True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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“We have peace of mind that Clarion knows exactly what it is you are looking for and they know how to provide it.” Meet Clarion clients – David and Dorothy Durling – who had never engaged the services of a financial planner before their tax accountant introduced them to Clarion just as they both […]
Tags: Case study, investments, lifelong planning, retirement
Category:
Financial Planning
Meet Geoff Lord, who after a lifetime in the financial sector, values strong personal relationships when doing business – making Clarion a perfect fit for his family’s financial planning needs. The retired stockbroker from Stockport and his wife of 42 years, Wendy, have been clients of Clarion Wealth Planning since 2017. The advice they receive has […]
Tags: Case study, client relationships
Category:
Financial Planning
“In this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin, American statesman and Founding Father In the complex world of financial planning nothing is certain. We therefore regard our clients’ financial plans as “living documents” to be reviewed and adapted as families grow and goals change. However, the […]
Tags: gifts, Inheritance tax
Category:
Financial Planning
“You can tell whether a man is clever by his answers. You can tell whether a man is wise by his questions” Naguib Mahfouz Questions form a vital part of any successful advice relationship. For the financial planner, the right questions will provide invaluable insight into what is important to the client, helping to […]
Tags: advice, client relationships, financial planning
Category:
Financial Planning
“It is important to know we can have adventures now but know we will also be OK if we live to 105.” Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley. The couple from North Wales, who have two children just finishing their GCSEs and […]
Tags: client relationships, clients, family finance, financial planning, life goals
Category:
Financial Planning
What is happening? “I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more quantitative easing, a new potential infrastructure bill, a successful vaccine roll out and euphoria around the end of the pandemic, that the US economy will likely boom. This boom could easily run into 2023 because all spending […]
Tags: financial planning, inflation, investments
Category:
Financial Planning
“No man is an island entire of itself; every man is a piece of the continent, a part of the main.” – John Donne, poet, 1624 During the pandemic, the UK achieved its record number of millionaires ‐ ultra‐high net worth individuals (UHNWIs) as they are euphemistically called. Here at Clarion, we see things […]
Tags: family business, family wealth, inheritance, intergenerational wealth
Category:
Financial Planning
Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]
Tags: careers, clients, financial services, team work
Category:
Financial Planning,
Our team news
“The way I see it, if you want the rainbow, you’ve got to put up with the rain.” Dolly Parton, American singer and songwriter Just over 12 months ago the World Health Organisation issued a warning that the Chinese authorities had alerted it to an outbreak of “pneumonia of unknown cause” in Wuhan, until then […]
Tags: Brexit, debt, lockdown, pandemic, resiliance
Category:
Financial Planning