Category: Our team news

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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

Meet the Clarion Family

Meet Michael Brooke What is your role at Clarion? Financial Planner. How did you take your first steps in to Financial Planning? I started my career at Commercial Union in Birmingham, where I gained experience in a few different departments before being appointed the role of Regional Pensions Manager for the North West. I then […]

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Category: Our team news

Meet the Clarion Family

Meet John Winstanley What is your role at Clarion? Financial Planner How did you take your first steps in to Financial Planning? I joined HBOS at the age of 19 knowing that I wanted to pursue a career in financial advice. They put me through a robust training program to get me fully qualified and […]

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Category: Our team news

andrea-billington-Clarion-Wealth-Planning

Meet the Clarion Family

This week we meet Andrea Billington, Front of House at our Alderley Edge office.

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Category: Our team news

Meet The Clarion Family

This week we meet Alistair Cartwright, Associate Financial Planner at Clarion.

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Category: Our team news

carole-loynd-Clarion-Wealth-Planning

Meet the Clarion Family

Meet Carole Loynd, Adviser, Client Support at Clarion.

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Category: Our team news