ClarityAM Reviews 

66
•
TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

I had a very informative experience with ClarityAM. Gaz made the process easy, efficent and it gave me a lot of reassurance. Thank you!

Rated 5 out of 5 stars

ClarityAM went above and beyond my expectations. Gaz took his time to review my past investment returns from my Aviva pension. He took his time to discuss and go through my investment objectives... See more

Rated 5 out of 5 stars

A very different experience every step of the way compared to other ISA providers. You get a clear explanation of how things work, what the small print means, complete transparency on fees and what th... See more

Rated 5 out of 5 stars

From the very beginning ClarityAM were clear and upfront about costs and benefits. Not at all pushy, transparent and I feel like they have my back. They helped me understand my risk appetite and got m... See more

Company details

  1. Financial Consultant
  2. also in
  3. Investment Service

Written by the company

We’re here to make investing a whole lot clearer. We only do one thing, so we can do it really well: help you make the most of your ISAs, pensions or investments.


Contact info

4.9

Excellent

TrustScore 5 out of 5

66 reviews

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4.9

All reviews

(66)

3 reviews in the last 12 months

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Rated 5 out of 5 stars

ClarityAM investment experience

I've been investing with ClarityAM for over a year. Gariesh has been handling my account. So far I am very pleased with the service and the return I've received on my investment. The past couple of years have been tough and the investment was up and down but it performed better than high street investors and other rival investment firms. Gariesh is very helpful and is always ready for a chat to answer any questions. I highly recommend this company if you wish to invest.

10 October 2023
Rated 5 out of 5 stars

Clear, data-driven and trustworthy

From the very beginning ClarityAM were clear and upfront about costs and benefits. Not at all pushy, transparent and I feel like they have my back. They helped me understand my risk appetite and got me what promises to be a much better deal than with my previous providers. I've been meaning to transfer my pensions for a long time - I wish I'd done it sooner with these guys - recommended!

16 December 2023
Rated 5 out of 5 stars

I have transferred my investment…

I have transferred my investment business to Gariesh over the last two months .Throughout the rather painful process ( no fault of Gariesh) he kept me informed. I have been very pleased with services he has provided so far.

14 December 2023
Unprompted review
Rated 5 out of 5 stars

Jargon free professional help

I loved how they made the whole process of investing intelligible for someone who is new to this. The process was so well thought through and streamlined and faff free! They are great at what they do and a pleasure to work with.

28 November 2023
Rated 5 out of 5 stars

Clarity every step of the way!

A very different experience every step of the way compared to other ISA providers. You get a clear explanation of how things work, what the small print means, complete transparency on fees and what they mean. Clarity invest your money in one of 9 possible portfolios of funds, according to you risk profile. They then monitor the performance of the underlying funds and swap them out if needed. It’s all through the A J Bell platform which lets you see where your money is invested and ensures that while Clarity can move your money between investments, only you can withdraw funds.

14 August 2023
Rated 5 out of 5 stars

Very professional

Very professional. Made moving my pensions a simple process and explained the projected the forecasts. Gariesh was great and highly recommended

1 August 2023
Unprompted review
Rated 5 out of 5 stars

I engaged ClarityAM to set up an ISA

I engaged ClarityAM to set up an ISA. Gariesh walked me through the options and provided all the information needed to make my decision. I feel confident that ClarityAM will be available to deal with any questions I may have in the future. I would happily recommend ClarityAM to anyone looking for professional advice regarding Pensions and ISA's.

20 July 2023
Unprompted review
Rated 5 out of 5 stars

A very in depth and professional input…

A very in depth and professional input from them, would highly recommend them to help with your own pension and investments plans
Went through everything with me, step by step, making sure that I understood what was happening with my pension advice, in a simple and straight forward manner

3 August 2023
Rated 5 out of 5 stars

Excellent Service

My experience of ClarityAM was excellent. Advice and information was very personalised and tailored to our needs. Advisor answered all our questions and was always available for further follow up questions. I am very pleased with the service we have received and felt that the advisor went above and beyond to help us make the right choice.

1 May 2023
Rated 5 out of 5 stars

Free and friendly pension advice

ClarityAM gave me free and friendly advice on how to think about my pension plans. They gave me a free assessment on how my existing pensions have performed so far and showed me how they might perform in the future if I moved them to ClarityAM. It was really easy to set up a call with the online booking form. Making decisions around pensions is quite stressful and it has taken me a while to come to a decision. ClarityAM has been really patient and supportive through that process, answering questions as they came up.

9 May 2023
Rated 5 out of 5 stars

Great experience

Great experience, clear comments and surprising to hear some of the outcomes. Hopeful of better performance going forward.

20 April 2023
ClarityAM logo

Reply from ClarityAM

Glad to hear that our free ClearCompare report about your Legal & General pension was useful.

Time to take the next step in our process?

https://www.clarityam.com/improving-pension-performance

Rated 5 out of 5 stars

Clarity all the way!

Clarity AM enabled me to compare my pension to other providers quickly and easily. Their information was clear and easy to understand, it also brought to life the potential upsides and downsides of the different risk category options, something other advisors are typically very vague about. A very practical and useful service, I would recommend.

22 March 2023
Rated 5 out of 5 stars

Pensions Review - Simple and Pain Free

I have several pensions from working at various companies over the years. I was conscious I hadn't taken any time to see how these pensions were performing.

So when I came across Gariesh I decided to say yes to looking at a comparison of my pensions - I found the comparison of my pensions easy to do and simple to understand.

It took me an hour, I wasn't bombarded with jargon, and I didn't receive a stream of sales calls. It was very simple and straightforward. Thanks Gareish.

22 March 2023
Unprompted review
Rated 5 out of 5 stars

Gaz was an excellent advisor for the…

Gaz was an excellent advisor for the switch for my ISA. He was very thorough (as well as very patient due to my lack of knowledge) and guided me through the best options for my money. Gaz always has my best interest at heart and allowed me plenty of time to make informed decisions. I would gladly recommend to any friend or colleague!

6 March 2023
Rated 5 out of 5 stars

Gariesh review - Great at communicating, being flexible, helpful and explaining every step of the way to us.

Gariesh is extremely helpful and great and conveying information in an easy to understand bitesize way so that we fully understand how our savings and pensions work within the complicated financial landscape. The tutorials for my daughter are a great idea. She really values them, has learnt a lot and now understands savings, how it works, what to aspire to and also the risks - all of which she finds really interesting and will take into future life. Gariesh has also been extremely patient and flexible with his timings in order to accommodate my daughter's long school days and my slow email responses which we appreciate.

16 December 2022
Rated 5 out of 5 stars

Clear easy to understand information

Very clear information was provided by Clarity, in basic English (avoiding jargon). The format of the information was also excellent - it was very easy to understand and compare my options.

3 February 2023

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