About Us

At Clarus, we understand that while each of us is talented, no one person can be a master of everything. That’s why our team is designed to place the right people in the right roles, leveraging their unique skill sets to deliver an exceptional experience and service.

What truly sets us apart is our commitment to getting to know you. Our team takes the time to listen and understand your needs, ensuring we can offer the most effective support tailored specifically to you. This personalised approach isn’t just about delivering great results; it’s about building meaningful relationships based on trust and genuine care.

We are incredibly proud of our team’s dedication, integrity, and the way they work tirelessly to make Clarus better every day. By truly listening and caring, we ensure that you receive the highest level of service, perfectly suited to your unique requirements.

Our Accreditations

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.

Good Business Charter

We are delighted to have joined the GBC and demonstrate our commitment to the 10 components of the Charter. This is a great opportunity for us to work with others to promote responsible business behaviour and show how much we value our customers, colleagues, suppliers and the environment.

Surrey Hills Trademark

We’ve also been awarded the Surrey Hills Trademark, an accreditation and a Mark of local provenance, quality and sustainability. The Award promotes the very best of what Surrey has to offer and celebrates those organisations of high quality that reflect and support the distinct and special nature of the Surrey Hills and who share the values of supporting the local environment

Meet the team

What our clients say

“If anything happened to one of us, we would know that we could call Clarus and they would know everything about us, which at what could be very stressful times in our lives would be so important. They are a critical friend on the journey through the forest.”

If anything they are even more serious about our money than we are.

Tony

We have recommended Clarus Wealth to family and friends and wouldn’t hesitate in saying that if you’re looking for an IFA, who will keep you involved with your finances while taking away the grind of managing them, and who will explain things clearly and honestly, then Clarus Wealth is an excellent company to turn to.

Ruth

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