Claritas Wealth Management

10 Heaton Moor Road, Heaton Moor, Stockport SK4 4DT

● Closed

4.9 15

Hours open

Location & Phone number

Reviews

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Hours open

Monday:

8:30 AM - 4:30 PM

Tuesday:

8:30 AM - 4:30 PM

Wednesday:

8:30 AM - 4:30 PM

Thursday:

8:30 AM - 4:30 PM

Friday:

8:30 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

Location & Phone number

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10 Heaton Moor Road, Heaton Moor, Stockport SK4 4DT, United Kingdom

161 636 9200

claritaswm.co.uk

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Reviews

Graham Hughes:

"Fantastically helpful, friendly, very quick to respond, and they really take away the confusion surrounding investments, pensions etc. We genuinely feel that we are in safe hands with Claritas, and that they have our best interests at heart. My only regret is we did not work with them sooner. We cannot recommend them highly enough. Thank you Tim, Krish and the rest of the team."

almost 2 years ago

mike stafford:

"Since my first discussions with Claritas, over three years ago, their advice has always been thorough, straightforward, competent and friendly. Based close to my home they provide financial reassurance in many ways, from the regular planning meetings to the valuable monthly newsletters. During uncertain times this support gives much comfort and stability. Many thanks to Tim, Krish and all of the Claritas team, 5*****"

almost 2 years ago

Mary Callaway:

"I came to Claritas as Tim had been recommended to me. I have appreciated the regular investment reviews when things are carefully and patiently explained. Also that I am treated as a whole person and not just a client! The company help me to stay calm in turbulent times."

almost 2 years ago

TIMOTHY JORGENSSON:

"Claritas provide lifestyle planning rather than "individual" financial planning areas. With advice and help from Claritas I have retired earlier than I thought possible and have a clear view of my lifetime finances. Highly recommended."

almost 2 years ago

Dennis Major:

"Have met Tim at one of my previous companies and being impressed with his handling of the pension portfolio while there, I had no hesitation in continuing to use his services and also to join his client base at Claritas. Having both started up companies of our own around the same time, he was an invaluable sounding board and support during my early trading years and highlights the all round support and commitment to his clients even outside of managing their investment portfolios. He has built Claritas and it’s team to embody the same ethics of integrity and client focus and I highly recommend them."

almost 2 years ago

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Claritas Wealth Management

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