Book a free clarity call
Check whether The Clarity Review is right for you.
A short, no-pressure call to explain the service, check suitability and answer practical questions before you decide whether to go ahead.
What the clarity call is for
- To check whether The Clarity Review is suitable
- To explain what documents are useful
- To confirm what the review can and cannot cover
- To answer questions about the process and fixed fee
Before you book
- This is not regulated financial advice
- No personal recommendation will be made
- No product will be sold on the call
- If suitable, payment and upload instructions follow afterwards
Booking link
Use the calendar to choose a time.
The booking page opens in Cal.com. Choose a time for your 15-minute Free Clarity Call.
Not ready to book?
Download the free Pension Clarity Checklist first.
If you are still at the “I just want to understand what I have” stage, start with the checklist before booking a call.
The Pension Clarity Checklist
10 questions to help you look at pension fees, projections, old pots, nomination forms and exit barriers.
Get the free checklistCall us
Prefer to speak by telephone?
Call 0131 381 7363 for general information about the service and pricing, or to leave brief contact details for James.
The line is initially answered by our automated assistant, which identifies itself at the start of the call.
Please do not share pension policy numbers, account details, detailed pension values, medical information or other sensitive information.