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.
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We are delighted to announce that our team has been enhanced with the appointment of Christine Martins as Adviser Client Support. Christine said: “I am enjoying this busy role, supporting the financial planners with the day-to-day administration involved in servicing our clients. With new business, there is always a lot of preparation, and a large and […]
Tags: ACS, adviser client support, new staff
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Our team news
Clarion has started 2022 with a newly expanded team to add strength to our promise of true lifelong financial planning for clients. We have increased our financial planning power by 20% with four new appointments; Chartered Financial Planner Ella Davies, Associate Financial Planner Jebun Kazi, Robin Townsend, Clarion’s first Compliance Director and joining the Adviser […]
Tags: appointments, expansion, new staff
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Our team news
We are delighted to announce Ella Davies as the latest Chartered Financial Planner to have been appointed at Clarion Wealth Planning. Joining Clarion after 11 years at another North West firm, Ella said: “I chose to join Clarion because of its professionalism. It absolutely aligns with my approach to true financial planning and the high […]
Tags: Chartered status, new staff, Women in finance
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Our team news
We are delighted to announce Robin Townsend has been appointed to a new role for Clarion Wealth Planning. Robin joined Clarion as Compliance Director at the beginning of November and brings a wealth of knowledge and experience with an extensive background in the financial services sector. Robin said: “It is fantastic to join the Clarion […]
Tags: Compliance, director, new staff
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Our team news
We are delighted to welcome Matthew Peoples as our new trainee associate financial planner. Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended. Matthew has a long-held interest in personal finance, which […]
Tags: Associate financial planner, new staff, trainee
Category:
Our team news