What are the opening hours?

Monday 8:30am - 4:15pm Tuesday 8:30am - 4:15pm Wednesday 8:30am - 4:15pm Thursday 8:30am - 4:15pm Friday 8:30am - 4:15pm

Clarity Wealth Management LLP

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Totnes
Clarity Wealth Management LLP

Financial Life Planners, based in Plymouth, Totnes, Birmingham and London. It all starts with the plan, based on what you want to achieve and why.

We then aim to give you the best life possible with the wealth you have available. We deal with all the things you'd expect - pensions, investments, life assurance, mortgages and so on - but our priority is to get to know you and what makes you tick. Then we can really make a difference to your life. We use the latest software, our professional acumen and our years of experience to help you, of co

urse, yet the most important tools we have at our disposal come as standard equipment, one each side of our face. In other words, our ears. Quite simply, we treat our clients the way we would like to be treated. Give us a chance to listen to you - thoroughly, in confidence, and at our own expense - and we'll be able to offer you first-class advice on every aspect of your finances from now to beyond the grave.

20/02/2024

We’re looking for someone to join our team! If you think you’d be interested, please get in contact📧

09/11/2023

This week, Clarity had the honour of hosting our very first Later Life Roadshow, at Plymouth Argyle Football Club and it was an incredible collaborative effort with the wonderful team at Portcullis Legals.

We had an excellent turn out and it was lovely to see familiar faces and to welcome new attendees. Thank you ever so much for taking the time out of your day to attend.

During this engaging event, our very own specialist advisers Sami and Gemma, spoke passionately on Later Life Lending, including educational content and myth busting on equity release and lifetime mortgages, and how this has involved into a flexible product and tool for your retirement – no longer a last resort option!

Portcullis Legals delved into the important pillars of later life, Including Wills, Trusts and Power of Attorney, emphasising the importance of not procrastinating when it comes to addressing these fundamental aspects of later life planning.

The feedback was fantastic from all attendees that this was a beneficial, educational, and useful event.

Our next event is tomorrow (Friday 10th November) at Dainton Park Golf Club. Places still available so if you would like to attend please contact Sami or Gemma on 07557988090 to book your free seat, or just turn up for 9.45am, you are more than welcome.

01/09/2023

We are thrilled to extend an invitation to our Later Life Roadshow in collaboration with Clarity Wealth Management LLP Join us for two exceptional events in Plymouth and the South Hams. We're eager to provide you with essential insights into estate and financial planning for later life.
During these events, we will delve into the vital aspects of the 6 pillars of later life:
Equity Release, Wills, Estate Planning, Inheritance Tax, Trust Planning and Care Fees
Don't miss out on this opportunity to learn and understand how these pillars can impact your future. This is a Free event that promises valuable knowledge and guidance. Secure your spot now by visiting our website. https://www.portcullislegals.co.uk/events/ We look forward to welcoming you there!

21/01/2022

We’re looking for someone to join our team! If you think you’d be interested, please get in contact 📧

21/12/2021

Wishing you all a Merry Christmas! Here are our opening hours for the festive period🎄🎅🏼

20/09/2021

This week we welcome Henry and Owen to team Clarity who are embarking on their journey within the Clarity Academy📚 Henry will be working towards his Level 4 Paraplanning and Owen his Financial Adviser Level 4 qualification. Welcome aboard and we look forward to working with you both!

19/05/2021

Today we had the pleasure of the Plymouth Lord Mayor visiting the office to present us with a cheque for our fundraising efforts in aid of the dementia charity Memory Matters. A great team Clarity effort involved raising a fantastic amount for a very worthy cause. Well done everyone!👏🏻

04/04/2021

Happy Easter from all of us at Clarity🐣

30/03/2021

What lovely weather has welcomed us back this week as we return to the office. Our friends ‘Dave and Jason’ think so too🌤

Address

Waterside House, The Plains
Totnes
TQ95DW

Opening Hours

Monday	8:30am - 4:15pm
Tuesday	8:30am - 4:15pm
Wednesday	8:30am - 4:15pm
Thursday	8:30am - 4:15pm
Friday	8:30am - 4:15pm

Website

http://www.claritywm.co.uk/

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