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)
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 …
Tags: Associate financial planner, financial planning, investment
Category:
Our team news
At Clarion we firmly believe it is important not only to invest our time and skills to provide our clients with a high-quality financial planning service but that, when appropriate, we should also invest in local communities. At the end of last year, we made a donation to a Wilmslow-based charity, Rob and his Angels, […]
Tags: charity, community
Category:
Our team news
We are delighted to welcome Matthew Peoples as our new trainee associate financial planner. Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended. Matthew has a long-held interest in personal finance, which […]
Tags: Associate financial planner, new staff, trainee
Category:
Our team news
Emma Nunnerley has more than 20 years’ experience in the Financial Services sector. After administrative and trainee roles with companies in London and Manchester, and a break to go travelling, she joined Clarion Wealth Management eight years ago – and has never looked back. What do you enjoy about working at Clarion? “I have been […]
Tags: Associate financial planner, Staff
Category:
Our team news
Clarion Wealth Planning’s Business Development Director, John Winstanley, explains why the company has experienced a surge in their client base over the last 12 months. As a result of the global Covid pandemic, the past year has caused massive turbulence within all commercial sectors, but whilst many markets have reported decline and shrinkage, nearly half […]
Tags: client relationships, clients
Category:
Our team news
Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]
Tags: careers, clients, financial services, team work
Category:
Financial Planning,
Our team news
After six months of learning new ways to work during lockdown, we are taking a moment to reflect on our values and how far we have come in 35 years of business. Clarion has been simplifying complex financial affairs for individuals and business owners with significant assets since 1985. Ron Walker, a founder member of […]
Tags: Anniversary, financial planning, founder, Ron Walker, Team Clarion, wealth management, well being
Category:
Our team news
We are proud to announce Anna McKenzie has become diploma qualified. Our Associate Financial Planner achieved her Diploma in Regulated Financial Planning after two long years of study and six challenging exams. Anna said: “I feel really proud as it was hard work studying whilst working full time and looking after two young children and […]
Tags: diploma, financial planning, qualified, regulated financial planning, study
Category:
Our team news
We are delighted to have helped save a charity that supports young people who are struggling at school or becoming involved in crime from closing due to Covid-19. We donated £3,000 to Challenge 4 Change because we are passionate about investing in the future of young people in the North West. The charity, based in […]
Tags: Challenge 4 Change, charity, communication, leadership
Category:
Our team news
Our opening hours are as follows:
From the whole team at Clarion, merry Christmas and a happy new year.