Category: Our team news

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Meet the Clarion family: Peter Butcher

Meet Peter Butcher What is your role at Clarion? Chartered Financial Planner. It’s a great role as I find helping my clients very rewarding. How did you take your first steps into Financial Planning? I graduated from university and got a place on a Graduate Development Programme for aspiring Financial Planners. The Graduate Programme allowed […]

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Meet the Clarion Family: Jacob Hartley

Meet Jacob Hartley, an Associate Financial Planner with Clarion Wealth Planning, who has been with us since 2019. 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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Many paper bags full of meals donated by Rob and Angels with support of Clarion Wealth Planning

Clarion: Investing in local communities

At Clarion we firmly believe it is important not only to invest our time and skills to provide our clients with a high-quality financial planning service but that, when appropriate, we should also invest in local communities. At the end of last year, we made a donation to a Wilmslow-based charity, Rob and his Angels, […]

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Matthew Peoples standing in the Clarion Wealth Planning offices

Ambitious trainee associate financial planner appointed

We are delighted to welcome Matthew Peoples as our new trainee associate financial planner. Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended. Matthew has a long-held interest in personal finance, which […]

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Emma Nunnerley

Meet our associate financial planner Emma Nunnerley  

Emma Nunnerley has more than 20 years’ experience in the Financial Services sector. After administrative and trainee roles with companies in London and Manchester, and a break to go travelling, she joined Clarion Wealth Management eight years ago – and has never looked back. What do you enjoy about working at Clarion? “I have been […]

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Good news in bad times: client surge in the pandemic

Clarion Wealth Planning’s Business Development Director, John Winstanley, explains why the company has experienced a surge in their client base over the last 12 months. As a result of the global Covid pandemic, the past year has caused massive turbulence within all commercial sectors, but whilst many markets have reported decline and shrinkage, nearly half […]

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John Winstanley and Keith Thompson in suits in the Clarion Wealth Planning offices

Building strong relationships with clients, the Clarion way

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 […]

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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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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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