New adviser client support for Clarion

We are delighted to announce that our team has been enhanced with the appointment of Christine Martins as Adviser Client Support.

Christine said: “I am enjoying this busy role, supporting the financial planners with the day-to-day administration involved in servicing our clients. With new business, there is always a lot of preparation, and a large and very important part of the job is to ensure client records are accurate and up to date.”

Christine’s degree in hotel catering and institutional management featured a module in finance in which she excelled, standing her in good stead for her future roles in both banking and financial planning. She has worked in both the UK and US before settling in the Northwest in 2014.

She joins the adviser team led by Financial Planner Sam Petts with Associate Financial Planner, Emma Nunnerley.

Clarion founder, Ron Walker, said: “Christine has fitted well into the Clarion family and brings a wealth of experience. We are delighted she has chosen to join us providing support to a very busy team.”

Christine, 58, lives in Lymm and in her spare time enjoys cooking, particularly her signature dish Goan Sorpotel curry, dancing, and swimming.

Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.

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