clarityON
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management.
In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance.
But clarityON goes beyond numbers and charts; we're passionate about demystifying complex financial concepts and making them accessible to all. We believe that financial literacy is the key to unlocking your true wealth potential.
Subscribe now to clarityON or find out more at www.claritglobal.com and remember, when it comes to wealth management, clarity is key!
Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.
clarityON
Should You Consolidate Your Investments?
In this episode of clarityON, Senior Investment Management Services (IMS) Administrator Francisca (Kika) Ferreira and Chartered Financial Adviser Tuhin Miah consider a crucial question for investors: Why should you consolidate your investments?
With portfolios increasingly scattered across multiple platforms, investment consolidation isn’t just about tidiness—it’s a powerful strategy for gaining clarity, reducing costs, and taking better control of your financial future.
We explore:
- How investment management has evolved—from fragmented fund houses to streamlined digital platforms
- The key benefits of consolidation, from easier reporting to improved tax planning and estate simplicity
- A real-life client story: how moving from five platforms to one transformed their financial confidence
- What assets can be consolidated (and what can’t)
- How clarityONLINE helps you see your entire financial world—from investments to credit cards—in one secure place
- Common FAQs around platforms, transfers, and whether consolidation is right for you
For more on our digital platform clarityONLINE, check out our clarityON podcast episode with CTO Gordon Jones and Digital Marketing Manager Leila Photiou.
And click here to book your free consultation.
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Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.
People on this episode
Andrew Kemp FPDS AIA
Co-host
Angus Jones
Co-host
Carrie Hughes
Co-host
Claire Brooks
Co-host
Daniel Smith FPFS
Co-host
David Eve
Co-host
Francisca (Kika) Ferreira
Co-host
Glyn Bolton
Co-host
Gordon Jones
Co-host
Jess Lelew
Co-host
Joseph Howe
Co-host
Louise Challis DipPFS
Co-host
Naomi Kewell FPFS CFP MAAT
Co-host
Sahiba Kohli DipPFS
Co-host
Sarah Compton-Hall
Co-host
Taylor Aspinall
Co-host
Tuhin Miah
Co-host
Vicki Watson FPFS
Co-host
Leila Photiou
Producer