Meet the Clarion Family: Isabelle Spencer

Meet Isabelle Spencer

What is your role at Clarion?

Adviser Client Support

How did you take your first steps into Financial Planning?

I originally worked at Royal London in the retirement Pensions department, for four years before moving over to Clarion. Working at Royal London made me realise how important it was to provide everyone with an exceptional level of care when considering the financial aspect of their lives – this led me to realise that I want to gain the scope to help people further.

What do you think Clarion offers its clients that make it unique?

I believe that the method of how we tailor the financial plan, to also include personal goals and not just financial ones, is unique.

What is the biggest lesson you’ve learnt in your role?

To work as a team and find positive solutions to any challenge given.

When you were younger, what did you want to be when you grew up?

Farmer/Architect/Actress

Who has inspired you in your life and why?

Numerous individuals and for many reasons, I feel as though you can gain inspiration from anyone if you choose to look for it and remain positive.

What keeps you awake at night?

The thought of my future

Spring, summer, autumn, or winter?

Summer