Contact Us

Get in touch:

By telephone:

01483 600995

By email:

[email protected]

Head Office:

7 York Road, Woking, Surrey, GU22 7XH

Somerset Office:

Coombe Farm, Roundham, Somerset, TA18 8RR

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.

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. 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.

Sign up to our newsletter to get fresh, insightful and relevant articles delivered straight to your inbox. Unsubscribe at any time.