What’s your Retirement Number?

Take our 5 minute quiz to find out

How Retirement Ready Are You?

Before diving into your retirement dreams, it’s crucial to assess your financial standing. Understanding how much money you’ll have when you retire lays the foundation for making informed decisions about your future. So, before embarking on your retirement journey, let’s take a closer look at your financial readiness and ensure that your retirement dreams align with your financial reality.

Take this quiz to access your own personal retirement plan, which will run you through some of the key areas in retirement planning that you should be thinking about, how your assets can build up to and through your retirement

Access My Own Personal Retirement Plan

Take this quiz to access your own personal retirement plan, which will run you through some of the key areas in retirement planning that you should be thinking about, how your assets can build up to and through your retirement. I understand by clicking on through to the Questionnaire 

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You may also like our Free Guide on how to generate an income in later life

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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

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

Tony

“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.”

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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