ClarityAM Reviews 

I switched my children’s JISA and it was very easy. Gaz took care of everything and kept you I formed all the way. Highly recommend.

Clear, structured explanations of complex financial issues.

Practical and useful information. Plenty of time given to absorb information and reach decisions.

Timely and clear response to queries.

great experience!

We've had a great experience with ClarityAM. It was so easy to move a Junior ISA over despite my concerns it would not be as simple and easy. Gariesh was excellent in taking us through investment returns, the client agreement, investment objectives and risk profile and also the types of funds and how we would be invested. It's a great service! I recommend you book some time to make it happen.

Clarity offer a great service. Gariesh kept me informed through every step and spent a great deal of time explaining the various options. Pensions can be a mine field and I found the information extremely clear to understand and very responsive when I had a query. I would highly recommend them.

Very clear financial explanations and support, talked through figures and answered any questions I had thoroughly. Highlighted the benefits of the current investment results and strategy whilst also brought my attention to the risks involved and the unpredictability of markets and the economy etc. Very clear and honest interactions. Would definitely recommend Gariesh at ClarityAM.

Flexible meetings and ensure a developed understanding of your investments

My wife and I became clients of Clarity in 2019 and, over the last 18 months have moved our pensions from St James’s Place to be managed by Clarity (custodian AJ Bell). A key focus was seeking improved performance at materially lower cost particularly as we head into a more inflationary environment. Gariesh is superb making the transfers relatively easy and I’d recommend him/Clarity to others.

I became a client in 2020 and have been on the Arran Risk Profile 10 Strategy. I am really happy with everything, I get clear and helpful explanations of anything that I do not understand and I have received a ClearCompare report which compared my investment returns to a range of competitors, showing me that my investments have performed really well. I would definitely recommend Clarity AM.

Gariesh Sharma at Clarity provided me with a clear, concise and detailed assessment of my risk profile and suitability of investments, which was key for me as my pension pot and savings portfolio had grown to a size that needed more focused attention. Gariesh understood my requirements and my concerns, and provided me with a detailed step-by step plan on how to move away from my previous pension and ISA provider, and arranged all of the account and opening and transfers, seamlessly. The whole withdrawal and reinvestment process took only a few weeks, and Gariesh updated me at each stage. He is meticulous in the way he has also checked my statements and even called me to tell me about the market movements at the time of investment, something which my previous adviser never did. Overall, I rate the Clarity AM service very highly and give it top marks for advising, arranging and execution.

Excellent and extremely clear investment options. Everything was really well-explained in advance and clearly reported back. 12 months in, our investments have achieved well over average returns. Highly recommend Clarity.

Very good service recieved so far. I have no concerns recommending to family and friends. Always happy to answer questions.

Excellent process from Clarity for the changeover of my stocks ISA. They took the time to explain it to me in detail, including the investment types an risk profiles, and answered all of the questions I had. They handled all of the communication with the existing provider to make it simple for me and the setup with the new one. The investments recommended have had a historically outstanding performance, even in comparison to other similar investments, and have continued that strong trend in the first couple of months. Thank you Clarity.

Thank you, very grateful to Gareish for attempting to educate my kids on the start of their small financial investments. I think the pre and post investment tutorials have made all the difference to the kids beginning to understand what can happen if they start saving. Thank you. Glad already I made the switch.

Last year ClarityAM helped me open my first ISA. I picked an investment profile that seemed the best fit for me (risk profile 6). So far, I’ve made a 30% return (above the average) which I’m very happy with. ClarityAM also helped me to switch over a pension I had lying around from a previous workplace. They did all the hard work and It’s good to know my money is now in a better place.

I've been a customer since 2019 using their Arran Risk Profile 10 strategy. Clarity, are super helpful in explaining how it all works and if their services are not right then they don't try and push anything on you. I've recommended them to several friends and family, some of whom Clarity were perfect for others they felt had what they needed already. Since I get an annual ClearCompare report comparing my investment returns against a league table of competitor portfolios it is demonstrable that I'm doing really well (up over 28% in the last 12 months AFTER all fees). So I'm happy indeed and would thoroughly recommend Clarity.

I first used ClarityAM to switch my pension three years ago. I remember dreading the conversation as I couldn't remember how my original pension was set-up. Turns out I didn't need to remember the details because my adviser got the information direct from my pension company. The advice was easy to follow and the switch was easy. I like the ClearCompare reports because they show me where my returns are placed in the league table, so I know my investments are being well managed. Recently, I used ClarityAM to switch my Cash ISA - very professional from start to finish.

Professional, friendly and high performing.
Clarity have been very professional yet friendly in providing a bespoke service to suit my specific risk attitude and tolerance.

Fee’s are brilliant value and I have had market beating returns. The service is much more tailored compared to larger institutions and I have complete trust in them to manage my finances.

Gariesh has amalgamated multiple pensions in to one allowing easy management and tracking of performance giving me peace of mind for the future.

I cannot recommend Clarity highly enough.

The advice was very clear and easy to understand. The transfer was seamless and hassle free. I had an excellent end to service and experience.

I had been dragging my heels somewhat on transferring my ISA to Clarity, assuming that it could be a slightly laborious procedure. So I was pleasantly surprised by how simple the exercise turned out to be.