Category: Our team news

We’re delighted to welcome Jacob Hartley to the Clarion family, who has joined as an Associate Financial Planner. Here, we find out how he took his first steps into financial planning, who has inspired him in life and what he thinks makes Clarion unique …

  • What is your role at Clarion?

I’m an Associate Financial Planner. Here, I work very closely with an adviser throughout the advice process. Our clients’ financial goals are the focus point throughout.

  • How did you take your first steps into financial planning?

I started out working for a firm as an office junior where I was answering the phones, scanning paperwork and doing the post. From there, I moved to the mortgage department where I completed my first Level 4 exam. I soon got a few exams under my belt and, along with my work efforts, I earned myself a place on the company’s graduate scheme.

Being on the graduate scheme meant I moved away from mortgages and my new focus was financial planning. I quickly developed a passion for this and carried on pushing with my exams whilst in an administrative role. I then became a Paraplanner at the firm, which helped push my knowledge on to complete the final exams required to make me a Fellow of the Personal Finance Society.

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

The main thing that made Clarion stand out to me is the company-wide focus on true financial planning. Through the use of cashflow software, we provide the important answers to clients and identify what is required for them to maintain and sustain their desired lifestyle. We are very focused and driven by our clients’ financial needs rather than simply product selling.

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

The biggest thing I have learnt so far is the importance of absorbing and documenting the finer details of our clients. The finer details leave the biggest impressions and plays a vital part in us getting a thorough understanding as to what is important to clients.

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

Like the majority of boys did in school, I always dreamt about becoming a professional footballer, or at least having some sort of career in sport. However, this wasn’t meant to be.

I was never very academic at school (mainly due to being lazy) but one thing I was good at was working with numbers. It therefore only felt right that I pursued a career in finance.

  • Who has inspired you in your life and why?

My family and the people I have had around me from a young age have been my inspiration without a doubt, in particular my parents. They both have a great work ethic and have shown me that you need to work hard for the luxuries in life. Not only this, they have provided me with endless support in everything I do.

  • What keeps you awake at night?

My girlfriend and I bought our first house around 18 months ago now. It took me a while to adapt to the responsibility and having to pay for bills etc. I would often lie awake at night not knowing what bills were going to come out and if they could be afforded. Now that we are used to our outgoings and are not expecting any nasty surprises, I rest easy at night.

  • Spring, summer, autumn or winter?

I would have to go with summer, without a doubt. The combination of warm weather (albeit this is a rarity in the UK), and the long days do it for me.


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 enquiries@clarionwealth.co.uk.

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