True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Our team news

Meet Janet Crewe

What is your role at Clarion?

I am an Adviser Client Support and responsible for providing daily administration support to all of our clients, advisers and other colleagues.

How did you take your first steps in to Financial Planning?

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.

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

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.

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

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.

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

A photographer, but I realised my artistic talents did not meet the mark!

Who has inspired you in your life and why?

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.

What keeps you awake at night?

Mistakes or if something appears to have gone wrong which can’t be rectified immediately.

Describe your perfect weekend

Fell walking in the Lake District.

Spring, summer, autumn or winter?

Spring


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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