We are a team of dedicated, experienced
Independent Financial Advisers.
It is our independence that sets us
apart from crowd.
0800 2335599
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Jason Mountjoy

Founding Partner, Independent Financial Adviser and Life Planner

The stuff you need to know:

  • Jason is Clarity’s founding Partner
  • He has more than 20 years’ experience as an adviser in the corporate-commercial, financial and banking sector
  • Jason spends a lot of his time assisting high net worth individuals and, as an associate of the Kinder Institute (www.kinderinstitute.com), has a holistic approach to Financial Life Planning
  • Jason’s strength lies in is his ability to see the ‘end result’; he takes time to get to know each and every one of his clients on an individual level so that the advice he gives is both personalised and structured towards helping his clients realize their dreams.

The stuff you want to know:

  • Jason is married to Gemma
  • When he is not at work, Jason is kept on his toes by his young twin children
  • He can also, from time to time, be found helping out at his wife’s beauty salon, either cleaning or manning the phones!
  • Jason is a keen Tottenham fan and is ever hopeful of Premier League success
  • He admits to enjoying a glass or 2 of wine, preferably of the pink variety, and ideally sat somewhere by the sea
  • And when asked what he would do if he was down to his last £10, Jason’s reply was that “he couldn’t have been doing his job very well!”
0800 2335599
LinkedIn

David Tout

Partner, Independent Financial Adviser and Life Planner

The stuff you need to know:

  • David has 15+ years industry experience, having worked for 2 high street banks before becoming an IFA
  • He joined Clarity in January 2014 and has quickly made a name for himself as a knowledgeable and very personable financial adviser
  • David has a particular flair for Financial Life Planning and is an associate of the Kinder Institute (https://www.kinderinstitute.com)
  • He really takes pride in his work and is passionate about looking after his clients and helping them to achieve not just their financial potential but also their personal ambitions

The stuff you want to know:

  • David is a family man and a really sociable chap
  • He plays a lot of golf and says that if he wasn’t an IFA he could see himself running his own golf club or, better still, as a professional golfer!
  • He is always trying to get fit but never quite succeeds
  • David’s wife says that the reason he probably never quite succeeds at the getting fit bit is because he has a bit of a penchant for chips, Twix, Diet Coke and likes a beer or 2 (but don’t we all?)!
0800 2335599
LinkedIn

Gavin Jones

Head of Strategy and Business Development

The stuff you need to know:

  • Gavin started working with Clarity in August 2015.
  • He oversees the direction of the practice’s customer focused strategy.
  • He has more than 20 years of business experience.
  • Gavin has an ability to see “outside the box”.

The stuff you want to know:

  • When he is not at work, Gavin will be found on a cricket pitch!
  • Gavin is on the Board of Governors for two local Academy Trusts.
  • He enjoys cooking, and has great skills when it comes to the kitchen! Gavin loves to dine with friends and entertain.
0800 246 5836
LinkedIn

Mike Harper

Consultant in Mortgage and Specialist Finance

The stuff you need to know:

  • Mike has a Degree in Business and Law and was going to be a Barrister
  • Mike is in his 21st year as an adviser for Personal, Business and Corporate Clients
  • He is a specialist in Buy to Let and Specialist (or as he calls it ‘Exotic’) Finance
  • Mike’s clients describe him as “knowledgeable, professional, tenacious
    and friendly.” They would “highly recommend Mike to anyone, whether for a small mortgage, personal and business insurances or for larger scale property portfolios, pensions, investments… in fact, anything financial!”

The stuff you want to know:

  • Mike is divorced with 2 children and lives with his new partner, Katherine, her daughters and foster children.
  • When he is not at work, Mike, as you can imagine, is a very busy person.
  • Mike has also been a Town and Borough Councillor and was Chairman of the Tavistock and District Chamber of Commerce last year
  • Mike is an ever hopeful Tottenham fan but has lately been enticed by the oval ball and Exeter Chiefs
  • Mike loves a G&T whilst sitting outside a pub by the beach in Salcombe….
  • Mike has just joined a Gym and is reminding himself of why exercise is bad for you!
0800 2335599
LinkedIn

Jason Harris

Mortgage and Protection Consultant

The stuff you need to know:

  • With more than 13 years experience as a Financial Consultant, Jason has a wealth of knowledge and experience.
  • He has access to every mortgage product currently available in market place and so is perfectly placed to help you find the absolute best solution whatever your personal circumstances
  • Forming long-term relationships with his clients is something that Jason feels very strongly about; he will always make time to visit you at home or at your work place so that you can discuss matters face to face.
  • Jason is proud to have a loyal client following and in fact is still doing business with the first ever client he helped when he became an IFA all those years ago!

The stuff you want to know:

  • Family life keeps Jason busy outside of work. He has a wife, 2 children and a dog.
  • He is a bit of a footy fanatic; not only is he a Wolves supporter but Jason also runs an under 9s local football team.
  • Jason likes to head to the gym or play a round of golf when he has the time but in the spirit of living a balanced life he also enjoys a pint or 2 with his mates every now and then!
  • Not many people know this but Jason hasn’t always been a Financial Adviser – he was actually an Electrician when first left school! He followed in his wife’s footsteps when he entered the world of finance.
0800 2335599
LinkedIn

Nick Morris

Independent Financial Adviser

The stuff you need to know:

  • Nick has a strong commercial background; he studied Business at University and worked competently in sales before making the transition into the financial planning industry several years ago.
  • Although he can proficiently advise on a broad spectrum of financial products and arrangements, Nick’s real talent lies in helping his clients plan for the future. Nick’s focus as an IFA now is on delivering recommendations regarding pensions and investments.
  • Nick is a people person; he likes to meet with his clients in person and build real, long-term relationships so that his advice always comes with a personal touch.

The stuff you want to know:

  • Nick considers himself to be a bit of a young Michael Portillo – he travels a lot, mainly in Europe and often to Slovakia to visit his girlfriend.
  • He is a gym fanatic, currently into body-building and so he watches what he eats and is interested in nutrition.
  • When he can be persuaded not to count the calories, however, Nick will whip you up a mean spinach and ricotta cannelloni
  • And when he is not at the gym, or travelling around Europe, Nick likes to indulge in a round of golf, a spot of fishing, and – if you twist his arm – a few beers!
0800 2335599
LinkedIn

Claire Chown

Independent Financial Adviser

The stuff you need to know:

  • Claire has 20+ years industry experience, firstly working for a high street bank and another wealth management company before joining Clarity.
  • She joined Clarity in May 2017
  • She has just started studying towards Chartered.
  • She believes in building good relationships with her clients so that she can always understand their needs and help them to put bespoke financial plans in place for now and the future.

The stuff you want to know:

  • Claire is married to Steve and they have 2 young children.
  • She spends most of her spare time with her family, taking the children to various activities, including dancing, swimming, gymnastics and rugby.
  • Claire does take time out for herself as she enjoys playing Netball for a local team, competing in the plymouth Netball league.
  • She also enjoys socialising with friends, occasional weekends away and her family holidays are very important to her.
0800 2335599
LinkedIn

Wendy Tout

Office Manager

The stuff you need to know:

  • Wendy manages the day to day running of the Clarity engine room
  • She is responsible for collating client related information, distrbuting workloads and is the first port of call for client and provider enquiries
  • Wendy has over 24 years experience as a financial adviser.
  • Wendy believes that building and maintaining client relationships is paramount and she prides herself on providing a customer service that is second to none

The stuff you want to know:

  • Wendy is a bit of a fitness fanatic; she loves the gym and works out 5 or 6 times a week
  • Her 3 children keep her busy, particularly on the weekends when she takes on the role of “football and rugby mum”
  • She is the Chair of Governors at a local primary school and a Trustee of the Multi-Academy Trust
  • And if all that wasn’t enough, Wendy also somehow finds time to walk her lovely chocolate Labrador twice a day!
0800 2335599

Kim Conn

Compliance and Wealth Management Coodinator

The stuff you need to know:

  • Kim is Clarity’s Compliance Coordinator which in ‘everyday-speak’ means she ensures that the firm does what it needs to do to satisfy regulatory obligations and industry standards
  • Kim also looks after ongoing client matters, carries out portfolio reviews and arranges all client appointments
  • She is responsible for putting together the Clarity Client Newsletter and keeping clients informed about matters of interest.

The stuff you want to know:

  • With 2 sons, 4 grandchildren, Kim is incredibly family orientated.
  • She is a music fan, often supports local bands, and likes to let her hair down on the dance-floor
  • Kim openly admits she “can’t cook, won’t cook” and prefers to leave the housework to the man of the house!
0800 2335599
LinkedIn

Megan Sutton

Administration Assistant

The stuff you need to know:

  • Megan is currently our youngest member of staff, who is completing an NVQ in Business Admin.
  • She attended Devonport High School for Girls and Plymstock School.
  • Megan helps out with every day jobs in new and existing business. Ensuring clients are happy and provides support to the IFA’s, along with the rest of the admin team in Totnes.
  • More recently she has started taking control of the company’s Social Media and Marketing, creating adverts for local magazines and gyms.
  • Megan says she still has a lot to learn but dreams of being a financial adviser herself one day!

The stuff you want to know:

  • Being a child of 10, Megan spends the majority of her time with her family, particularly her three little sisters who never leave her side.
  • Megan has a strong love for Ballet, Contemporary and Tap. She’s been attending dance classes since the young age of 2.
  • In her spare time, she likes to go for a few drinks with her friends and boogie the night away!

 

 

0800 2335599
LinkedIn

Gemma Stevens

IFA Administrator

The stuff you need to know:

Gemma is Clarity’s newest team member. She joined us at the beginning of October 2017.

  • Gemma has a wealth of experience in the financial services industry. She began her career almost 20 years ago, working in insurance for Royal Sun Alliance and later joined Birmingham Midshires where she trained as a Mortgage Adviser.
  • In more recent years, Gemma gained her financial diploma and worked for a Plymouth based group of Independent Financial Advisers before joining Clarity.
  • Gemma’s role in Clarity is to support the Financial Advisers as part of the admin team.

The stuff you want to know;

  • Gemma likes to keep fit and tried to eat healthy with the exception of bacon sandwiches on a Friday morning!
  • Outside of work, Gemma likes to socialise with friends and family. She also enjoys Salsa dancing, holidays, city breaks and skiing.
  • Gemma also has a keen interest in upcycling furniture and is also studying part time for a course in Upholstery and Soft Furnishings.
0800 2335599
LinkedIn

Chris George

Paraplanner
0800 2335599

Louise Crosby

Head of Administration

The stuff you need to know:

  • Louise started her financial career in 1989, at the age of just 16, with Britannic Insurance and her exceptional customer service skills coupled with her managerial experience make her the ideal person to ensure the smooth running of the Cannock office.
  • Louise lists the following things amongst her daily duties:
  • Undertaking essential product research,
  • Arranging client appointments,
  • Answering the phones, and
  • Helping with submissions.
  • If the truth be told, Louise is the lady in the know and the first point of contact for clients in the Midlands.

The stuff you want to know:

  • Louise is a mum to football mad twin daughters and she (like many of her colleagues) will usually be found on a football field at the weekend!
  • When she isn’t watching football she is fundraising for her daughters’ football teams or taking her daughters to football training.
  • When the hectic football calendar allows her some time off Louise enjoys socializing and eating out.
  • And holidays are high on the Crosby family’s list of priorities – preferably somewhere hot, but they have also got a bit of a soft spot for caravanning in this country…
0800 2335599

Lisa Ball

General Insurance Consultant and Property Specialist

The stuff you need to know:

  • Lisa has being working as an Insurance Consultant for more than 20 years and consequently has a wealth of experience in the industry.
  • Before joining Jason Mountjoy and his team in 2011, Lisa spent 17 years working for Peter Goord Insurance – a family run insurance broker business in Plymouth; she has a loyal client following as a result.
  • Although Lisa can and will assist her clients with all of their general insurance requirements, her main area of expertise is in the property insurance sector, and she can find the right insurance product for all home owners whatever the size and value of the property in question.
  • Lisa believes wholeheartedly in offering her clients a personalised service; she likes to keep things as simple as possible and promises that there will be no ‘hard sell’ involved.
  • She is committed to building long term relationships, she will work flexibly to fit in with her clients’ busy schedules and, importantly, Lisa will always be on hand to deal with policy related queries and changes – her role doesn’t stop simply because a policy has been paid for.

The stuff you want to know:

  • Lisa lives in Plymouth and is married to Jon; together they like to cook, mainly with chillies – the hotter the better!
  • She and Jon also love live music and they like to support local bands
  • Lisa has a 9-year-old Spaniel called Jet; he is her pride and joy and apparently they are so close that they even share the same hairstyle!
  • Lisa’s favourite way to unwind is to go trail running with Jet in the woods; they do this whatever the weather and, as far as Lisa is concerned, the muddier they get, the more fun they have.
  • And when she is not out running with Jet, Lisa likes to chill out with a large G&T!