Very Important Personnel are proud to announce our partnership with Clarity Wealth Management.
At the beginning of 2018, Very Important personnel started networking extensively within the West Midlands area with likeminded individuals from a variety of industries and businesses. We did this for a number of reasons: To Drive Word-Of-Mouth Recommendations, this being the essential reason for networking; to gain a broader understanding of Market Opportunities; to get new ideas and innovations; find inspiration both within and outside of our own organisation; improve our communication techniques; assist where we can with other businesses in our network, the list goes on. Not to mention we’ve made some great new friends along the way.
In one particular and very exclusive networking group that we attend, symmetry between Clarity Wealth Management and Very Important Personnel was quickly formed. Clarity offer services that are undoubtedly beneficial and if we can offer their services to people that will benefit from them, then we will – It’s as simple as that.
Our Aim is to spread an awareness of such services to clients and candidates in our network, after all, helping people progress in life in what we do, why should we stop at providing job opportunities if we can help them financially too?
“Planning your finances is an investment in your life, it’s not just about money”
A philosophy that Clarity Wealth management have adopted and one that we here at VIPersonnel can relate to. You see, it’s a bit like recruitment, in that, planning your next career move is an investment in your life, it’s just about the package that you are offered.
About Clarity Wealth Management.
Clarity have offices in Totnes, Birmingham, Plymouth and London, offering services such as Pensions, Investments, Life assurance and Mortgages.
Their aim is to help you plan for today, tomorrow, your retirement and beyond. Bringing you financial clarity whatever your background, whatever your business, whatever your outlook.
With a passion for simplifying the complex, they love nothing more than being able to help individuals, families, and businesses make the right financial and life decisions.
What to expect when you are with Clarity:
o Financial planning that is lifestyle based
o Clear concise advice (no jargon)
o Life planning as well as estate planning
o Behavioral coaching that enables financial success
o Cash flow modelling
o Investment management that is goal based always personal to you
o Always on hand to help you realise your financial goals.
What they won’t do:
o Make predictions
o Time the market
o Provide high returns with low volatility
o Manage your money without understanding and having a clear financial plan
o Allow you to do anything they wouldn’t do themselves.
The services that Clarity offer:
Are you getting a good return on your money? Unit Trusts/NISAs or Investment Bonds can provide a flexible, tax efficient means of saving lump sums or regular monthly amounts.
Critical Illness and Income Replacement Insurance
You are much more likely to suffer a serious illness than die before retirement and at this very worrying time, you and your family should not be worrying about a loss of income or money problems.
The need for protection through Life assurance can be of paramount importance. As Independent
Financial Advisers, Clarity Wealth Management can search the market for the most competitive terms.
The state will provide but only in a limited way. Your employer has a responsibility now to provide a company or workplace scheme. However even if you have existing pensions in place with your employer or privately, will they provide you with enough to live on when you retire?
Inheritance Tax Planning
Inheritance tax is a tax on your estate when you die and is also sometimes payable on Trusts or
Gifts made in your lifetime. With focussed planning you may be able to reduce the bill or avoid
Inheritance Tax altogether.
Are you looking to set up a pension scheme for you and your employees? Clarity can advise you on the most efficient way and the best providers to suit your needs.
Whether you are stepping up the property ladder, buying a property as an investment, downsizing to fund your retirement, or re-mortgaging your existing home, Clarity have the depth of knowledge and understanding of the mortgage market required to genuinely recommend the most suitable mortgage for you.