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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At Clarion Wealth Planning, we place huge importance on long-term financial planning and the longevity of our client relationships. But this month we are also marking 10-year milestones for three of our colleagues too. Janet Crewe, Andrea Billington and Emma Nunnerley are celebrating their decade at Clarion. Advisor Client Support Janet has been in the […]
Tags: careers in finance, service, Staff
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Our team news
What is your role at Clarion? I am a Chartered Financial Planner, having joined the firm nearly 6 years ago. Since 2018, I have also been a member of the Clarion Investment Committee and in 2020 was appointed to the role of chairman to oversee the monthly meetings. You have been with Clarion for five […]
Tags: Chartered Financial Planner, Staff
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Our team news
Here at Clarion, we are a firm built on strong relationships. We pride ourselves on our personable approach and see the value in spending time getting to know our clients. It is equally important for our clients to get to know their Financial Planner and build a trusted relationship with them. In the first of […]
Tags: Chartered Financial Planner, Staff
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Our team news
Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]
Tags: careers, financial planning, qualifications, Staff
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Financial Planning,
Thought pieces,
Uncategorised
Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique… What is your role at Clarion? Associate Financial Planner […]
Tags: Associate financial planner, Clarion Family, Staff
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Our team news
Meet Isabelle Spencer What is your role at Clarion? Adviser Client Support How did you take your first steps into Financial Planning? I originally worked at Royal London in the retirement Pensions department, for four years before moving over to Clarion. Working at Royal London made me realise how important it was to provide everyone […]
Tags: Clarion Family, New colleague, Staff
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Our team news
Meet Peter Butcher What is your role at Clarion? Chartered Financial Planner. It’s a great role as I find helping my clients very rewarding. How did you take your first steps into Financial Planning? I graduated from university and got a place on a Graduate Development Programme for aspiring Financial Planners. The Graduate Programme allowed […]
Tags: Chartered status, financial planning, Staff
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Our team news
Emma Nunnerley has more than 20 years’ experience in the Financial Services sector. After administrative and trainee roles with companies in London and Manchester, and a break to go travelling, she joined Clarion Wealth Management eight years ago – and has never looked back. What do you enjoy about working at Clarion? “I have been […]
Tags: Associate financial planner, Staff
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Our team news
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From the whole team at Clarion, merry Christmas and a happy new year.