Claritas believe that getting financially organised can change your life for the better.
Time passes quickly and we want you to have no regrets.
Our view is that money is an enabler, not the goal itself.
We will match the way your wealth is managed to the life you want to live, which means making sure you have the right amount of money available at the right time.
Together we will discuss and clarify what you want to do with the rest of your life and work with you to create a clear, elegantly simple financial plan to achieve these goals.
We will encourage you to dream a little. Your goals, hopes, worries and concerns will be completely personal to you but here are some examples of the kind of questions you could be asking yourself about where you are today and where you want to be tomorrow.
We can take away all of these worries and concerns. Why don’t you come in for a coffee and a chat?
Our job is to listen and find out as much about you as possible. We will take the time to get to know you and understand everything that is important to you in order to agree your overall financial planning and lifestyle goals.
We will obtain full details of all of your existing pensions, investments and other assets so that we can see how they may be used as part of your WealthPlan. You may already have everything that you need but didn’t realise.
Your Claritas WealthPlan will provide you with a clear picture of your current and potential future financial position.
Are you on track to meet your goals? If not, what has to happen to get you on track? We will communicate clearly and without jargon in order to make complex issues simple.
We will usually make a number of recommendations across various areas of your financial planning. Some will be urgent and some not so urgent and we will agree a timetable for their implementation.
Once our recommendations have been implemented, we will monitor your financial affairs on an ongoing basis. We will ensure that our recommendations remain appropriate and that we react to any changes in legislation that are relevant to you.
Managing your wealth is not a one off exercise. We will hold regular Forward Planning meetings with you in order to ensure that everything is still on track. We will handhold you through difficult times, providing reassurance and peace of mind that you have a trusted adviser for all financial matters.
The solutions we present may or may not involve a financial product. Where capital needs to be invested, we have the Claritas Investment Process, an impeccably researched, world-class investment solution. Our investment process is based on the latest evidence and a healthy dose of common sense.
We will make sure that you take no more risk with your money than you can tolerate. We will also show you how much (or how little) risk you need to take to achieve your goals. After all, why would you take more risk than is necessary?
That sounds like common sense to us.
If you are interested in finding out how Claritas can help you achieve your financial and lifestyle goals, please pick up the phone and give us a call on 0161 636 9200 or email
Wealth Planning Manager
182a Heaton Moor Road, Heaton Moor, Stockport, Cheshire, SK4 4DU