Principal and Managing Director
Welcome to Clarity IFA
Established in 2005, we are a team of independent financial advisers, based in East Edinburgh.
Our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
We are enthusiastic about what we do, and aim to form life-long relationships with our clients. We believe that trust and mutual respect are the keys to a successful client-adviser relationship.
Our team members have many years of combined experience in the financial services industry, and are committed to providing the highest quality, bespoke wealth management and financial planning solutions to our clients. Our advisory services include:
- Wealth management
- Financial planning
- Inheritance Tax
Our independent status means that we are free to select products and services from the entire financial services marketplace. This means that we can deliver impartial, innovative solutions to individuals, families and businesses alike.
At Clarity IFA, we offer a bespoke, holistic approach to wealth management and financial planning. We can provide tailored solutions to your specific requirements and financial aspirations.
Our consultation process is designed to gain a comprehensive understanding of your current situation and objectives for the future, before we provide any advice.
We strive to present unrivalled solutions that provide peace of mind, security and a sense of financial organisation.
We understand that wealth management is an ongoing process, and therefore review our clients’ circumstances on a regular basis, mantaining regular communication throughout the relationship.
Our team of knowledgeable experts is well-placed to assist you with customised, easy-to-understand wealth management and financial planning solutions.
As independent financial advisers, we have access to the entire financial services marketplace. We deliver impartial solutions at all times.
We strive to build strong long-lasting relationships with all of our clients. We always ensure that your best interests are our top priority.
Our consultation process is designed to gain a comprehensive understanding of your situation and objectives, before we provide any advice.
- October 19, 2017
- Final Salary Pension Transfer Service