On the surface, what typifies our clients is that they are self-made, often first or second generation, business owners who have worked hard over the years to achieve great success, personally and financially.
Quite often their financial affairs are complex and, in particular, they are looking to exit or capitalise their business within the next three years.
But dig a bit deeper and you’ll find that our clients share some interesting characteristics that also reflect our view of the world.
Our clients are smart but willing to listen to the right people for advice, and are especially appreciative of experience and expertise. They’re straight talking and demanding, but decent with it. They value the trust that comes from long-standing business relationships.
But, above all, what sets them apart is that they appreciate life is short and it’s not what you have in life that matters, its what you do.
Over the 30 or more years that Clarion has been providing true lifelong financial planning, we’ve discovered that we like clients like this, because these shared values have formed the bedrock of enduring, trusting, successful and, most of all, enjoyable relationships.
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 email@example.com