What we do

We provide a boutique service specialising in helping busy, successful individuals and families achieve their various goals over their lifetimes and increasingly across generations.

Claritus Wealth was developed out of a desire to provide a traditionally personal touch, with the technical and intellectual rigour required for the complexity of today’s financial environment for clients throughout their financial lives.

How do we work with you?

We take time to understand what really matters to you and what you’re planning to achieve overall. Once we identify what is most important to you, we build a life plan together that maps out a series of milestones on the path to achieving your overall goals.

Whilst your life plan is established at the start of our journey, we take a long term view of your plans and understand that your aspirations and long -term goals may evolve – your life plan needs to be able to incorporate this evolution.

As a result, once we decide on a strategy, we will continuously monitor and adjust this to take account of your personal changes but also external environmental changes such as legislation and tax changes.

Our 4 Elements

There are four core elements to our approach:

1. Bespoke life plan

Your personalised strategy to get you from A to B, perhaps with a few stops along the way…

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2. Keeping on track

Change is a constant, so we will proactively review, monitor and adapt…

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3. Independent advice

We are not restricted in accessing the best solutions to meet your needs…

More

4. The fine details

A boutique service with the highest of standards whilst making it as painless as possible…

More

1. Bespoke life plan

Your personalised strategy to get you from A to B, perhaps with a few stops along the way.

  • The starting point is always working with you to identify what your goals and priorities are.
  • We do not believe achieving your objectives is about buying a product, which is why we take a holistic view; considering and encompassing the various factors that could influence delivering a successful outcome.
  • All of this is then crafted into a customised and coordinated strategy – your personalised financial plan.

2. Keeping on track

Change is a constant so we will proactively review, monitor and adapt.

  • Change is ever present in life and therefore a crucial part of our proposition is how we manage change for our clients, to keep them on course and maximise arising opportunities
  • We will regularly review, monitor and update clients’ strategy
  • We proactively analyse and provide a tailored response to the impact of personal changes and those arising in the wider world, such as:
    • Career change
    • Family expansion
    • Serious Illness
    • Tax and legislation
    • Budget updates
    • Political landscape

3. Independent advice

We are not restricted in accessing the best solution to meet your needs.

  • Firstly, this is deliberately a small boutique firm not aligned to any larger organisation as we feel that ensures our interests are more directly aligned to our clients
  • Secondly, the ability to access the broadest range of solutions to meet our client’s needs. We are not restricted in which solutions we source for our clients.

4. The fine details

A boutique service striving for the highest of standards whilst making the financial process as painless as possible for you.

The 4th element of our approach is the glue that keeps everything together – the service commitment we make to our clients.

At Claritus Wealth that means:

  • A single relationship for all your financial needs
  • Personal, proactive and responsive service
  • Ensuring that our dealings with you are sensitive to your needs
  • Listening to your feedback
  • Pursuit of the highest professional standards and qualifications
  • Business structure built around providing long-term continuity

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