Elite credentials, meet the team

 

Clarion are a small team of experts who are big on true lifelong financial planning and have been delivering this successfully since 1985 – you can find out more about what true lifelong financial planning means here.

Our aim is to help clients simplify the complex, gain clarity, confidence and certainty about their financial affairs; make better decisions and above all get on with the serious business of enjoying life.

We are a team of 15 and you can find introductions to our financial planners by scrolling down or clicking on the list of links below.

– Ron Walker –

Founding Director

 

Ron Walker is the Founding Director of Clarion Wealth Planning. He works with high net worth business owners to provide a comprehensive, tailored wealth management service so they can achieve the lifestyle they desire and deserve.

Ron founded the company in 1985 and has guided it from strength to strength over the last 30 years. He is one of the architects of the modern financial planning industry and a founder member of the Institute of Financial Planning.

Prior to founding Clarion, Ron spent six years with a national wealth management company, which left him highly trained but with a deep-seated belief that clients both wanted and needed more than the industry was able to offer at the time.

Over his career Ron has built an outstanding reputation and now deals with some of the most interesting and wealthy families in the region.

Outside of the office Ron is a keen sportsman whose interests include running, cycling and kite surfing. The rest of his spare time is spent holidaying with his wife and two grown up daughters.

Contact Ron by email or call +44 (0)1625 466 360

– Jonnie Whittle –

Managing Director

 

Jonnie Whittle is the Managing Director at Clarion Wealth Planning and works with business owners and their families to develop and implement plans that enable them to make the most of their success at all stages of their life.

Jonnie previously worked as Managing Director of a private equity-backed financial planning practice based in Manchester and London, as well as directing joint ventures with accountants throughout the North West. He specialises in the period around a business sale or liquidity event and he is well known for his collaboration with professional advisers at this stage. His approach is that of a “personal finance director” who incorporates clients’ individual, family and business affairs into a comprehensive, overarching plan.

Jonnie also sits on the board of NextGen Planners. An association whose sole purpose is to improve the delivery of financial services to the next generation of financial planners and their clients.

Jonnie is a former professional rugby player of both codes and holds a degree in Physics from the University of Manchester. Outside of the office Jonnie lives in Wigan with his wife and three daughters. In his spare time, he enjoys keeping active, learning new skills and being outdoors.

Contact Jonnie by email or call +44 (0)1625 466 360

– Steven Walker –

Director

 

Steven Walker is a Director at Clarion who works with business owners and their families to help them create well thought-out financial plans and make well-informed decisions.

Steven started his career in financial services over 30 years ago, and before joining Clarion in the 1990’s worked at the UK’s largest mutual insurance company.

Being the longest serving team member of Clarion, Steven has been instrumental in creating Clarion’s reputation of expertise and delivery to clients and partnering with professionals.

He is a Chartered Financial Planner – the gold standard for professional financial planners in the UK.

Steven lives in South Manchester with his wife and two daughters. Outside of work he has a strong interest in history, music and films. At weekends, he can be found scaling to the slopes of the mountains of Great Britain.

Contact Steven by email or call +44 (0)1625 466 360

– Keith Thompson –

Chairman

 

Keith Thompson is the Non-Executive Chairman at Clarion. He works with the management team to help drive the delivery of Clarion’s long-term growth strategy.

After founding and managing Taylor Knowles Financial Planning Ltd, a leading financial planning business in Lancashire, Keith went on to become a founding director of Altrincham and London-based Greystone Financial Services. He spent more than 20 years at Greystone, acting as Chairman from 2001.

As well as his work with Clarion Wealth Planning, Keith also plays a leading role within its sister company, Clarion Investment Management. This business provides discretionary investment management services designed specifically for clients of Clarion Wealth Planning.

Keith joined the Clarion team because he respected their comprehensive approach to financial planning, putting clients’ long-term aims first and helping hard-working business owners articulate and then achieve what they want from life.

Outside of the office, Keith and his wife are active members of Hale Golf Club. Keith enjoys keeping fit and walking, particularly in the Lake District.

Contact Keith by email or call+44 (0)1625 466 360

– Michael Brooke –

Financial Planner

 

Michael Brooke is a Financial Planner who works with retired business owners and executives, arranging highly advantageous and efficient retirement plans.

Before joining Clarion, Michael worked at a national assurance company as regional pensions manager for the North West.

Michael specialises in retirement options, pensions and taxation. He is one of the most knowledgeable pensions experts in the financial planning industry, and holds every pensions and retirement qualification available from the Chartered Insurance Institute.

Outside of the office, Michael is a keen tennis player and footballer whose achievements include coaching the Holmes Chapel Hurricanes under-13s, then under-14s, to back-to-back league and cup double wins. He is also an avid quizzer, and appeared on the BBC2 show Eggheads.

Contact Michael by email or call +44 (0)1625 466 360

– Adam Wareing –

Financial Planner

 

Adam Wareing is a Chartered Financial Planner who helps successful business owners, company directors and professionals overcome the complexity and stress of managing money. After helping clients to set and document realistic financial goals, Adam works with them to create a bespoke & comprehensive financial plan to help them achieve their ambitions.

As a holder of the prestigious Certified Financial Planner (CFP) accreditation, the international gold standard of financial planning, Adam passionately believes in the real value of goals orientated advice over traditional product sales based advice; he believes that this leads to much better outcomes for clients. It was Adam’s dedication to this belief that led to him winning the coveted IFP’s Paraplanner of the Year award.

Adam has over 15 years’ experience in financial services and, before joining Clarion in 2014, ran his own Lifestyle Financial Planning practice in South Manchester. As a Fellow of the Personal Finance Society (the highest UK advice qualification) Adam is frequently asked to write articles for local, national & trade press; he’s written about a wide range of subjects but pension planning and estate / IHT planning remain particular areas of expertise.

As well as spending time with his young family, Adam has a number of interests including running and playing football. However, one of his biggest passions is coaching youth football as a parent-coach; he currently holds his FA Level 2 coaching badge and finds it particularly rewarding to see the children develop not only as footballers but as people.

Contact Adam by email or call+44 (0)1625 466 360

– Sam Petts –

Financial Planner

Sam Petts is a Financial Planner who works with business owners and their families to develop bespoke, integrated plans in order to achieve their life goals.

Sam started in the industry at Caroline Banks and Associates in Mayfair and quickly developed key skills in delivering bespoke solutions to families. He then spent 12 years with Killik & Co, progressing to the role of Partner and Head of the Richmond Branch.

Sam specialises in intergenerational planning involving all members of the family, as well as utilising all available allowances in the most tax efficient means.

Sam is also experienced in forging essential links with key advisory professionals in the region.

Sam decided to join Clarion because it was important to “work for a company that prides itself on being a leader in their space, who have developed a service level for clients second to none and have the reputation to match”.

Outside of the office, Sam enjoys spending time with his young family, as well as watching Lancashire Cricket Club play and supporting local charities.

Contact Sam by email or call +44 (0)1625 466 360

Meet the rest of the Clarion team.

 

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– Simon Baggott –
Head of Operations

Simon Baggott is Head of Operations, managing the effective day to day running of Clarion. Simon has 30 years’ experience, with a strong commercial acumen gained from working in a wide range of sectors from manufacturing to advertising. Outside of the office he is a keen sportsman, enjoying golf, tennis, running and cycling.

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– Andrea Billington –
Front of House Management

Andrea Billington is a Receptionist, managing Clarion front of house. Andrea has extensive experience, previously working as a PA and secretary in a number of large organisations. Outside of the office she enjoys walking her dog Tia and spending time with friends and family.

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– Janet Crewe –

Adviser Client Support

Janet Crewe is an Adviser Client Support. Janet has over 30 years’ experience in the financial services industry, predominantly working with Independent Financial Advisers. Outside of the office she enjoys cycling, skiing and hill walking, as well as music and theatre.

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– James Kidston –
Head of Paraplanning

James Kidston is Head of Paraplanning, managing all paraplanning support at Clarion. James is a Chartered Financial Planner and also holds the PCIAM and IMC qualifications. He joined Clarion after previous roles with a City-based wealth manager and Barclays Wealth and Investment Management in Canary Wharf. Outside of the office James’ main passion is trekking, having completed the Classic Haute Route, Coast to Coast and West Highland Way.

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– Carole Loynd –
Adviser Client Support

Carole Loynd is an Adviser Client Support. Carole has a Chartered Financial Planner qualification and joined Clarion after leading the support team at Old Mutual Wealth. Outside of the office she is usually outdoors, either with her two horses or tending her garden.

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– Christina Melling –
Trainee Paraplanner

Christina Melling is a Trainee Paraplanner, providing paraplanning support to Director Steven Walker, whilst also working towards becoming a Chartered Financial Planner. Christina has a law degree and joined Clarion after working in commercial litigation. Outside of the office she enjoys yoga and ballet, as well as restoring vintage agricultural machinery.

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– Emma Nunnerley –
Paraplanner

Emma Nunnerley is a Paraplanner, supporting Clarion’s financial planners whilst also working towards becoming a Chartered Financial Planner. Emma has 20 years’ experience in the financial services industry and has a Diploma in Financial Planning. Outside of the office she enjoys running, yoga and spending time with family.

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– Matt Sherratt –
Finance Manager

Matt Sherratt is Finance Manager, overseeing all finance and accounting at Clarion. Matt is a Chartered Accountant and has worked in the financial services industry since 2005. Outside of the office he enjoys spending time with his two children, as well as cycling and running.

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– Gemma Thompson –
Finance Assistant

Gemma Thompson is a Finance Assistant. Gemma has seven years accounting and finance experience and is studying towards an AAT accounting accreditation. Outside of the office she enjoys spending time with her young son, as well as relaxing with friends.

– Make an appointment –

To find out more about our services please do call to arrange an appointment with one of our expert financial planners, +44 (0)1625 466 360 or email us an enquiry at enquiries@clarionwealth.co.uk

– Find out more –