About Us
Clarity Paraplanning Ltd 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.
Our services are flexible and tailored to the requirements of your business.
Clarity Paraplanning Ltd provides 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 able to work on an ad hoc basis, for one-off reports or projects.
Samantha is a Chartered Financial Planner and Fellow of the PFS.
Our Team
Chartered Status
Clarity Paraplanning Ltd
Samantha Kay FPFS
Samantha has achieved individual Chartered Financial Planner status which demonstrates her commitment to developing and maintaining her knowledge to provide the best possible service to your firm.
Sam has completed the following CII exams:
AF1 (Personal Tax & Trust Planning),
AF2 (Business Financial Planning),
AF3 (Pension Planning & Pensio
Samantha has achieved individual Chartered Financial Planner status which demonstrates her commitment to developing and maintaining her knowledge to provide the best possible service to your firm.
Sam has completed the following CII exams:
AF1 (Personal Tax & Trust Planning),
AF2 (Business Financial Planning),
AF3 (Pension Planning & Pension Transfers)
AF5 (Financial Planning Process),
ER1 (Equity Release),
CF8 (Long Term Care)
CF6 (Mortgage) &
J06 (Investment Principles & Markets).
Samantha Kay FPFS
Clarity Paraplanning Ltd
Samantha Kay FPFS
Samantha joined the profession in 2008, following completion of her Master's degree at Durham University.
She went on to sit the CII examinations attaining Chartered Financial Planner status in 2013.
She has since achieved Fellowship of the PFS in 2021.
Clarity Paraplanning Ltd
Clarity Paraplanning Ltd
Clarity Paraplanning Ltd
Having worked in financial services for over 10 years, the Directors made the decision to form Clarity Paraplanning Ltd in December 2019.
Samantha is a Director at Clarity Paraplanning and provides our paraplanning services.
In her free time, Sam enjoys reading, visiting historical sites and caring for her cat and tortoises.