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“You can tell whether a man is clever by his answers. You can tell whether a man is wise by his questions” Naguib Mahfouz Questions form a vital part of any successful advice relationship. For the financial planner, the right questions will provide invaluable insight into what is important to the client, helping to […]
Tags: advice, client relationships, financial planning
Category:
Financial Planning
“It is important to know we can have adventures now but know we will also be OK if we live to 105.” Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley. The couple from North Wales, who have two children just finishing their GCSEs and […]
Tags: client relationships, clients, family finance, financial planning, life goals
Category:
Financial Planning
Clarion Wealth Planning’s Business Development Director, John Winstanley, explains why the company has experienced a surge in their client base over the last 12 months. As a result of the global Covid pandemic, the past year has caused massive turbulence within all commercial sectors, but whilst many markets have reported decline and shrinkage, nearly half […]
Tags: client relationships, clients
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Our team news
Our business development director John Winstanley has been surprised to see a recent number of studies in industry media revealing shockingly high levels of ‘retirement regret’. As a financial planner, I feel incredibly sorry for these people when this feeling of regret can be so easily avoided. Clarion Wealth Planning clients have genuinely fulfilled retirements. […]
Tags: client relationships, investments, pensions, planning, retirement
Category:
Financial Planning,
Lifestyle,
Thought pieces
Clarion is in the business of true lifelong financial planning, and this week John Winstanley, Financial Planner and Business Development Director at Clarion, has shared what that means for family finances, retirement, and selling a business, as part of Financial Planning Month in October. Here John explains the Clarion Way of financial planning. […]
Tags: client relationships, financial planning, Financial Planning Week, life goals, The Clarion Way
Category:
Financial Planning