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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The Clarion Investment Committee met on 18 April 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics UK inflation fell to 3.2% in the 12 months […]
Category: Financial Planning, Investment management, Our team news
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 […]
Tags: Associate financial planner, team news
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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 […]
Tags: ACS, adviser client support, new staff
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Our team news
Andrea Billington, our operations support, has retired after ten years with Clarion. The team bade her farewell at a leaving lunch at our fabulous neighbours Gusto. Our founder Ron Walker said: “Andrea has been the friendly face that has greeted clients and visitors to our offices for a decade. “She has ably assisted in operational […]
Tags: retirement
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Our team news
At Clarion Wealth Planning, we place huge importance on long-term financial planning and the longevity of our client relationships. But this month we are also marking 10-year milestones for three of our colleagues too. Janet Crewe, Andrea Billington and Emma Nunnerley are celebrating their decade at Clarion. Advisor Client Support Janet has been in the […]
Tags: careers in finance, service, Staff
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Our team news
What is your role at Clarion? I am a Chartered Financial Planner, having joined the firm nearly 6 years ago. Since 2018, I have also been a member of the Clarion Investment Committee and in 2020 was appointed to the role of chairman to oversee the monthly meetings. You have been with Clarion for five […]
Tags: Chartered Financial Planner, Staff
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Our team news
If you need to speak to someone at Clarion urgently whilst the office is closed, please contact your adviser on their mobile phone.
Category: Our team news
Here at Clarion, we are a firm built on strong relationships. We pride ourselves on our personable approach and see the value in spending time getting to know our clients. It is equally important for our clients to get to know their Financial Planner and build a trusted relationship with them. In the first of […]
Tags: Chartered Financial Planner, Staff
Category:
Our team news
We are delighted to be able to feature this guest blog by Eleanor Moore, Director of Private Clients, at a partner organisation – Broadway Insurance Brokers. Here Eleanor talks about the art of insurance to ensure that you and your cultural keepsakes are covered. One of the foremost French artists of the 19th-century, Gustave Courbet, once remarked […]
Tags: financial planning, Paraplanner of the year, Paraplanning
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From the whole team at Clarion, merry Christmas and a happy new year.