“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.”
Philanthropy & Charitable Giving
Helping you make a difference now, and in the future.
You have the power to make a difference.
By donating to charity, you can support those around you today and in the future.
We’re dedicated to finding new and innovative ways to tackle urgent social and economic issues worldwide. We believe that giving to charity is one of the most powerful ways to make a difference and we want to support you in recognising how you can contribute to causes and communities, both close to home and further afield.
We understand how busy life can be, which is why we’re committed to making giving as easy as possible. We can work with you to ensure your charitable giving adapts to your changing circumstances while maximising the impact of your donations.
Together, we can make a lasting difference.
Ever wondered how you can make a lasting difference with your legacy?
In this series, we’ll explore philanthropy not just as a tax strategy, but as a powerful means of creating a tangible impact for future generations.
How Can I Make a Meaningful Difference with my Legacy
with Simon Roughsedge
In this video, join Simon Roughsedge as he discusses how you can make a lasting difference with your legacy. As financial advisers, we know wealth management goes beyond numbers—it’s about aligning your financial decisions with your core values and ensuring your legacy reflects what truly matters to you. Philanthropy is a powerful way to give back to society, support causes close to your heart, and create a lasting impact. From maximizing tax benefits to choosing the causes that resonate most with you, we’ve got it all covered in this video.
Global Returns Project
with Jack Chellman
Simon speaks to Jack Chellman about his work at the Global Returns Project, a project designed to make high-impact climate philanthropy normal and easy in financial planning, investment management, and corporate social responsibility and we’re delighted to share this interview with you by clicking
Charities Aid Foundation (CAF)
with Joe Crome
In this video, Simon is joined by Joe Crome of Charities Aid Foundation (CAF), a leading charity that exists to accelerate progress in society towards a fair and sustainable future for all- using their unique position to bring charities, business, and philanthropists together to simplify giving, allowing charities to focus more on the great work they do. In the last year, CAF have distributed over £1 billion to more than 160,000 non-profits around the world.
If you would like to discuss any of the above in more detail, get in touch at hello@claruswealth.co.uk
What our clients say
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.