Us in a nutshell

Our Heritage

Clarus Wealth Ltd is a firm offering Independent Financial Advice. Born out of a long standing family firm originally founded in 1988, we are still looking after clients from the early days of the original family business.

We remain a family firm, privately owned and fully independent, having built on our reputation of honesty, trust and high service standards. Our strong belief is that each client is an individual, with their own objectives, goals and needs. Therefore, there is no single solution for all. As a result, we channel significant energy and resource into understanding who you are and how we can help you.

We aim to provide all our clients with financial advice that covers all areas of life rather than limiting advice to just a product driven solution. This means that we will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its parts”.

Time is common to everyone, but often our most scarce resource. How each of us decide to use this finite gift can determine our achievements, happiness and life fulfilment. There is immense pressure to find time to complete work commitments, enjoy quality time with those that are important to you and relax. Working together with you we hope to ensure that you are able to effectively and efficiently manage your money to allow you to make full use of your time. This does not mean that you defer responsibility for your money, but simply that we can help you to save time by delivering clear and transparent advice for you and your money.

Importantly, as a measure of accountability, we have developed a Client Focus Group formed of existing clients who challenge us to ensure that our service standards continue to delight. The group aim to meet regularly and have made insightful suggestions which have been implemented throughout the company.

What do we do?

We are a firm of independent financial advisors specialising in providing financial planning and advice across a range of areas, including:

Investments & Portfolio Management

Investments & Portfolio Management

Mortgages

Mortgages

Life Insurance

Life Insurance

Retirement planning & Pensions

Retirement planning & Pensions

DB Pension Reviews

DB Pension
Reviews

IHT & Estate Planning

IHT & Estate
Planning

Client focus group

Importantly, as a measure of accountability, we have developed a Client Focus Group formed of existing clients who challenge us to ensure that our service standards continue to delight.

What our clients say about us

Testimonial 1 Testimonial 2 Testimonial 3