True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: Chartered Financial Planner

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Clarion Wealth Planning's financial planner Sam Petts stands in an offices in blue suit with arms folded.

Getting to know Clarion’s Chartered Financial Planner Sam Petts

What is your role at Clarion? I am a Chartered Financial Planner, having joined the firm nearly 6 years ago. Since 2018, I have also been a member of the Clarion Investment Committee and in 2020 was appointed to the role of chairman to oversee the monthly meetings. You have been with Clarion for five […]

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Peter Butcher standing in a blue suit and red tie by a window in Clarion's offices

Getting to know Clarion’s Chartered Financial Planner Peter Butcher

Here at Clarion, we are a firm built on strong relationships. We pride ourselves on our personable approach and see the value in spending time getting to know our clients. It is equally important for our clients to get to know their Financial Planner and build a trusted relationship with them. In the first of […]

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