True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022.

Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London.

Head of Advice Delivery and former winner of the Paraplanner of the Year award, Alistair Cartwright said: “I am so happy and proud of the team for winning this award. Winning an individual award is of course a great honour but to win a team award with the other AFPs, feels extra special.

“I’m glad the hard work and care we put into our work for our clients has been recognised in the industry.”

Alistair accepted the award on behalf of the team from Rob Kingsbury, Editor of the Professional Paraplanner magazine and Mollie Thornton, Senior Investment Manager of Parmenion, who sponsor the awards.

Rob Kingsbury said: “The Clarion team impressed the judges with the solidarity of the team, including their shared responsibility and accountability for the service they deliver. It was clear also that the team does not stand still but is always looking at how it can improve on the service it provides.

“What most impressed the judges was the team’s focus on ensuring the end client, the customer of the firm, receives the very best service and outcomes from the advice they are given.”

Clarion’s operations director Adam Wareing added: “It is a fantastic achievement. We have a brilliant team in place, certainly the strongest in my eight years at Clarion and this award is external recognition of the high standards to which we continue to hold ourselves.

“This is a paraplanning award so big congratulations to our AFPs, but the unique way in which we operate means we couldn’t have achieved this without everybody – Adviser Client Support, Associate Financial Planners, Compliance, Financial Planners, Finance, Operations, and Management – contributing and working in harmony.”

To find out more about Clarion’s award-winning commitment to true, lifelong, financial planning call +44 (0)1625 466 360 or email enquiries@clarionwealth.co.uk 

Photo caption: Mollie Thornton, Senior Investment Manager, Parmenion, who sponsor the Paraplanner Awards with Clarion’s Head of Advice Delivery Alistair Cartwright.


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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