Richard Platt

Richard Platt

Clarity Wealth Limited

Minimum savings/pensions: Over £500,000

0330 038 8939
Based in Bramhope
View location

Verified since: November, 2016

4.9 out of 5

158 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 March 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Richard has not yet added their fees to their profile

  • 8

    Positive First Impressions

    75% of users who are not yet clients had a positive first experience with Richard

    75% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 8 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 March 2025

    Richard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Richard has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Richard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Richard has not yet added their fees to their profile

  • 8

    Positive First Impressions

    75% of users who are not yet clients had a positive first experience with Richard

    75% of VouchedFor users have had a positive (4 or 5 star) first experience with Richard (based on 8 first impressions)

I am the founder, Director and Principal at Clarity Wealth Limited. I have been a fully qualified independent financial adviser providing advice since 2009. When I established CWL it was with a clear ethos of how we service clients. We are truly independent and we are a passionate team that have our clients best interests at the forefront of everything we do. We will take time to listen to you and understand your main goals, objectives and wishes. Using this information, we will provide a clear visual path for your financial future and or retirement. We will utilise risk analysis, and cash flow modelling to help engage you with your goals and provide an illustrated picture of what this looks like for you and your family. We take great pride in offering proactive, responsive, helpful and efficient services for clients and we appreciate and understand how important their financial future is to them and their family. Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.

Offers available through VouchedFor

Contact Richard through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Richard's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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Adviser Disclaimer

Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.