“It is important to know we can have adventures now but know we will also be OK if we live to 105.”
Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley.
The couple from North Wales, who have two children just finishing their GCSEs and A-levels, are no strangers to the financial sector having worked for Barclays Bank for a combined total of almost 50 years.
Before his retirement, Keith worked for Barclays for over 26 years, latterly as an Area Corporate Director covering South West London responsible for running a team of 50 people, and Sue for 22 years as the Assistant to the Agricultural Managers.
They both exude our philosophy of wanting to enjoy the serious business of life especially since Keith was given the all-clear from a bowel cancer diagnosis.
Here they tell us what they enjoy about working with John and Clarion:
Keith said: “Clarion’s statement of providing a service of true lifelong financial planning is not just for marketing purposes, it is not lip service, it is an accurate portrayal of what they do. I wanted to work with a financial planner that looked at our lives as a whole and not just year on year to understand what we really wanted, and John does just that.
“We first worked with John at a different firm but moved over with him as we trusted his way of working and trusted that he always had our best interests at heart and if he thought Clarion was the right company for him – then it was for us too.
“It has always been important in my own work to build relationships and I am passionate about getting a good service, so we very much appreciate Clarion’s attention to detail. John is confident and trustworthy, providing great advice through our changing circumstances, understanding our wants and needs for a secure future but also wanting to have a fun and full life with our family and friends. It is important to know we can have adventures now but know that we will also be OK if we live to 105!
“The communication we get from Clarion – in person, online, reports on investments, commentary articles and social media are fantastic. We always feel very well informed.”
Sue, who is semi-retired, added: “John really knows us as people, we feel very well looked after, it is a personal but professional service and we couldn’t recommend John and Clarion enough.
“We feel confident that we are getting a high-quality, bespoke service, but still feel like John is very approachable, nothing is too much trouble. We wanted a service that is simple and stress-free – as life can be complicated enough and certainly has been through Keith’s diagnosis and through the pandemic.
“Clarion has provided a fantastic service through Covid-19 – they have gone above and beyond our expectations.
“And the office is really the icing on the cake. It makes you feel special – comfortable and inviting but also luxurious – a real boutique feel. It is great to know we have someone like John who considers our needs, offering peace of mind with solid advice, and we trust him to do his best for us.”
Financial planner John Winstanley on working with Keith and Sue:
“It is important to myself and Clarion to provide the best service we can to clients, and this means dedicating time to really get to know each individual and their families as a whole unit to become a truly trusted partner and confidante. I want to ensure Keith and Sue and their family are free to fully enjoy today, knowing their future wealth is secure and that I will always be there for them to turn to, especially in times of need. That is the basis of true, lifelong financial planning.”
Clarion Wealth Planning are Chartered Financial Planners, specialising in true, lifelong financial planning and investment management. We develop, implement and monitor bespoke long-term plans for successful individuals and their families, specialising in business owners intending to exit or capitalise their business. Above all, we give our clients the certainty that they can enjoy life to the full now as well as long into the future because they have clarity and confidence about their future wealth.
Experience true lifelong financial planning at our cost: email firstname.lastname@example.org to book a free initial consultation meeting, which is backed by our Clarion Guarantee. Following the production of your lifelong financial plan, you can walk away with no fees to pay in the unlikely event that you do not value our advice or services.
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 email@example.com.