Clarity FW

6.9easy start · #6 of 26
in Financial Wellness Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from £2.99/mo.

Clarity FW is ranked #6 of 26 in financial wellness software on The Geeks Club. It runs on Web. There is a free plan. Paid plans start at £2.99/mo.

Clarity FW plans and pricing

All plans

Clarity Free Free Forever; per employee Financial education · Adviser Hub · Financial Health Check · Utilities Cost Cutter clarityfw.co.uk · 3 Oct 2026

Discounts & Rewards £2.99/mo Per employee, monthly Hundreds of discounts across retail, dining, travel and entertainment clarityfw.co.uk · 3 Oct 2026

EAP & GP 24/7 £3.99/mo Per employee, monthly Employee Assistance Programme · Virtual GP · Mental health support · Counselling clarityfw.co.uk · 3 Oct 2026

Money Planner Pro £4.99/mo Per employee, monthly Savings trackers · Investment insights · Pension dashboards · Wealth-building plans clarityfw.co.uk · 3 Oct 2026

The Full Bundle £9.99/mo Per employee, monthly Includes all free services, Discounts & Rewards, EAP & GP 24/7, and Money Planner Pro clarityfw.co.uk · 3 Oct 2026

Compared on financial wellness software

Free plan: Yes
1:1 coaching: Yes
Personalized action plans: Yes
Education library: Yes
Access channels: web_and_mobile
Financial topic coverage: debt, budgeting, financial foundations, protection, mortgages, savings, investments, retirement planning, estate planning

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The record

Purpose: Clarity describes itself as a financial wellbeing and employee benefits platform for UK businesses.
Financial education: The free package includes eight expert-led courses covering personal finance topics from debt to retirement and estate planning.
Adviser access: Employees can access five specialist advisory services, including mortgage, protection, estate planning, financial planning and debt advice.
Financial Health Check: The 3–5 minute self-assessment identifies a financial life stage and recommends three courses.
Utility integration: Clarity says its Utilities Cost Cutter is offered through its partnership with Utility Warehouse and covers bundled home services.
Privacy: The privacy policy says Clarity does not collect personal financial information through the platform and does not share it with employers.
Security and compliance: The privacy policy says the company follows UK GDPR and the Data Protection Act 2018 and uses technical and organisational measures to protect personal data.
Employer reporting: The privacy policy says employer usage reports will wherever possible be aggregated and anonymised, with identifiable data limited to account administration or contractual needs.
Funding: Clarity says it is funded when an employee chooses to purchase regulated financial products through its adviser network, with no obligation to purchase.
Support: The privacy policy lists [email protected] for privacy questions and data requests.
Business eligibility: The pricing page says Clarity works with businesses with at least two employees and has no upper limit.
Contract terms: The pricing FAQ says add-ons can be added or removed at any time, with monthly billing and no long-term contracts.
Headquarters: Altrincham, England, UK
Price from: £2.99/mo

Where it ranks on The Geeks Club

Best Financial Wellness Software in 2026#6 of 26

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Sources

clarityfw.co.uk/about-us/· checked 3 Oct 2026
clarityfw.co.uk/clarity-free/· checked 3 Oct 2026
clarityfw.co.uk/privacy-policy/· checked 3 Oct 2026
clarityfw.co.uk· checked 3 Oct 2026
clarityfw.co.uk/pricing/· checked 3 Oct 2026