True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Our team news

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Clarion Investment Diary – April 2024

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 […]

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Category: Financial Planning, Investment management, Our team news

Bradley Peet, a young man with brown hair and wearing a checked suit, is standing in the Clarion Wealth Planning offices

Bradley hits the ground running in new role

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 […]

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Category: Our team news, Uncategorised

Christine Martins has long dark hair and is standing in front of deep red curtains in the Clarion Wealth offices

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 […]

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Category: Our team news

Andrea is sitting at a restaurant table with Ron Walker on the left and Keith Thompson to her right, Alistair Cartwright is leaning over behind her

Clarion says goodbye as Andrea retires

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 […]

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Category: Our team news

Three women - Janet, Emma and Andrea - standing side by side in business dress at Clarion's offices

Trio celebrate their decade with Clarion Wealth

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 […]

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Category: Our team news

Clarion Wealth Planning's financial planner Sam Petts stands in an offices in blue suit with arms folded.

Getting to know Clarion’s Chartered Financial Planner Sam Petts

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 […]

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Category: Our team news

Clarion’s Christmas Opening Hours

If you need to speak to someone at Clarion urgently whilst the office is closed, please contact your adviser on their mobile phone.

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Category: Our team news

Peter Butcher standing in a blue suit and red tie by a window in Clarion's offices

Getting to know Clarion’s Chartered Financial Planner Peter Butcher

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 […]

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Category: Our team news

GUEST BLOG: Broadway Insurance Brokers – The Art of Insurance

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 […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management, Our team news

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