Claritas Wealth
34 Reviews
- Friday8:30 am–4:30 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–4:30 pm
- Tuesday8:30 am–4:30 pm
- Wednesday8:30 am–4:30 pm
- Thursday8:30 am–4:30 pm
About the Business
Claritas Wealth |
Contacts
Website
Call Us
+441616369200
10 Moorside Rd, Heaton Moor Rd, Heaton Moor, Stockport SK4 4DT
Hours
- Friday8:30 am–4:30 pm
- SaturdayClosed
- SundayClosed
- Monday8:30 am–4:30 pm
- Tuesday8:30 am–4:30 pm
- Wednesday8:30 am–4:30 pm
- Thursday8:30 am–4:30 pm
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
Dennis Major
15.03.2024
Claritas Wealth
Have met Tim at one of my previous companies and being impressed with his handling of the pension portfolio while there, I had no hesitation in continuing to use his services and also to join his client base at Claritas. Having both started up companies of our own around the same time, he was an invaluable sounding board and support during my early trading years and highlights the all round support and commitment to his clients even outside of managing their investment portfolios. He has built Claritas and it’s team to embody the same ethics of integrity and client focus and I highly recommend them.
David Gavins
12.02.2024
Claritas Wealth
Back in 2017 my wife and I were in the dark murky waters of financial planning which we didn't understand nor seemed to take us into account. We committed to Tim and Claritas and are now in the sunny uplands of knowledge, visibility and awareness with a plan for the future, OUR plan for the future. Tim, and the team's advice is clear, concise, jargon free and logical. They provide an education linked to future possibilities and peace of mind - invaluable!
Andrea Creedon
04.02.2024
Claritas Wealth
Tim has been my financial advisor for over 10 years and I have no hesitation in recommending him.What I particularly like is that Tim really puts the client at the centre of his approach. It’s not just about maximising returns but on understanding your life goals and managing your money to help you achieve them.Having said that, the Claritas investment approach and financial planning process are thorough, professional and always clearly explained.I really feel looked after by Tim and the team and it’s very reassuring to have them by my side.
mike stafford
04.02.2024
Claritas Wealth
Since my first discussions with Claritas, over three years ago, their advice has always been thorough, straightforward, competent and friendly. Based close to my home they provide financial reassurance in many ways, from the regular planning meetings to the valuable monthly newsletters. During uncertain times this support gives much comfort and stability.Many thanks to Tim, Krish and all of the Claritas team, 5*****
Linda Bradbury
28.01.2024
Claritas Wealth
We have been with Claritas from its inception. Since then we have found them to be exceptionally professional in every respect. They know how to manage our finances and are very good with communication. We highly recommend Claritas.
Gavin Astin
27.01.2024
Claritas Wealth
My wife and I moved to Claritas about 18 months ago and it’s been a great move! There is so much more emphasis on planning and management than our previous advisor offered, and we feel much more confident and reassured with where we are financially.Their client portal is great for maintaining all information in one place, and their regular financial reviews are welcome opportunities to talk and make sure everything is on track. Their video reviews explaining their investment advice is a great personal touch too.
Ann Worthington
05.01.2024
Claritas Wealth
This company absolutely deserve 5 stars for their fabulous service, knowledge, professionalism, attention to detail, concern and care. Nothing has been too much trouble and it is evident that this company thrives on having such a fabulous team of people.
Ged Forkin
26.12.2023
Claritas Wealth
I have found the service that Claritas provide very helpful. It prompted my wife and i to jointly sit down with the team and really think about what we wanted in our retirement, which we both found beneficial.We like the way Tim and the team focus on lifestyle and then look at the finances to decide if it is feasible.I can manage our spending on an annual basis, but long term Claritas provide me with the confidence i need to enjoy retirement.
Graham Hughes
21.12.2023
Claritas Wealth
Fantastically helpful, friendly, very quick to respond, and they really take away the confusion surrounding investments, pensions etc.We genuinely feel that we are in safe hands with Claritas, and that they have our best interests at heart. My only regret is we did not work with them sooner.We cannot recommend them highly enough. Thank you Tim, Krish and the rest of the team.
Mary Callaway
20.12.2023
Claritas Wealth
I came to Claritas as Tim had been recommended to me. I have appreciated the regular investment reviews when things are carefully and patiently explained. Also that I am treated as a whole person and not just a client! The company help me to stay calm in turbulent times.
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10 Moorside Rd, Heaton Moor Rd, Heaton Moor, Stockport SK4 4DT
Claritas Wealth