Women in Finance 2023 Winner
South West Financial Advisor of the year 2023 Sarah Roughsedge
Clear Confident financial advice
Ours is a partnership, and it’s personal
We like to say we’re not your typical financial planning firm. We’ve got the awards and the wealth management expertise and tools, like the big city firms do, but here’s what’s different about us. We’re all about that personalised, tailor-made service you’d expect from a smaller, friendlier team.
For us, it’s more than just numbers and charts. We provide a financial framework that goes beyond the numbers to define the goals and values that truly represent the real you and your family. We’re genuinely interested in understanding your big picture and, more importantly, in helping you in craft the life you want to live—both today and tomorrow.
Who we help
We do our best work for successful individuals and business owners, in, or approaching retirement within the next 15 years. Most people who approach us are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and how they can make sure they take care of their family for the future. We deliver a financial framework to empower them to enjoy life today and plan responsibly for tomorrow.
Our Approach
Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps
Discover
We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.
Develop
Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its parts”.
Deliver
Life never stands still for long. The best financial plans are designed to carry an element of flexibility so that if your long-term goals need to change, so can your plan. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.
We’re here for the whole journey
Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.
Discover more – Download our Brochure
Clarus Wealth offers you totally independent chartered financial planning and wealth management.
Read about us and our services by clicking below.
Chartered Status
Did you know that not all firms hold Chartered Status? We’re proud of our awarded status as Chartered Financial Planners. For us, it is so much more than a badge or an acknowledgement of exams passed. As a Chartered Firm, we are committed to a strict code of ethics and professional standards. Our Chartered badge proudly tells you that we have made a public commitment to putting you first.
Independent Financial Planner
We are completely independent, impartial and unbiased. This means that we truly work for you and with your best interests in mind at all times, giving you the best financial advice, considering the whole market and not influenced by any providers or other interested parties.
Client Forum
We don’t just pay lip service to listening to what our clients want. We regularly hold Client Forums throughout the year to truly understand how we can best serve our clients. We listen to what’s working and if something needs to be changed to make us better financial advisors, we make it happen. It is our mission to not only improve, but excel in what we do for our clients.
The Financial Vulnerability Taskforce
The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector whose ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability. It will act as an informed source of positive influence on both policy makers, professionals and the general public alike. In doing so, we hope that professionals working across the Personal Finance Sector are increasingly seen as a ‘safe pair of hands’, especially by those who find themselves in vulnerable circumstances.