CLARITAS: PROVIDING CLEAR THINKING FOR YOUR FINANCIAL FUTURE


It is often said that no one ever leaves The Heatons, and husband and
wife team Tim and Anna of local financial planning advice firm
Claritas Wealth Management, are no exception


Tim and Anna Walsham along with their administrator Alison Brimage, are all born and bred in The Heatons and are thoroughly enjoying working so close to home. They have settled happily into their new office above John Mellor Estate Agents on Heaton Moor Rd, and are enjoying being part of the vibrant Heatons community and all that it has to offer. After working in Stoke-on-Trent for 19 years, Tim decided that he had seen enough of the M6 and so set up Claritas Wealth Management – just a 10-minute walk from home! One of the main issues was that their children, Owen and Evie, are growing up fast. Tim is conscious that he and Anna won’t get that time again. “We spend a lot of time advising our clients to think about what is really important to them and we felt we should heed our own advice. Setting up the business and working locally has been a revelation – I certainly don’t miss the commute and am making the best of the extra hours I’ve now discovered.” Tim is looking forward to working with some local families. “The Heatons is a great place to live and work, and we are hoping to do our bit for the local community by providing access to high-quality

“When we started the business our primary goal was to ensure that none of our clients had any financial regrets later in life”

quality financial planning advice”. Tim says that his new clients often arrive with arms full of documents – a collection of pensions, investments and policies – but no clear plan as to how they can be used to help them live the life they want. “When we started the business our primary goal

was to ensure that none of our clients had any financial regrets later in life. Many people work far longer than they need to because they don’t know whether they have enough money to retire with, or are overly cautious with their spending in the early (healthy) years of retirement, for fear of running out of money.” These are potentially life-changing decisions where the right advice can be invaluable. “Tim will be writing a regular column for ‘Moor’, covering various financial planning related issues and we are delighted to welcome Claritas to The Heatons

“Tim will be writing a regular column for ‘Moor’, covering various financial planning related issues and we are delighted to welcome Claritas to The Heatons.”

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Say hello

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

Tim Walsham

Tim Walsham
Director


tim@claritaswm.co.uk

Krish Rathod

Krish Rathod
Wealth Planner


krishnan@claritaswm.co.uk

Alison Brimage

Alison Brimage
Wealth Planning Manager


alison@claritaswm.co.uk

Anna Walsham

Anna Walsham
Director


anna@claritaswm.co.uk

Adam Wilson

Adam Wilson
Wealth Planning Assistant


adam@claritaswm.co.uk

Alex Dickinson

Alex Dickinson
Wealth Planning Assistant


alex@claritaswm.co.uk

Visit us

182a Heaton Moor Road, Heaton Moor, Stockport, Cheshire, SK4 4DU

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