Category: Our team news

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Clarion celebrates 35 years in business

After six months of learning new ways to work during lockdown, we are taking a moment to reflect on our values and how far we have come in 35 years of business. Clarion has been simplifying complex financial affairs for individuals and business owners with significant assets since 1985. Ron Walker, a founder member of […]

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Category: Our team news

Anna McKenzie passes diploma in regulated financial planning

We are proud to announce Anna McKenzie has become diploma qualified. Our Associate Financial Planner achieved her Diploma in Regulated Financial Planning after two long years of study and six challenging exams. Anna said: “I feel really proud as it was hard work studying whilst working full time and looking after two young children and […]

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Category: Our team news

Carole celebrates her decade with the Clarion team

Adviser and client support Carole Loynd is celebrating ten years with Clarion Wealth Planning. She joined the team on August 8, 2010 and works closely with our Founder Ron Walker. Carole said: “I had been dealing with Ron for a number of years while working at one of the big Providers in Manchester so I […]

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Clarion rises to challenge to support Challenge 4 Change charity

We are delighted to have helped save a charity that supports young people who are struggling at school or becoming involved in crime from closing due to Covid-19. We donated £3,000 to Challenge 4 Change because we are passionate about investing in the future of young people in the North West. The charity, based in […]

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Category: Our team news

Clarion’s Head of Advice Delivery wins Paraplanner Of The Year

We are delighted to announce our Head of Advice Delivery Alistair Cartwright has landed a top financial industry award. He has been named Paraplanner of the Year (In House) in the prestigious Professional Paraplanner Awards 2020. There was a record number of entries to recognise the expertise of paraplanning, indicating a highly competitive field in […]

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Category: Our team news

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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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