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.

Webinars

We are so excited to launch our ‘Lunch and Learn’ webinar series. We know that you’re busy and want to access easily digestible financial information, so these Lunch and Learn sessions will last approximately 30 minutes and will run over the year on a wide range on interesting, relevant and timely topics. They are completely free to access.

Sign up to our newsletter to hear more about upcoming dates and topics.

- Webinar

Replay: Shaping the Future you Want- Pension Planning

05/25/2022

According to the Pension Policy Institute, there are 11 million people between the age of 50 and state pension age. Their research suggests that: -3m of these people will not receive a minimum pension -5m will not receive a pension income that is personally acceptable to meet their goals -10m will not receive a comfortable pension. It really is more important than ever to make adequate provisions to sustain your desired lifestyle in retirement. Watch the Replay here where Sarah Roughsedge gives her insights and essential tips on pension-planning to shape the future you want.

- Webinar

Replay : Drawing Your Pension in Retirement- What you need to know

Join Sarah Roughsedge, Director and Chartered Financial Planner, as she outlines the different options, key considerations and implications when drawing your pension. Sarah will also discuss how to manage your pension in drawdown in the most tax efficient way. This is a useful webinar for anyone who is thinking about or nearing retiring and planning for the future.

- Webinar

Watch Now- Preparing for Long Term Care- What you need to know

09/29/2022

No one likes to think about the possibility of needing a care home for themselves or a loved one. It is a highly complex and emotive topic with many concerned about the prospect of paying for care fees and how it will impact their later-life assets. But, if you think long term care is only for the elderly or those that have lost mental capacity, then think again. According to information from the NHS, in 2019-20, 9 in 1000, 18 to 64 year olds received long term support. Long term care planning is a key element of financial advice and our latest webinar discusses some key factors when preparing for long term care.

- Webinar

Watch Now- Why is it so easy to be scammed and what you can do to stop it

05/23/2023

Join Simon Roughsedge as he discusses all things scam related and provides some top tips about how you can stop scammers in their tracks

- Webinar

Replay: Investing in Uncertain Times - Top 3 Takeaways

04/27/2022

Markets naturally go up and down. Over the long run we all know they go up a lot more than they go down. But in these times of market volatility it can be stressful on all of us. The key to managing stress from fluctuations in the market is to ignore noise. Join the replay from our free webinar to hear Simon Roughsedge, Chartered Financial Planner and Director of Clarus Wealth, discuss his top takeaways for investing during uncertainty.

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.

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.

Blog

We regularly share our thoughts on wide range of issues affecting the finance industry. Sign up here to receive regular updates, top tips and advice.

Decisions, decisions, decisions

5 Myths About Financial Protection Debunked

Knowing your Value

The Problem of Pension Inequality when Divorcing

The One Financial Mistake You Could Be Making During Economic Crisis

What is an LPA and why do you need one?

5 tips for investing in a bear market

Understanding the Importance of Business Protection

ESG Investing- What is it all about?

Top 3 Financial Tips for Women facing Divorce

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.

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