Tag: clients

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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 […]

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Category: Our team news, Uncategorised

Has COVID-19 changed financial planning meetings forever?

Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]

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Category: Financial Planning, Thought pieces