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.
(Return to all News and Updates)
We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022. Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London. Head of Advice Delivery and former winner of the Paraplanner of the Year […]
Tags: financial planning, Paraplanner of the year, Paraplanning
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management,
Our team news
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 […]
Tags: Associate financial planner, Clarion Family, Staff
Category:
Our team news
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 […]
Tags: appointments, expansion, new staff
Category:
Our team news
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 […]
Tags: Associate financial planner, new appointment
Category:
Our team news
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 […]
Tags: Compliance, New colleague, staff appointments
Category:
Our team news
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 […]
Tags: Clarion Family, New colleague, Staff
Category:
Our team news
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 […]
Tags: Chartered status, new staff, Women in finance
Category:
Our team news
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 […]
Tags: Compliance, director, new staff
Category:
Our team news
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 […]
Tags: Chartered status, financial planning, Staff
Category:
Our team news