Category: Our team news

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New addition as wealth planners Clarion continue to grow.

Clarion Wealth Planning has bolstered its team with the appointment of experienced financial planner Sam Petts. Sam has over 15 years’ experience in the financial planning industry, starting his career at Caroline Banks and Associates in Mayfair, before joining Killik & Co. where he worked for 12 years, most recently as a Partner and Head […]

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Category: Financial Planning, Our team news

Chris Pughe at Clarion

Meet Clarion’s Summer Intern: Chris Pughe

Meet Clarion’s Summer Intern: Chris Pughe Chris Pughe has joined Clarion Wealth Planning as a summer intern. Having completed two years of undergraduate study at the University of Newcastle for a degree in Economics and Finance (BSc), Chris is spending his internship providing additional support to Clarion’s Head of Operations, Simon Baggott, and working alongside […]

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Category: Financial Planning, Our team news

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Clarion has appointed Keith Thompson as non-executive Chairman.

Clarion has appointed Keith Thompson as non-executive Chairman. Keith is a highly-respected figure with an illustrious background in the wealth management industry. He has helped to build and grow two wealth management businesses and brings over 50 years’ experience to the role. Keith will be central to the delivery of Clarion’s long-term expansion strategy. After […]

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Category: Business, Financial Planning, Investment management, Our team news

jonnie-whittle-Clarion-Wealth-Planning

Clarion has appointed Jonnie Whittle as a Financial Planner.

Clarion has appointed Jonnie Whittle as a Financial Planner. Before joining Clarion Jonnie founded and managed Lasenby Knox, a wealth management and financial planning start-up. Prior to this he worked as a Director at Cameron Chase. Jonnie will work to enhance Clarion’s profile among high net worth business owners across the north west, as well […]

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Category: Business, Financial Planning, Our team news