Patricia Lopes's Contact Details

Patricia Lopes's Company Details

clarity

Woking, England, United Kingdom • 36 Employees
Financial Services

clarity is an award-winning firm of chartered financial planners, with offices in London, Woking and Cambridge. We provide a range of services to help people and organisations manage their money, including:• strategic financial planning advice• investment advice and management • market-leading financial planning and benefits communication technology, including online tools and calculatorsWe know that everyone's circumstances are different, so our services are suitably flexible. The majority of our clients choose to work with us on a long-term basis, but we also provide one-off advice if you just need our help for a particular issue. Our highly qualified team has extensive experience advising individuals throughout the entire financial planning lifecycle, including:• investing for children• school fees planning• pensions and retirement (including pension sharing on divorce)• wealth preservation• tax and business planning• estate and inheritance tax planningIn addition to our private client services, we also specialise in advising trustees of not for profit (NFP) organisations, and provide bespoke benefits communication technology for large, multinational corporations with globally mobile employees.Find out more: clarityglobal.com