We provide a boutique service specialising in helping busy, successful individuals and families achieve their various goals over their lifetimes and across generations. How and what we do to fulfil this is at the heart of what makes us different and draws our clients to us.
The bulk of Claritus Wealth’s growth comes from referrals via our existing clients.
Whether you are working towards being financially independent of ‘work’ or want to build up the resources to be able to do something completely different, together we will develop and then implement your personal life plan to reach these goals.
With increasing longevity your non-working life may well be made up of several decades.
We will put a personal life plan in place for you which will look to accommodate your short, medium and long-term needs; we build in enough flexibility to make changes as required throughout the journey.
In the same way that a strong house will employ solid foundations against unforeseen strains over time, so we will help you build a safety net to protect you and your loved ones against life and health upheavals.
Having built up assets over your lifetime, you may wish your legacy to be preserved for the benefit of your family, future generations and/or specific charitable goals. We will work with you to build your plan, for your legacy, on your terms.
As well as helping you achieve your financial goals to live the life you want, our service strives to lighten your admin burden and making the process as painless as possible for you.
There are four core elements to our approach.