careers Archives

Ella Davies is interviewing her Clarion colleagues Jacob Hartley and Keith Thompson around a table in the Clarion boardroom

In Conversation: Keith Thompson and Jacob Hartley

Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]

Tags: careers, financial planning, qualifications, Staff
Category: Financial Planning, Thought pieces, Uncategorised

John Winstanley and Keith Thompson in suits in the Clarion Wealth Planning offices

Building strong relationships with clients, the Clarion way

Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]

Tags: careers, clients, financial services, team work
Category: Financial Planning, Our team news