Category: Our team news

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sam petts financial planner at clarion wealth management

Meet the Clarion Family

This month we meet Financial Planner, Sam Petts, to find out how he took his first steps into financial planning, what inspires him and what he thinks makes Clarion so unique.

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Category: Our team news

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

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Category: Financial Planning, Investment management, Our team news

Matt Sherratt Clarion Wealth Management

Meet the Clarion Family

This month we meet our Finance Manager, Matt Sherratt to find out how he took his first steps into financial planning, what keeps him awake at night and what he thinks makes Clarion so unique.

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Category: Our team news

Head of Paraplanning wanted

Head of Paraplanning position available Our clients place their financial futures in our hands, meaning they expect a lot from us and we expect a lot from our Paraplanners. Leading this team by example, you’ll be responsible for fostering excellence in everything that we communicate, advise and deliver. Everyone at Clarion is empowered to hold […]

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Category: Our team news

We’re searching for a Technical Financial Planner

We’re searching for a Technical Financial Planner At Clarion, we pride ourselves on providing best-in-class advice and superb client relations. Our Technical Financial Planner will work closely with the Lead Advisor, to ensure all financial planning is organised and delivered in a compliant manner. We’re looking for a top flight Technical Financial Planner, who can […]

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Category: Our team news

Could you be our next Paraplanner?

We’re on the lookout for a Paraplanner At Clarion, we pride ourselves on providing best-in-class client relations. Our Paraplanners are crucial to us – and our valued clients – in being part of a team that delivers compliant, agile and leading financial plans. You’ll live and breathe our mantra of “GWC” – do you get […]

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Category: Our team news

Jonnie Whittle, Managing Director and Ron Walker, Founder

Clarion Wealth Promotes Jonnie Whittle to Managing Director

Clarion Wealth has promoted Jonnie Whittle to the role of managing director. Jonnie, who first joined the business as a financial planner, will be responsible for supporting the growth of the firm, overseeing staff development and maintaining a high-quality service for all clients. He will also continue to work with individual clients to develop and […]

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Category: Our team news

sam-petts-Clarion-Wealth-Planning

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: 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: Our team news