True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: Women in finance

(Return to all News and Updates)

girls out loud meeting for new Big Sisters attended by Clarion Wealth's Ella Davies

Becoming a Big Sister: guiding the next generation of girls

Here at Clarion, we have always been a charitable firm. Over the years, through the Clarion Welsby Family Foundation, we have supported many small charities where we feel our involvement can make a real difference and help them springboard to the next stage. We are delighted to be sponsoring Clarion Chartered Financial Planner Ella Davies’s […]

Continue reading...

Tags: , , , , ,
Category: Community

Why we need more women in financial planning – as advisors and clients

As we approach International Women’s Day, our Chartered Financial Planner Ella Davies considers why women are less likely to engage a financial planner when they really should and how the financial sector needs to evolve to serve all of its clients.   When it comes to women’s finances, there is a lot of talk and […]

Continue reading...

Tags: ,
Category: Thought pieces

Clarion welcomes new Chartered Financial Planner

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 […]

Continue reading...

Tags: , ,
Category: Our team news

Back to the top of this page