40 By the Dart • Advertising Feature
Clarity Wealth Management is delighted to announce that Michelle Concannon has joined the team as Business Development Manager, initially based at our Dartmouth office.
Michelle joins Clarity from the Yorkshire Building society where she has worked since 2006, most recently as Branch Manager. Michelle is a passionate supporter of linking business and community projects and is looking forward to this as a central part of her role within Clarity. Michelle is an active member of the Dartmouth
Regatta committee, responsible for raising sponsorship and event planning, and is part of the Dartmouth Foodbank Cookery Club. through her involvement with various local charities and good causes, she has developed a high profile in the town both on behalf of YBs and in her own right. “I have enjoyed 10 wonderful years with the YBs in
Dartmouth, gaining a huge amount of experience and making lots of friends, many of whom I am delighted to say were my loyal customers,” commented Michelle. “I would like to thank all of my customers for their
loyal support and friendship during my time with YBs and am looking forward to this exciting new personal challenge with Clarity Wealth Management.” In her new role as Business Development Manager,
Michelle will be responsible for managing all aspects of customer service and support for Clarity Wealth Management clients to ensure that Clarity delivers an exceptional level of service to customers at all times. Clarity Wealth Management is a specialist provider
of Independent Financial Advice and Wealth Management services with offices in Dartmouth, totnes and staffordshire and the business is rapidly expanding. Karen Cooper, senior Partner at Clarity, commented,
“Michelle brings a wealth of experience in financial services management and customer service to Clarity Wealth Management and we are delighted that she has chosen to join the team at this exciting time for the business.”
2015 saw the new Pension Freedom changes and we
have been pleased to help more clients make the most of their pension – with more flexibility than ever. With many people expecting the current interest rates
to continue, a Cash ISA or savings plan may not provide the returns you would like. This year’s ISA allowance disappears for good on 6th April 2016. Make sure you use it before you lose it. If you have ISAs from previous tax years, you may find
it considerably easier to manage them if they are in all in one place. Other clients have found this to be the case. We offer a FREE initial meeting at our expense to ensure your current investments continue to meet your needs and expectations and to help you achieve your long term goals.
Karen, Michelle and her team can be contacted on 0800 833389 or
michelleconcannon@claritywm.co.uk or pop into the Dartmouth office!
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60 |
Page 61 |
Page 62 |
Page 63 |
Page 64 |
Page 65 |
Page 66 |
Page 67 |
Page 68 |
Page 69 |
Page 70 |
Page 71 |
Page 72 |
Page 73 |
Page 74 |
Page 75 |
Page 76 |
Page 77 |
Page 78 |
Page 79 |
Page 80 |
Page 81 |
Page 82 |
Page 83 |
Page 84 |
Page 85 |
Page 86 |
Page 87 |
Page 88 |
Page 89 |
Page 90 |
Page 91 |
Page 92 |
Page 93 |
Page 94 |
Page 95 |
Page 96 |
Page 97 |
Page 98 |
Page 99 |
Page 100 |
Page 101 |
Page 102 |
Page 103 |
Page 104 |
Page 105 |
Page 106 |
Page 107 |
Page 108 |
Page 109 |
Page 110 |
Page 111 |
Page 112 |
Page 113 |
Page 114 |
Page 115 |
Page 116 |
Page 117 |
Page 118 |
Page 119 |
Page 120 |
Page 121 |
Page 122 |
Page 123 |
Page 124 |
Page 125 |
Page 126 |
Page 127 |
Page 128 |
Page 129 |
Page 130 |
Page 131 |
Page 132