True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Uncategorised

(Return to all News and Updates)

Bradley Peet, a young man with brown hair and wearing a checked suit, is standing in the Clarion Wealth Planning offices

Bradley hits the ground running in new role

We are delighted to announce the arrival at Clarion of Bradley Peet, who has joined our team as an associate financial planner. He has been recruited to take up a role which became available following an internal promotion. Bradley has joined Clarion after more than three years at Carpenter Rees, which is based in south […]

Continue reading...

Tags: ,
Category: Our team news, Uncategorised

Ella Davies is interviewing her Clarion colleagues Jacob Hartley and Keith Thompson around a table in the Clarion boardroom

In Conversation: Keith Thompson and Jacob Hartley

Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]

Continue reading...

Tags: , , ,
Category: Financial Planning, Thought pieces, Uncategorised

Back to the top of this page