Leading Adviser 2019

166 Acquisition International - Leading Adviser 2019 40 Acquisition International - Issue 7 2019 May19431 “...Private and Corporate clients are all approached in exactly the same way and that always starts with us listening to them.” Clarity Wealth Management are a dedicated team of Independent Financial Advisers, who use their expert advice to help clients achieve their goals. Following their success in AI’s Leading Adviser 2019 where they were selected as the Leading Independent Wealth Management Firm of the Year, UK, we profile the firm and caught up with Jason Mountjoy who provided us with a glimpse into the innerworkings of the successful company. stablished in 2012, Clarity Wealth Management have a clear approach to financial planning, which is that it has been designed with clients in mind. Over the years, the firm have spoken with their clients in clear terms and have worked closely with them to implement strategies in order to achieve the financial planning, investment and ambition that’s required to help them achieve their personal goals. Clarity Wealth Management work closely with two very different types of clients: Private individuals and Corporate ones. Jason begins by going into further detail about the specific requirements for each group, as well as how the team approach new clients. “Here at Clarity Wealth Management, both Private and Corporate clients are all approached in exactly the same way and that always starts with us listening to them. As such, we can find out precisely what they want and only when we fully understand that, can we deliver on client plans and ambition. “For Private clients we look after all aspects of financial planning that they would ever face throughout their life journey. Whereas on the Corporate front, we handle Business Route Planning, Owners’ Retirement Planning, Tax Effective Benefit Solutions, Auto Enrolment and Charity and Not for Profit Planning.” Turning Clients’ Hopes and Dreams into Reality E Enabling the firm to deliver these award-winning services, are the hard-working, committed and specialist team which forms the backbone of Clarity Wealth Management. When discussing the internal culture, Jason is keen to highlight the significant role the team play in the overall success of the firm. “The success of Clarity is built on the team that we’ve put together. They may all be different, specializing in very distinct areas but they all share the same Clarity DNA which focuses entirely on the firms’ ethos of clear, straightforward thinking that delivers what clients want. “We deliberately don’t have a particularly huge team working for us at Clarity, instead, we have a bespoke, handpicked team that deliver for our clients.” Looking ahead to what the future holds for the firm, the team at Clarity Wealth Management will continue to deliver an impeccable service, ensuring that they not only meet the requirements which have been set by their clients, but also surpass their expectations. Bringing the interview to a close, Jason signs off by revealing the exciting plans which lie in the pipeline for the firm, which includes the benefits moving forward their latest office will provide. “At Clarity Wealth Management, we are delighted to have opened our new flagship office in Plymouth, Devon. Our office is situated in Sutton Harbour, adjacent to Plymouth’s historic Barbican. Additionally, we have created an environment that will provide a vital hub for our team as well as a warm, vibrant environment for clients and guests. “Moving forward, our flagship office will play a really important part in our recruitment strategy, we strongly feel that the environment that we have created here will help us to reach out to likeminded people who may wish to join our ambitious team.” Contact: Jason Mountjoy Company: Clarity Wealth Management Address: First Floor, Tin Quay House, Plymouth, Devon, United Kingdom, PL4 0RA Telephone: 0800 2335599 Web Address: www.claritywm.co.uk Lead Ind pendent Wealth Management Firm of the Year, UK

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