The surprising benefits of choosing a “living legacy
Leaving a living legacy for your family could have several key benefits.
Clarus Wealth Resources
We’re passionate about helping people feel confident about their finances through a clear knowledge and understanding of how everything works. That’s why we created this Resources page with Free Webinars, Blogs and Guides on all of the topics that matter to you.
We will be regularly adding to this library so do check back for updates. If you’d like to hear from us more frequently, sign up to our newsletter.
Client Guides
We know that sometimes finance is complicated. These below client guides aim to take the confusion away and provide valuable insights into everything from Junior ISA’s to Later Life Planning. They are free to download- no sign-up forms required.
Glossary- Demystifying Financial Jargon
We've curated this list to ensure that you have a solid understanding of the key concepts necessary for navigating the world of personal finance and investment.
When the Time Comes- Things to Know When I Go Planner
Having your affairs in order can bring immense peace of mind to you and your loved ones
MOT Your Midlife in 5 Steps
Take stock of your financial wellbeing with our free Midlife MOT guide
Financial planning conversations that benefit everyone
Opening up about finances might feel uncomfortable, but it's crucial for building a secure future together.
Organising Affairs After a Loved One Passes
Our guide provides support by outlining necessary actions and considerations
How to find purpose and get the most out of your retirement
How to find purpose and get the most out of your retirement
Your ULTIMATE guide to finding the right Adviser for you.
All the information you need to find the right fit for you
Adviser Scorecard- Your Comparison Tool
Keep track of your responses with this handy comparison tool
15 Questions to ask Prospective Advisers
What questions should YOU be asking when considering a financial adviser?
5 Top Tips to Protect Your Data online
Protect your privacy and stay safe online with our top cyber security tips.
Your Complete Guide to Pension Consolidation
Download our free guide to pensions consolidations to help you understand if this is something you need to start thinking about sooner rather than later
Your Complete Guide to Financial Protection
Appropriate financial protection can provide you or your family with an income or lump sum when you need it most.
Your Guide to Avoiding Financial Scams
It’s common to think “I’ll never fall for a scam,” but it happens to thousands of people every year.
Guide to Inflation
Inflation is being experienced all around the world - but what has changed, and what does it mean for investors?
Inheritance Tax Calculator
This calculator will help you estimate how much inheritance tax could be due on your estate.
12 Key Points to consider before Investing
Why invest, and should you invest? There are many good reasons to consider investing money.
Essential Guide to ISAs
An ISA is essentially a tax wrapper that allows you to save and invest tax-efficiently. Y
Laterlife Planning and Care
Perhaps you’ve thought about what your life will look like in 10 years, but have you considered your later years?
Guide to Mortgages
Mortgages and the process of securing one can still be filled with jargon and other complexities.
Inheritance Tax and Gifting Guide
Here is everything you need to know about what Inheritance tax is, as well as what you can do to mitigate it.
The Value of Financial Advice
When you think of how financial advice helps you, it’s likely that you think of it from a financial perspective first.
Retirement Choices Guide
Now is the time for you to start thinking about taking your foot off the gas and enjoying a comfortable life when you stop working.
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.