True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: Associate financial planner

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Jebun

Meet the Clarion Family: Jebun Kazi

Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique…   What is your role at Clarion? Associate Financial Planner […]

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Jebun

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 […]

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Meet the Clarion Family: Jacob Hartley

Meet Jacob Hartley, an Associate Financial Planner with Clarion Wealth Planning, who has been with us since 2019. Here, we find out how he took his first steps into financial planning, who has inspired him in life and what he thinks makes Clarion unique …

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Matthew Peoples standing in the Clarion Wealth Planning offices

Ambitious trainee associate financial planner appointed

We are delighted to welcome Matthew Peoples as our new trainee associate financial planner. Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended. Matthew has a long-held interest in personal finance, which […]

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Emma Nunnerley

Meet our associate financial planner Emma Nunnerley  

Emma Nunnerley has more than 20 years’ experience in the Financial Services sector. After administrative and trainee roles with companies in London and Manchester, and a break to go travelling, she joined Clarion Wealth Management eight years ago – and has never looked back. What do you enjoy about working at Clarion? “I have been […]

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