CLARITY FINANCIAL PLANNING LIMITED

Independent Financial Advisers (IFAs)
Individual personalised advice to assist you in meeting your financial goals.

ABOUT US

We are members of a network of advisers, called In Partnership, which is authorised and regulated by the Financial Conduct Authority (FCA). We act as Independent Financial Advisers and this status brings with it a duty of care to act in the best interests of our clients. We are not agents for selling insurance company or bank products, nor are we tied to any particular company. Our first goal is to understand your needs, we then consider your existing provisions and if appropriate, we then seek to recommend retail investment products from the whole of market.

Decisions about your financial future are amongst the most important you will ever make and you want to know they are in safe hands. We aim to provide you with the reassurance your finances are under control and take the stress away with our clear non jargon advice.

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OUR SERVICES

All our recommendations are based on an individual personal basis. Below are some services we may recommend to help you achieve your objectives.

PENSIONS

Jenny Meggs is a Pension Transfer Specialist. We can advise on new and existing pensions.

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

INVESTMENTS

Wealth management advice on ISAs, Bonds, General Accounts, VCTs, EIS and Business Property Relief.

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

PROTECTION

Ensure you, your family and your business are all protected in the event of any scenario.

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

TAX PLANNING*

Income Tax, Capital Gains Tax and Inheritance Tax can all be controlled or reduced with careful planning.

*Tax planning and inheritance tax planning are not regulated by the Financial Conduct Authority

CASHFLOW PLANNING*

Illustrating your future assets and projecting the future sustainability of your assets. This is one of our key tools in retirement planning.

My clients are my number one priority, and my services prove just how committed I am to their success. Book an introductory meeting today to learn more about how I can make your business thrive.

*Cashflow planning is not regulated by the Financial Conduct Authority

ONGOING MANAGEMENT & REVIEW SERVICE

Once you have established your goals it is vital to ensure these remain on track while benefiting from ongoing financial advice.

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

TRUST & ESTATE PLANNING*

Ensuring your wishes are expressed and your family and assets are protected.

*Trusts are not regulated by the Financial Conduct Authority

WILLS & LASTING POWER OF ATTORNEY*

We recommend creating a new Will or review an existing Will to ensure your estate passes to your chosen beneficiaries. We can also assist in setting up Lasting Power of Attorneys (LPA). A LPA is a legal document that lets you appoint attorneys to help you make decisions or to make decisions on your behalf.

Do you have a project or idea that you’d love to bring to life? Since founding my business, I’ve provided my clients with a wide range of consulting services such as this one. To find out more, get in touch.

*Will writing is not regulated by the Financial Conduct Authority

TESTIMONIALS

I was looking to retire early with a very small pension pot and desperately needed help and good advice.

After the first meeting with Jenny, my mind was put at rest due to her welcoming, friendly, knowledgeable and professional nature.

In a short time I was sent a comprehensive package with various detailed options to look at before meeting up again and discussing them.

With Jenny’s help, I have now retired. I can’t thank her enough for the work she did for me and was always there to answer any questions.

I would have no hesitation in recommending Jenny to any of my friends and family and know they will be well looked after.

P Duffy, Essex

CONTACT US

info@clarity-ifa.co.uk

01206 700959

DATA PROTECTION AND PRIVACY POLICY

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