Clarion are a small team of experts who are big on true lifelong financial planning and have been delivering this successfully since 1985 – you can find out more about what true lifelong financial planning means here.
Our aim is to help clients simplify the complex, gain clarity, confidence and certainty about their financial affairs; make better decisions and above all get on with the serious business of enjoying life.
You can find introductions to our financial planners and other staff members by scrolling down or clicking on the list of links below.
Ron Walker is the founder of Clarion Wealth Planning. He works with high net worth business owners to provide a comprehensive, tailored wealth management service so they can achieve the lifestyle they desire and deserve.
Ron founded the company in 1985 and has guided it from strength to strength over the last 35 years. He is one of the architects of the modern financial planning industry and a founder member of the Institute of Financial Planning.
Prior to founding Clarion, Ron spent six years with a national wealth management company, which left him highly trained but with a deep-seated belief that clients both wanted and needed more than the industry was able to offer at the time.
Over his career Ron has built an outstanding reputation and now deals with some of the most interesting and wealthy families in the region.
Outside of the office Ron is a keen sportsman whose interests include running, cycling and kite surfing. The rest of his spare time is spent holidaying with his wife and two grown up daughters.
Contact Ron on +44 (0)1625 466 360
Keith Thompson is the Non-Executive Chairman at Clarion. He works with the management team to help drive the delivery of Clarion’s long-term growth strategy.
After founding and managing Taylor Knowles Financial Planning Ltd, a leading financial planning business in Lancashire, Keith went on to become a founding director of Altrincham and London-based Greystone Financial Services. He spent more than 20 years at Greystone, acting as Chairman from 2001.
As well as his work with Clarion Wealth Planning, Keith also plays a leading role within its sister company, Clarion Investment Management. This business provides discretionary investment management services designed specifically for clients of Clarion Wealth Planning.
Keith joined the Clarion team because he respected their comprehensive approach to financial planning, putting clients’ long-term aims first and helping hard-working business owners articulate and then achieve what they want from life.
Outside of the office, Keith and his wife are active members of Hale Golf Club. Keith enjoys keeping fit and walking, particularly in the Lake District where he was born.
Contact Keith on +44 (0)1625 466 360
Adam Wareing is our Director of Operations as well as being a Chartered Financial Planner, Certified Financial Planner and a Fellow of the Personal Finance Society.
As a holder of the prestigious Certified Financial Planner (CFP) accreditation, the international gold standard of financial planning, Adam passionately believes in the real value of goals orientated advice over traditional product sales based advice; he believes that this leads to much better outcomes for clients. It was Adam’s dedication to this belief that led to him winning the coveted IFP’s Paraplanner of the Year award.
Adam has over 15 years’ experience in financial services and, before joining Clarion in 2014, ran his own Lifestyle Financial Planning practice in South Manchester.
Outside Clarion, Adam is the Club Secretary for a grassroots football club with over 500 members but his biggest passion is coaching football. He currently holds the FA Level 2 coaching badge and finds it particularly rewarding seeing children develop skills that can be used in later life as well as on the football pitch.
Contact Adam on +44 (0)1625 466 360
Matt Sherratt is a chartered accountant and the Finance Director at Clarion. He works to oversee all finance and accounting at Clarion and is a member of the compliance committee.
After qualifying as a chartered accountant in 2005, Matt moved out of practice and into the financial services industry gaining experience within the industry across a wide range of areas including accountancy, regulatory and investor relations.
Matt joined Clarion at the start of 2015 due to the Clarion’s approach to lifelong financial planning and client relationships.
Outside of the office, Matt enjoys spending time with his two children, as well as cycling and running.
Contact Matt on +44 (0)1625 466 360
John Winstanley is a Financial Planner and our Business Development Director. He works with successful individuals and their families to help them realise their financial ambitions and personal goals, whilst enjoying their wealth along the way.
John has worked in Financial Services since 2004, beginning his advisory career in 2007 at a large national bank. John joined Clarion in February 2019, having previously worked as an Independent Financial Adviser for a regional firm.
John’s specialisms include business succession and exit planning, investment and tax management and inter-generational estate planning.
Outside of the office, John is kept busy by his young family. In his spare time, he enjoys keeping fit, holidaying with his family and attempting to play golf.
Book a free initial meeting with John
Sam Petts is a Financial Planner who works with business owners and their families to develop bespoke, integrated plans in order to achieve their life goals.
Sam started in the industry at Caroline Banks and Associates in Mayfair and quickly developed key skills in delivering bespoke solutions to families. He then spent 12 years with Killik & Co, progressing to the role of Partner and Head of the Richmond Branch.
Sam specialises in intergenerational planning involving all members of the family, as well as utilising all available allowances in the most tax efficient means.
Sam is also experienced in forging essential links with key advisory professionals in the region.
Sam decided to join Clarion because it was important to “work for a company that prides itself on being a leader in their space, who have developed a service level for clients second to none and have the reputation to match”.
Outside of the office, Sam enjoys spending time with his young family, as well as watching Lancashire Cricket Club play and supporting local charities.
Book a free initial meeting with Sam.
Peter Butcher is a Chartered Financial Planner who works to help successful business owners, company directors and professionals overcome the complexity and stress of managing money.
Peter began his career in financial services in 2013 and achieved his Chartered Financial Planner qualification. He became a fellow of the Personal Finance Society in 2016.
In his spare time, Peter enjoys seeing friends, playing football and spending time with his young family.
Book a free initial meeting with Peter.
Alistair Cartwright is our Head of Advice Delivery. Alistair also works with business owners and their families to help create detailed financial plans and help them make knowledgeable decisions about their wealth and lifestyle.
Alistair began his career in financial services in 2013 and joined the Clarion family in 2018. He is currently working towards Chartered status – the gold standard for professional financial planners in the UK.
Outside the office, Alistair is a passionate sportsman with a keen interest in football, golf and running.
Contact Alistair on +44 (0)1625 466 360
Emma Nunnerley is an Associate Financial Planner and works alongside the Financial Planners. Emma has 20 years’ experience in the financial services industry and achieved Chartered Status in 2018. Outside of the office she enjoys running, yoga and spending time with family.
Contact Emma on +44 (0)1625 466 360
Jacob Hartley is an Associate Financial Planner who works with business owners and their families to help create detailed financial plans and help them make knowledgeable decisions about their wealth and lifestyle.
Jacob began his career in financial services in 2015 and a became the youngest fellow of the Personal Finance Society (the highest UK advice qualification) in 2018.
Outside the office, Jacob enjoys playing football as well as spending time with friends and family.
Contact Jacob on +44 (0)1625 466 360
Anna McKenzie is an Associate Financial Planner, supporting the wider Clarion team whilst working towards Associate Financial Planner status.
Anna has over 15 years’ experience in the financial services industry, having previously worked as a personal finance manager. Outside of the office, Anna enjoys spending time as a family, going on holiday and socialising with friends.
Contact Anna on +44 (0)1625 466 360
To find out more about our services please do call to arrange an appointment with one of our expert financial planners, +44 (0)1625 466 360 or email us an enquiry at firstname.lastname@example.org