True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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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 […]
Tags: Advise delivery, award, Paraplanner of the year, Paraplanning
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Our team news
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, […]
Tags: COVID 19, family, home office, Work from home, work life balance
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Lifestyle,
Our team news
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 […]
Tags: board, Directors, finance, financial planning
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Our team news
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 […]
Tags: Chartered Insurance Institute, Chartered status, financial planning, professional standards
Category:
Financial Planning,
Our team news
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 […]
Category: Lifestyle, Our team news
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 […]
Category: Our team news
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.
Category: Our team news
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 […]
Category: Our team news
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 […]
Category: Our team news