2026

"Everyone in the Claritas team treats us as individuals and we really do feel like valued clients and not ‘just another customer’. Claritas takes care of our financial worries leaving us free to enjoy our retirement and we have no hesitation in recommending them." - Jack & Lindsey

08/07/2026

It’s not necessarily about retirement and stopping all work. It’s about getting to the stage where work is optional. Do you agree? Comment the word 'plan' and we will send you our free guide, or get in touch by clicking the link in our bio!

"Planning for the future plus the unexpected could be seen as daunting however, with Tim and the team at our side we alw...
27/06/2026

"Planning for the future plus the unexpected could be seen as daunting however, with Tim and the team at our side we always feel we are ready for whatever happens. I see Claritas as our safety net, not just from a wealth management perspective, but also for our future life milestones." - Peter & Susan

Address

10 Moorside Road
Stockport
SK44DT

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+441616369200

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