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FAMILY VALUES. PROFESSIONAL ADVICE. A DIFFERENT APPROACH.

Get to know McCarthy Wealth, who we are, what drives us, and why we do financial planning differently.

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OUR STORY

McCarthy Wealth was created to bring a more personal touch to financial planning. Led by Adam McCarthy, and supported by his brother and wife, the firm combines big-firm expertise with a family-first approach that puts relationships and clarity at the heart of everything we do.


McCarthy Wealth is a trading style of Clarity Wealth Management, giving our clients the reassurance of an established, FCA-authorised network, alongside the attentive, one-to-one service of a family-run practice. It’s the best of both worlds - the personal touch of a small team, backed by the strength and stability of a respected national firm.


We work with fewer clients so that every plan gets the time, attention and understanding it deserves.


OUR ETHOS IS SIMPLE:

  • Your interests come first - always.
  • No jargon, no hidden costs - transparency is non-negotiable.
  • Relationships matter - we work with clients long term, not as transactions.
  • We care. About your goals, your family, your peace of mind.
MEET THE TEAM

PRINCIPLE ADVISOR

“I want to make financial planning something people look forward to, not dread.” 


With more than two decades of experience in financial services, Adam has built his reputation on trust, clarity, and genuine care for his clients. 


His strength lies in taking complex financial matters and making them simple, understandable, and manageable, helping people make confident decisions about their future.


Adam began his career as a Financial Adviser with Lloyds Bank In 2012, he made the move to become an Independent Financial Adviser, driven by a desire to offer clients truly impartial advice and a more personal, flexible service.


Since then, he’s worked with individuals, families, and businesses across the UK, providing tailored financial planning that supports long-term goals, whether that’s building wealth, protecting what matters most, or preparing for retirement.


Adam believes good financial advice isn’t about selling products; it’s about creating lasting relationships built on honesty, understanding, and results. His clients value his straightforward approach, clear communication, and commitment to making financial planning a positive, empowering experience. 
SIONE McCARTHY

CLIENT EXPERIENCE & SUPPORT

“The heartbeat of the team, bringing warmth, communication, and those little touches that make every client feel truly looked after.”


Before joining McCarthy Wealth Management, Sione built her career in a very different kind of care, as a dental nurse. That experience shaped her natural ability to listen, support, and reassure people, qualities that now sit at the heart of everything she does for clients.


Sione is the bridge between clients and advisers, ensuring every interaction feels personal, friendly, and stress-free. Whether she’s helping coordinate reviews, preparing reports, or simply keeping communication clear and consistent, Sione brings a calm professionalism and genuine empathy that clients instantly recognise.


Her attention to detail and caring nature make her an essential part of the McCarthy Wealth Management team, the person who ensures every client feels valued, informed, and supported throughout their financial journey.

EXPLORE OUR SERVICES

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OUR PHILOSOPHY

Keeping Finance Simple. Honest and Human

We believe financial planning should make sense, not make your head spin.


That’s why we ask the questions that matter, cut through the noise, and give you clear, practical answers you can act on.

  • Your Goals First

    Before we talk numbers, we talk about life. What do you want to achieve, who are you doing it for, and what does “enough” look like for you?

  • Balancing Risk and Reward

    We’ll find the right mix of growth and security so your plan works and you can sleep at night.

  • Straightforward Advice

    We’ll show you your options, explain the trade-offs, and help you make confident choices, no jargon, no sales patter, no surprises.

  • Everything Taken Care Of

    From paperwork to portfolio setup, we handle the details and keep you updated. You’ll always know what’s happening and why.

“The best plans aren’t complicated - they’re clear, consistent and built to last.”