Tags: Chartered Financial Planner, Staff
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Our team news
Here at Clarion, we are a firm built on strong relationships. We pride ourselves on our personable approach and see the value in spending time getting to know our clients. It is equally important for our clients to get to know their Financial Planner and build a trusted relationship with them.
In the first of a series of articles introducing our Financial Planners, we have a Q&A with Chartered Financial Planner Peter Butcher.
Peter joined Clarion in 2018, working to help successful business owners, company directors and professionals overcome the complexity and stress of managing money.
An ever-improving service that is shaped from the discussions that we have had with our clients over the years. Despite the fact that we already provide a high-quality service to all our clients, the whole team at Clarion are always trying to find ways to make the service that we provide in the coming year, better than the one that’s just been. It’s a high bar that we set ourselves and it’s not always easy to improve on, but that’s our focus.
That time is our most valuable asset and that we should all make a conscious choice about what we spend our limited time doing. At Clarion, we work with our clients to help them determine how they want to spend their time. We then tailor our advice to ensure that they spend as much of their time as possible doing the things they love.
There’s no doubt about it, times are difficult at the moment, but it helps reinforce the need for a robust financial plan. We can map out disaster scenarios for our clients and evolve our advice around the changing landscape.
More time – it’s the most valuable thing we have
I think different people inspire you in different ways. When you’re younger you are inspired by a role model’s example – but now, I’m inspired to be a role model for my daughter. She is what gets me out of bed in the morning – literally and figuratively!
Kelly Kapowski from Saved By The Bell
Taskmaster
If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email [email protected].
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