Unlocking Synergies: Why Solicitors Benefit from Collaborating with Us as Financial Advisers

At Clarus Wealth, our collaborative approach offers a strategic pathway for Solicitors to expand their service offerings, enhance client value, and drive sustainable growth in the following ways

At Clarus Wealth, we recognise the invaluable role accountants play in managing clients’ financial affairs with meticulous attention to detail. By forging a collaborative partnership with us as financial planners, solicitors and lawyers can unlock new opportunities to enhance the value they provide to their clients

Holistic Client Solutions

In today’s dynamic legal landscape, clients demand more than transactional services—they seek holistic solutions that address their financial and legal needs comprehensively. Our collaborative approach enables Solicitors to deliver integrated solutions that enhance client satisfaction and loyalty, ultimately driving business growth and profitability.

Building Mutual Trust and Commitment

Successful collaboration hinges on trust and commitment between Solicitors and Financial Advisers. Our partnership model prioritises building strong relationships based on mutual respect and shared objectives. Through ongoing communication and training, we ensure that both parties are aligned in their approach and committed to delivering value to our clients.

Seizing Opportunities for Growth

In today’s fast-paced legal landscape, collaboration is key to unlocking new opportunities for growth and innovation. By partnering with us as Financial Advisers, Solicitors can future-proof their practices and position themselves as trusted advisors who offer comprehensive solutions that meet the evolving needs of their clients.

Enhancing Client Relationships

Addressing your clients’ challenges often requires expertise beyond the legal realm. Our partnership enables you to provide holistic solutions that encompass both legal and financial considerations, enhancing the value you offer to your clients.

Tap into Specialised Expertise

Leveraging our technical knowledge and specialist expertise allows your practice to navigate complex financial matters with confidence. Benefit from our insights and experience to better serve your clients’ needs.

Stand Out in a Competitive Market

In an increasingly competitive landscape, differentiation is key to success. Our collaboration sets your practice apart by offering a unique blend of legal and financial expertise, positioning you as a trusted advisor capable of addressing diverse client needs.

What we can offer

We offer CPD training in financial planning, either in person or on Zoom.
We offer an array of guides, resources and content for use, promoting a shared knowledge base for mutual benefit.
We can collaborate on webinars and podcasts to share insights and expertise.
We incorporate Inheritance Tax (IHT) advice and planning into the overall will-writing strategy for clients.
We establish pertinent policies to support legal business contracts like cross-option agreements.
We manage investments most effectively and relieving Trustees of investment liability.
We advise clients on the division of financial products, such as pensions, following a divorce.

Get in touch

Our Commitment

We are committed to building strong professional partnerships and welcome the opportunity to work with your practice in a collaborative and integrated manner. If you’re interested in joining forces with a financial planning firm that champions this ‘joined up’ approach, we invite you to reach out to us. We’re excited to explore the possibilities of partnership and look forward to hearing from you.

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.