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“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
Category:
Our team news
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
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 […]
Tags: clients, communication, COVID 19, financial planning, lockdown, meeting, video conferencing, Zoom
Category:
Financial Planning,
Thought pieces