Our Client Testimonials

Our aim is to delight our clients with our personalised service, advice and delivery. See what some of our happy clients have said.

Tony’s Testimonial

My wife and I use the services of Clarus Wealth and their expert team as they provide us with a peace of mind that we are living within our means, that we are saving appropriately for our retirement and that we have ready cash for day to day living, holidays and short term emergencies. 

Since working with Clarus we now know exactly what our net worth is, where our investments are and how they are doing. We have also been helped with information about insurance, mortgages, short term savings and retirement. And at least once a year we can complete new profiles and new inventories of our monthly expenditure. 

We love the regular email updates that give an overview of the economy and the fact that we can arrange a meeting at any time should something crop up which might affect our finances or just because we have heard something in the press. We have also loved the help we have been given with budgeting and keeping track of all aspects of our monthly spending.

Since working with Clarus Wealth we have felt so much more relaxed about retirement and our investments that will fund it. We love the fact that we are able to make informed decisions because we are being advised by experts. We have the advice and support of people who want the best for us and who have a thorough knowledge of our affairs, our circumstances and the market we are investing in. I would strongly recommend that anyone that is serious about their money use the services of Clarus Wealth.

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

Jackie’s testimonial

It seems to have become more and more complicated for the person in the street to navigate the ever-changing world of finances these days (ironically enough, what with all the technology at our fingertips offering support and media overwhelming us with information!) 

My husband and I are relatively well read and we try to keep a close eye on matters of finance – but realised that we simple did not have the head-space, time or energy to agonise over and make decisions about our finances, the stock market, planning appropriately for retirement without some sort of guidance from people who had their fingers on the pulse. 

So we decided to seek advice from financial advisors. 

And what a relief! Clarus Wealth allowed us to take stock of where we were at and gave us a clearer idea of what our financial future could look like. I felt confident in the advice I was given and appreciated the friendly, patient and unpressurised meetings they arranged for my husband and myself. Although information was clearly and simply laid on the table, at no stage did I feel patronised or condescended to. 

Over the past nine or ten years our finances have been organised and managed in such a careful way that we have been able to enter our retirement years with confidence and optimism. 

I would unconditionally recommend Clarus Wealth to anyone who is serious about their money and want it to work for them.

Ruth’s Testimonial

With little pots of money invested here and there, and having lost sight of ISAs and pensions we’d invested in, we weren’t sure any longer what our money was invested in, whether it was in the right place, or how we could expect our finances to look in the future. It was a bit of a confusing mess which we didn’t have the up-to-date knowledge nor the time (or interest!) to deal with.

Clarus Wealth have taken all the stress out of our finances. The whole team are delightfully cheerful and helpful, detailed, thorough and professional, yet hugely personable. Simon’s experience and expertise is invaluable – you could say he actually finds investments interesting! He is constantly up to date with the latest rules, regulations and products and is proactive suggesting new ideas. He understands our family and our plans. Clarus Wealth provides regular investment advice and actively manages our investments. They have given us advice on pensions and mortgages, and tell us what we can expect of our finances in the future. And they have helped with all those ugghh! moments that come up with money matters.

We are now confident that our money is working the best it can for us. 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.

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
09/09/2021

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

Tony
10/09/2021

I would unconditionally recommend Clarus Wealth to anyone who is serious about their money and want it to work for them.

Jackie
10/09/2021

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 Financial Planners. 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 advisers, 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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