top of page

Meet Our People

​Independence is the key to getting the best possible result for our clients. 

We believe that genuine independence means taking ownership of your choices and actions, ensuring that you stay true to yourself and to your values.  For us this meant creating a  financial advisory business free from the influence of banks, insurers, investment providers or third party owners.  This ensures that we have no product to sell other than the best possible advice that we can provide to our clients.

Designer.png

Managing Director

Chartered Financial Planner

Richard Wright

07590 817785

LT.png

Commercial Director

Chartered Financial Planner

Lawrie Tawse

07813 654438

78f3507e-f8f1-4805-a8ec-e53d1d11ff3e.png

Independent Financial Adviser

SOLLA accredited

Craig Richards

07837 836016

Gary green.png

 

Chartered Financial Planner

Gary Quick

07484 358037

April_green_background.png

 

Operations Director

April Wright

07837 481057

T:  01395 578634

E:  info@clearviewwealth.co.uk

A: 5 Alexandria Road, Sidmouth, Devon, EX10 9HD

© 2025 by ClearView Wealth

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Clearview Wealth is a trading style of ClearView Wealth Management Limited 


ClearView Wealth Management t/a ClearView Wealth is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. FCA number 197107


ClearView Wealth Management Limited Registered Office:

Ash House, Cook Way, Bindon Road, Taunton, Somerset, TA2 6BJ

Registered in England & Wales number: 15706454

bottom of page