True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Our team news

Clarion Wealth Planning has bolstered its team with the appointment of experienced financial planner Sam Petts.

Sam has over 15 years’ experience in the financial planning industry, starting his career at Caroline Banks and Associates in Mayfair, before joining Killik & Co. where he worked for 12 years, most recently as a Partner and Head of Office of their Richmond Branch.

At Clarion, Sam will offer integrated financial planning solutions to business owners across the North West, designed to help them plan for the future and achieve their desired lifestyles.

Ron Walker, Managing Director at Clarion, said: “Sam’s in-depth knowledge of pensions, taxation and intergenerational planning, involving all members of a family in a plan, will serve to strengthen Clarion’s niche wealth planning services. His strong track record for building relationships with professional services partners will also be an asset to Clarion as we continue our successful expansion.”

Sam said: “I was attracted to Clarion’s comprehensive approach to financial planning. They help business owners achieve their long-term objectives by establishing key life goals to work towards. They create efficient solutions by addressing every aspect of the client’s lifestyle and I am looking forward to being part of the future development of the company.”

Sam joins Clarion during the latest phase of an ambitious growth drive, which will continue throughout 2017.

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