New appointment: Meet associate financial planner Jebun Kazi

We are delighted that our financial planning team has been strengthened with the appointment of Jebun Kazi as Associate Financial Planner.

Jebun has joined Clarion after three years at a south Cheshire wealth management firm, latterly as paraplanner. She is looking forward to putting her skills into action for the benefit of our clients, particularly in estate planning.

Jebun said: “It is a great role with the Clarion team, combining all the aspects of paraplanning I enjoy such as research and report writing with increased client interaction and formulation of advice.

“I have worked a lot in the pensions field, and I am now looking forward to expanding my experience in estate planning. What I have come to realise is Clarion’s promise of true lifelong financial planning means so much more than just advising clients on the performance of their investments over the last year. Financial advice is just a part of a whole, bigger picture for us.”

Jebun, a University of Manchester Economics and Development Studies graduate, says she always knew her strengths lay in the financial sector.

“The development side of my degree went on to give me a much more rounded view of global affairs and their impact on economics.

“I always knew that university would not be the end of my education, I wanted to pursue professional qualifications. A career in finance demands a commitment to continued study which I really enjoy.”

Last year, Jebun achieved her Level 4 Diploma in Regulated Financial Planning from the CII and is now aiming for Chartered Status.

Jebun will be working closely with another new member of the team, Chartered Financial Planner Ella Davies, and Sharon Sutherland, Adviser Client Support.

Clarion founder Ron Walker said: “Jebun has already demonstrated her commitment to high-quality financial planning. We are looking forward to seeing her progress with Clarion Wealth Planning. Welcome to the team.”

Clarion Wealth Planning are Chartered Financial Planners, specialising in true lifelong financial planning and investment management.

Experience true lifelong financial planning at our cost: email enquiries@clarionwealth.co.uk to book a free initial consultation meeting, which is backed by our Clarion Guarantee.

Following the production of your financial plan, you can walk away with no fees to pay in the unlikely event that you do not value our advice or service.