Tag: Case study

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Dorothy and David Durling standing in their garden

We live the life we choose in retirement

“We have peace of mind that Clarion knows exactly what it is you are looking for and they know how to provide it.”   Meet Clarion clients – David and Dorothy Durling – who had never engaged the services of a financial planner before their tax accountant introduced them to Clarion just as they both […]

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Category: Financial Planning

Trust and confidence is key to our successful relationships

Meet Geoff Lord, who after a lifetime in the financial sector, values strong personal relationships when doing business – making Clarion a perfect fit for his family’s financial planning needs.  The retired stockbroker from Stockport and his wife of 42 years, Wendy, have been clients of Clarion Wealth Planning since 2017. The advice they receive has […]

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Category: Financial Planning