True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
(Return to all News and Updates)
This week is Financial Planning Week and October marks Financial Planning Month, so throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. Yesterday, John Winstanley, Financial Planner and Business Development Director at Clarion, shared our approach to true lifelong financial planning. Here he […]
Tags: family finance, financial planning, Financial Planning Week, life goals
Category:
Financial Planning
Today, also marks World Financial Planning Day: a day that aims to raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and professional financial planner who puts the clients’ interests first. So, throughout October we will be sharing content from our trusted team of financial […]
Tags: financial planning, Financial Planning Week, life goals, long-term, retirement, World Financial Planning Day
Category:
Financial Planning
After six months of learning new ways to work during lockdown, we are taking a moment to reflect on our values and how far we have come in 35 years of business. Clarion has been simplifying complex financial affairs for individuals and business owners with significant assets since 1985. Ron Walker, a founder member of […]
Tags: Anniversary, financial planning, founder, Ron Walker, Team Clarion, wealth management, well being
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Our team news
We are proud to announce Anna McKenzie has become diploma qualified. Our Associate Financial Planner achieved her Diploma in Regulated Financial Planning after two long years of study and six challenging exams. Anna said: “I feel really proud as it was hard work studying whilst working full time and looking after two young children and […]
Tags: diploma, financial planning, qualified, regulated financial planning, study
Category:
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
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Financial Planning,
Thought pieces
After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]
Tags: communication, Coronavirus, financial planning, new normal, relationships, service
Category:
Financial Planning,
Thought pieces
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
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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