With offices in Dartmouth, Totnes and Cannock. 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 course, 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.
Some would call our approach holistic. We just think of it as doing our professional utmost to give you the standard of service you have the right to expect, backed by the integrity, transparency and insight for which we’re renowned… or treating you in the way we’d like to be treated ourselves.
And we don’t believe in keeping you waiting all year to find out how your portfolio is doing, either. Instead, we give you free access to our Financial Concierge service, which lets you see an instant snapshot of your financial position on your phone, computer or smart TV, wherever you are and whenever you like.
We’ve been with this financial adviser for nearly twenty years. Together we have navigated both calm and turbulent waters. It is comforting to know that our IFA is up-to-date with all the issues and is looking ahead on our behalf. We’re not looking to change.
Life financial planning. Understands your needs, full explanation of risk and benefits. Highly personable. Exceptional knowledge. simple explanation and regular reviews. Ongoing positive outcome. Nothing. Reports are great. He is fully proactive. Would highly recommend.
I have known Karen for several years and have always taken her advice regarding my investments. Karen does not attempt to confuse investors with jargon I do not understand, she is straight talking, to the point and provides an excellent service.
Business requirement. Jason immediately impresses with his broad business appreciation and practical application of complex issues. Helping in a balanced and proactive manner he is highly recommended by our company as an honest and hard working advisor. Jason provides updates on our company on a regular basis.
Clarity listen to your requirements and then offers a selection of options instead of pushing just one.
Money to invest. I find Jason readily available to answer any questions I have. He is very knowledgable on all aspects of finance and I have complete confidence that my money is well looked after by him. I have and I continue on the same path as advised by Jason this year. I seriously don’t think there is anything I could ask that he do better. I am extremely pleased with all aspects of my financial relationship with him.
My wife and I have been Investors with Karen’s Company for more than 10 years that speaks for itself and have complete confidence in her prudent ability.
We approached Jason when our finances had run into problems. He immediately grasped where we were, what the problems were and pointed us to an easily implemented solution. He then went on to review all of our pension provisions, and made recommendations that have significantly improved our position. The advice and service we have received is hard to fault.
We have known Karen Cooper for over two years, we have find her and her company very helpful in all matters in relation to investments and savings. We are very pleased with Clarity Wealth.
Jane, Devon, Hotel Housekeeper
Jason’s communication skills and extensive knowledge of financial services are outstanding. Coupled with his honesty and integrity the client knows they are in receipt of “best advice”.
Martyn Canevali, Devon
I have been a client of Clarity Wealth Management for seven years. Karen Cooper is an excellent advisor and looked after my portfolio, advising when and where my money should go to get the best results. I had regular meetings and updates regarding my Bonds, and Karen always kept in touch – I am a widow and I always felt in safe hands with Karen.