Category: Our team news

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A Day In The Life… John Winstanley

Our business development director John Winstanley opens the doors on his new work-from-home life. Now we are well into this second period of ‘lockdown’, I thought it would be interesting to share my personal experience of working from home. I have always been very routine-orientated and have strived maintain one while working from home. So, […]

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Category: Lifestyle, Our team news

John Winstanley and Matt Sherratt

Two new directors appointed to Clarion board

We are proud to announce the appointment of two new directors to our board. John Winstanley and Matt Sherratt joined our board of directors this month. John, 33, from Knutsford, takes up the role of business development director while Matt becomes finance director. Clarion CEO Ron Walker said: “We are proud to welcome our two new […]

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Category: Our team news

Clarion chartered financial planner status for the eighth year

We are proud to announce Clarion Wealth Planning has been awarded corporate Chartered financial planner status for the eighth year in a row. Fewer than 1,000 companies across the UK have been granted the prestigious status by the Chartered Insurance Institute (CII). Our director of operations Adam Wareing explained: “The accreditation is the gold standard […]

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Category: Financial Planning, Our team news

Under 7 Ashton on Mersey Football team standing in fromt of a football goal with orange and black kit on

Clarion kicks-off a new sponsorship deal with a grassroots football club

We are delighted to become official sponsors of an under-sevens grassroots football squad. Our new sponsorship deal with Ashton on Mersey Football Club means the under-sevens have been able to score a new kit for the whole section totalling 40 kids. Director of operations at Clarion, Adam Wareing, who also volunteers as the club secretary […]

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Category: Lifestyle, Our team news

Clarion Supports ‘Challenge 4 Change’

The Clarion team recently took part in a team away day. The day started with a competitive game of mini golf where our Director of Operations, Adam Wareing, was crowned victorious. The day’s activities required problem solving and team work to complete. The team tested out their nerves balancing on beams, swinging on ropes and […]

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Category: Our team news

Matt Sherratt Clarion Wealth Management

Meet the Clarion Family

This month we meet our Finance Manager, Matt Sherratt to find out how he took his first steps into financial planning, what keeps him awake at night and what he thinks makes Clarion so unique.

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Category: Our team news

Meet the Clarion Family – Jacob Hartley

We’re delighted to welcome Jacob Hartley to the Clarion family, who has joined as an Associate Financial Planner. Here, we find out how he took his first steps into financial planning, who has inspired him in life and what he thinks makes Clarion unique …

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Category: Our team news

Meet the Clarion Family

Meet Sharon Sutherland What is your role at Clarion? I am an ‘Adviser Client Support’, providing administration assistance to the adviser and paraplanner along with some additional duties. How did you take your first steps in to Financial Planning? In South Africa I started off in banking and worked there for around nine years. I […]

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Category: Our team news

adam-wareing-Clarion-Wealth-Planning

Meet the Clarion Family

Meet Adam Wareing What is your role at Clarion? Head of Operations. It’s my job to manage change and ensure we’re working efficiently to benefit our clients. How did you take your first steps in to Financial Planning? I fell into it! The reason I moved back to Manchester following my undergraduate degree in Sheffield […]

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Category: Our team news