Clarity Paraplanning

Clarity Paraplanning provides outsourced paraplanning services to UK financial advisers. Our aim is to free up adviser time to focus on what matters to you - providing an exceptional service to your clients, while we take care of the rest. We provide high quality, compliant suitability reports, which are clear and straight-forward for your clients to understand. We work with a variety of firms including smaller business, who rely on us for all of their paraplanning needs and larger firms, where we can complement the skills of the internal paraplanning team. We are also able to provide platform and Discretionary Fund Manager (DFM) annual due diligence, as well as working on an ad hoc basis, for one-off reports or projects. Samantha Kay is a Chartered Financial Planner and Fellow of the PFS.