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.
“I have been lucky to receive a lot of support and encouragement from Clarion to advance my career and obtain qualifications. Achieving Chartered status in 2018 is the highlight of my career.
“I enjoy working closely with Chartered financial planner Sam Petts and adviser client support Carole Loynd, as well as the clients, and there is so much variety in the job.”
“Everything we do is for our clients’ best interests. My Clarion colleagues and I are dedicated to that. All staff members care a great deal about our clients. We really do get to know them all as individuals and what they want, need and care about in order to provide the highest level of service and care that we possibly can.”
“In order to deliver true financial planning, it’s really important to advise households rather than just one of the members of that household. Holistic financial planning and lifelong cash flow forecasting benefits whole families and helps plan for clients’ financial futures and goals.”
“Obtain qualifications – and get involved in community activities. Apart from the mental health and social benefits, it’s amazing who you can meet in your local community and the breadth of knowledge available, all of which will help you to advance your career.”
“I enjoy running, yoga and spending time with family. It is important we take our own advice. We want to look after our clients’ financial wellbeing so they can enjoy the serious business of life, and we have to get that balance right in our lives too so we can provide clients with the high-quality service they deserve.”
“My dad inspires me all the time. His work ethic is incredible and since retirement he has thrown himself into volunteering in the local community, getting involved in environmental groups, the church and even helping people with their energy bills, and he cycles to all the meetings.”
Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.
We develop, implement, and monitor bespoke long-term plans for successful individuals and their families, specialising in business owners intending to exit or capitalise their business.
Above all, we give our clients the certainty that they can enjoy life to the full now as well as long into the future, because they have clarity and confidence about their future wealth.
Experience true lifelong financial planning at our cost: email email@example.com to book a free initial consultation meeting, which is backed by our Clarion Guarantee. If you are not completely satisfied with the value of the service you have received after the fourth meeting, when you receive your strategic financial plan, we will waive all fees.
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 firstname.lastname@example.org.