True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Our team news

(Return to all News and Updates)

Janet Crewe, Adviser Client Support at Clarion Wealth Management

Meet the Clarion Family

This month we meet our Adviser Client Support, Janet Crewe, to find out how she took her first steps into financial planning, what inspires her and what she thinks makes Clarion so unique.

Continue reading...

Category: Our team news

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

Continue reading...

Category: Financial Planning, Investment management, Our team news

We’re searching for a Technical Financial Planner

We’re searching for a Technical Financial Planner

Continue reading...

Category: Our team news

Could you be our next Paraplanner?

We’re on the lookout for a Paraplanner At Clarion, we pride ourselves on providing best-in-class client relations. Our Paraplanners are crucial to us – and our valued clients – in being part of a team that delivers compliant, agile and leading financial plans. You’ll live and breathe our mantra of “GWC” – do you get […]

Continue reading...

Category: Our team news

sam-petts-Clarion-Wealth-Planning

New addition as wealth planners Clarion continue to grow.

Clarion Wealth Planning has bolstered its team with the appointment of experienced financial planner Sam Petts. Sam has over 15 years’ experience in the financial planning industry, starting his career at Caroline Banks and Associates in Mayfair, before joining Killik & Co. where he worked for 12 years, most recently as a Partner and Head […]

Continue reading...

Category: Our team news

keith-thompson-Clarion-Wealth-Planning

Clarion has appointed Keith Thompson as non-executive Chairman.

Clarion has appointed Keith Thompson as non-executive Chairman. Keith is a highly-respected figure with an illustrious background in the wealth management industry. He has helped to build and grow two wealth management businesses and brings over 50 years’ experience to the role. Keith will be central to the delivery of Clarion’s long-term expansion strategy. After […]

Continue reading...

Category: Our team news

Back to the top of this page