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Now, more than perhaps any other time in recent history, the nation’s thoughts are on the health and welfare of ourselves and our families. While health issues will understandably be at the forefront of our minds, there will without question, be a significant degree of concern regarding personal finances. Therefore, it feels relevant to give […]
Tags: Critical Illness Cover, Family Income Benefit, financial planning, Life Cover, Protection
Category:
Financial Planning
We are proud to announce the appointment of two new directors to our board. John Winstanley and Matt Sherratt joined our board of directors this month. John, 33, from Knutsford, takes up the role of business development director while Matt becomes finance director. Clarion CEO Ron Walker said: “We are proud to welcome our two new […]
Tags: board, Directors, finance, financial planning
Category:
Our team news
We are proud to announce Clarion Wealth Planning has been awarded corporate Chartered financial planner status for the eighth year in a row. Fewer than 1,000 companies across the UK have been granted the prestigious status by the Chartered Insurance Institute (CII). Our director of operations Adam Wareing explained: “The accreditation is the gold standard […]
Tags: Chartered Insurance Institute, Chartered status, financial planning, professional standards
Category:
Financial Planning,
Our team news