Category: Our team news
I am an Adviser Client Support and responsible for providing daily administration support to all of our clients, advisers and other colleagues.
Having worked for Independent Financial Advisers for many years, Clarion is my first step into Financial Planning. It’s a totally different concept to independent financial advice, more detailed especially when it comes to lifetime cashflow planning for our clients.
We are a team of highly qualified professionals who, above all else, are dedicated to providing our clients with certainty and clarity regarding their individual financial positions, both now and in the future.
You have to remind yourself that things are constantly improving and moving forwards and it is imperative to keep up with the pace to ensure we provide the very best service.
A photographer, but I realised my artistic talents did not meet the mark!
All mountaineers inspire me because their footage takes me to all the places I would like to go to but would be impossible to get to.
Mistakes or if something appears to have gone wrong which can’t be rectified immediately.
Fell walking in the Lake District.
Spring
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