Clarion welcomes new Chartered Financial Planner

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 standards I adhere to for my clients.”

She has been involved in the finance sector since university. Alongside studying for a business degree at Liverpool, she worked as a cashier in a building society before moving to the advice side after graduation.

Ella achieved Chartered status in June 2013, and became a Fellow of the Personal Finance Society the following month.

She said: “My primary focus is holistic financial planning and I specialise in unpicking complex retirement and estate planning cases. I work closely with family units helping them formulate their collective objectives for both existing and future generations, implementing an intergenerational plan which is reviewed regularly.

“The most rewarding part of my role is advising my clients that they have now reached financial independence whereby they are working because they want to, not because they have to. I also love to encourage my clients to spend more money and enjoy their wealth.”

Ella has a special interest in promoting the interests of women, both as clients and within the profession.

“My personal objective is to help more female clients take control of their financial future,” she said. “Female advisers are few and far between and female Chartered Fellows even more so. I think this is part of the reason women are less likely to seek financial advice so hopefully, I’m contributing to change that.”

Ron Walker, founder of Clarion Wealth Planning, said: “We are delighted someone of Ella’s calibre has become part of Clarion Wealth Planning. She will bring an additional dimension to our growing team and will be a great asset to our clients.”

Ella, 38, lives in Hale with her partner Rob. She enjoys walking their two dogs in the Lakes and renovating property.

Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.

Experience true lifelong financial planning at our cost: email enquiries@clarionwealth.co.uk to book a free initial consultation meeting, which is backed by our Clarion Guarantee.

Following the production of your financial plan, you can walk away with no fees to pay in the unlikely event that you do not value our advice or service.