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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Jebun

Meet the Clarion Family: Jebun Kazi

Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique…   What is your role at Clarion? Associate Financial Planner […]

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Category: Our team news

Clarion invests in its team with four new appointments to start 2022

Clarion has started 2022 with a newly expanded team to add strength to our promise of true lifelong financial planning for clients. We have increased our financial planning power by 20% with four new appointments; Chartered Financial Planner Ella Davies, Associate Financial Planner Jebun Kazi, Robin Townsend, Clarion’s first Compliance Director and joining the Adviser […]

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Category: Our team news

Jebun

New appointment: Meet associate financial planner Jebun Kazi

We are delighted that our financial planning team has been strengthened with the appointment of Jebun Kazi as Associate Financial Planner. Jebun has joined Clarion after three years at a south Cheshire wealth management firm, latterly as paraplanner. She is looking forward to putting her skills into action for the benefit of our clients, particularly […]

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Meet the Clarion Family: Robin Townsend

Meet Robin Townsend What is your role at Clarion? Compliance Director How did you take your first steps into Financial Planning? As an Area Representative for a large product provider What do you think Clarion offers its clients that make it unique? Always putting the client’s best interests at the forefront of anything we do […]

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Meet the Clarion Family: Isabelle Spencer

Meet Isabelle Spencer What is your role at Clarion? Adviser Client Support How did you take your first steps into Financial Planning? I originally worked at Royal London in the retirement Pensions department, for four years before moving over to Clarion. Working at Royal London made me realise how important it was to provide everyone […]

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Clarion welcomes new Chartered Financial Planner

We are delighted to announce Ella Davies as the latest Chartered Financial Planner to have been appointed at Clarion Wealth Planning. Joining Clarion after 11 years at another North West firm, Ella said: “I chose to join Clarion because of its professionalism. It absolutely aligns with my approach to true financial planning and the high […]

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Clarion appoints new compliance director

We are delighted to announce Robin Townsend has been appointed to a new role for Clarion Wealth Planning. Robin joined Clarion as Compliance Director at the beginning of November and brings a wealth of knowledge and experience with an extensive background in the financial services sector. Robin said: “It is fantastic to join the Clarion […]

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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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