Ambitious trainee associate financial planner appointed

We are delighted to welcome Matthew Peoples as our new trainee associate financial planner.

Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended.

Matthew has a long-held interest in personal finance, which led him to learn about the basic principles of financial planning from his own online research and reading guidance from financial experts.

He said: “I know where my heart is, finance was always on my mind, so I had to change direction for my career.”

Matthew, who outside of work enjoys road and mountain biking, is looking forward to gaining qualifications and experience in a wide range of financial planning skills.

He added: “I was drawn to Clarion because I admired the way they work with their clients for true lifelong financial planning. I am aiming to be a chartered financial advisor within five years.”

Adam Wareing, Clarion’s operations and compliance director, said: “Matthew is a great fit for Clarion because of his drive, determination, ambition and attitude towards his work and people. We are expecting great things from him and this is the first step of our growth plans for 2021.”

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

Experience true lifelong financial planning at our cost: email [email protected] to book a free initial consultation meeting, which is backed by our Clarion Guarantee. Following the production of your financial plan, you can walk away with no fees to pay in the unlikely event that you do not value our advice or services.

Ambitious trainee associate financial planner appointed to Clarion team

Ambitious trainee associate financial planner appointed to Clarion team