Our Clients

Whether you’re just getting started in your career, looking to grow your accumulated wealth, thinking ahead for your retirement or considering leaving a legacy for your loved ones, seeking expert financial advice can make all the difference to your future.

Business Owners / Directors

Maybe you’ve been growing your business from the ground up, you’re a successful entrepreneur, or you’re at the top of your professional game. You’re working hard but at the same time trying to find a better work-life balance. You know you need a financial plan but you simply don’t have the time to commit to thinking it through.

That’s why, when it comes to managing, growing, and preserving your wealth, the most successful know they need to turn to an expert for their financial planning.

Typical questions we hear:

  • How can I extract profits from my business tax efficiently?
  • I want to sell my business, what do I need to consider?
  • What’s a good investment?
  • Can I sort my pension and life insurance through the business?
  • “What happens to my business if I am no longer around?”
  • “How much do I need to retire?”
  • “What is the best way to save for retirement?””

We know that you are time-poor and that while you may be financially adept and doing well, you likely don’t have the time to research the options available that can help you maximise your capital and tax efficiencies and to keep up to date with the sea of regulatory changes when it comes to financial planning

As independent financial planners, we can help with protecting your assets, tax planning, investment management and retirement and pensions planning, as well as business protection  and planning when it comes to selling on your business.

At Clarus Wealth, we can help by establishing where you are now and where you want to be, creating a comprehensive plan to help get you there, allowing you to get on with the things that matter most.

Here’s how we help…

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

We’re here for the whole journey. All good relationships require continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.

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.

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

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

Tony

“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.”

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.

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