Tags: Associate financial planner, team news
Category: Our team news, Uncategorised

We are delighted to announce the arrival at Clarion of Bradley Peet, who has joined our team as an associate financial planner.

He has been recruited to take up a role which became available following an internal promotion.

Bradley has joined Clarion after more than three years at Carpenter Rees, which is based in south Manchester.

He is a qualified financial planner with expertise in advising clients on their investments, pensions and tax planning.

Bradley is studying to attain chartered status, with the overall aim of becoming a Fellow of the Chartered Insurance Institute by the end of the year.

He is working alongside director John Winstanley and his team, carrying out technical research, planning and reporting for clients, while also monitoring their financial plans using the firm’s cash flow modelling software.

John said: “Bradley has hit the ground running and is a real asset to the Clarion team. He has a good eye for detail and is progressing well towards becoming a chartered financial planner.

“He is ambitious and is thriving in our fast-paced working environment. He is understanding and empathetic towards clients, and deals with them all in a highly professional and conscientious way.

“We are confident he will have a very successful future with Clarion, where we have a proud track record of helping talented individuals to progress their careers with us.”

Bradley said: “Clarion has always stood out to me as a firm at the forefront of the financial planning industry and a great place to progress my career.

“I was seeking a role that would assist with my development, by presenting new challenges and providing opportunities to work on more complex advice, and Clarion is the perfect place to do this. I jumped at the opportunity to join the team.

“Being involved with clients on a day-to-day basis at Clarion will greatly assist with my development in the world of financial planning. My ultimate goal is to lead the advice with my own portfolio of clients, and I am confident that Clarion is the ideal environment in which to develop the necessary skills to achieve this.”

If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email enquiries@clarionwealth.co.uk.

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