True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Meet the team

 

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

Founder

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

Chairman

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

Director of Operations

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

Finance Director

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

Robin Townsend

Compliance Director

Robin Townsend is the Compliance Director for both the wealth planning and investment management businesses. He chairs the compliance committee and is part of the management team, providing important oversight of Clarion’s regulatory obligations.

Robin has worked in the financial services sector since 1994 and in a compliance role since 2001 working for London and Northwest based businesses. His experience has covered different types of organisations, meaning he has gained a breadth experience in his career so far.

Due to Clarion expanding, Robin joined in November 2021 and became our first Compliance Director. What attracted him to join was the opportunity to work with likeminded people who are passionate about doing the right thing and putting the interests of clients first.

Leisure and recreation activities also keep Robin busy. He enjoys spending time with his family, cycling, walking in the Lake District, and overseas travel.

John Winstanley

Business Development Director

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

 

Meet the rest of the Clarion team.

Sam Petts

Financial Planner

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.

Ella Davies –

Chartered Financial Planner

Ella Davies is a Chartered Financial Planner who specialises in unpicking complex retirement and estate planning cases. Ella works closely with family units helping them formulate their collective objectives, implementing an intergenerational plan with wealth preservation at the core. Ella is a true advocate of holistic financial planning and once a plan is in place, finds gratification in encouraging clients to enjoy their wealth and spend more money.

Ella has been involved in the finance sector since leaving university, achieving Chartered status in June 2013, and becoming a Fellow of the Personal Finance Society the following month. Joining Clarion after 11 years at another North West firm, Ella chose to join Clarion because of its professionalism.

“Clarion is absolutely aligned with my approach to true financial planning and the high standards I adhere to for my clients.”

Ella also has a special interest in promoting the interests of women, both as clients and within the profession.

“My personal objective is to help more female clients take control of their financial future. Female advisers are few and far between and female Chartered Fellows even more so. This is perhaps part of the reason women are less likely to seek financial advice so hopefully, I’m contributing to change that.”

Outside of the office, Ella enjoys renovating properties, travel and walking her dogs in the Lake District.

Book a free initial meeting with Ella.

Peter Butcher

Chartered Financial Planner

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.

Jacob Hartley –

Chartered Financial Planner

Jacob Hartley is a Chartered Financial Planner who works with business owners and their families to help create detailed financial plans, helping them make knowledgeable decisions about their wealth and lifestyle.

Jacob sees his role within a family’s financial planning as a privilege and enjoys assisting clients with their decision making and achieving their long-term goals.

Jacob began his career in financial services in 2015 and became the youngest Fellow of the Personal Finance Society (the highest UK advice qualification) in 2018.

Outside the office, Jacob enjoys holidays, long walks with his dog, playing and watching football as well as spending time with friends and family.

Contact Jacob on +44 (0)1625 466 360

Alistair Cartwright

Head of Advice Delivery

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. Alistair has achieved his Chartered Financial Planner Qualification in 2020 alongside becoming a fellow of the Personal Finance Society. Alistair also won the Professional Paraplanner – Paraplanner of the Year award in 2020.

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

Associate Financial Planner

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

Anna McKenzie –

Associate Financial Planner

Anna McKenzie is an Associate Financial Planner, supporting the wider Clarion team.

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

Jebun Kazi –

Associate Financial Planner

Jebun is an Associate Financial Planner supporting the Clarion team.

Jebun began her career within a national Wealth Management firm after completing her Economics degree in 2018, quickly picking up a passion for financial planning.

Jebun’s role as an Associate Financial Planner will see her supporting Ella Davies in delivering the best solutions to our clients, as well as continuing her studies towards Chartered status – the gold standard for professional financial planners in the UK.

Outside of the office, Jebun enjoys spending time with her family and trying out new recipes in the kitchen.

Matthew Peoples –

Trainee Associate Financial Planner

Matthew is a Trainee Associate Financial Planner who predominately aids Sam Petts whilst studying towards becoming a Chartered Financial Planner.

Matthew joined Clarion after completing his Degree in Cyber Security, as he found that he had a strong passion for financial planning and investments.

In his spare time, Matthew enjoys seeing friends, walking and cycling.

– Our support team –

andrea-billington-Clarion-Wealth-Planning

Andrea Billington
Operations Support

Andrea provides operation support to the Operations Director and also manages the front of house for Clarion. Andrea has extensive experience, previously working as a PA and secretary in a number of large organisations. Outside of the office she enjoys walking in the lakes, spending time with friends and family, gardening and the occasional voluntary beach clean.

janet-crewe-Clarion-Wealth-Planning

Janet Crewe
Adviser Client Support

Janet Crewe is an Adviser Client Support. Janet has over 30 years’ experience in the financial services industry, predominantly working with Independent Financial Advisers. Outside of the office she enjoys cycling, skiing and hill walking, as well as music and theatre.

Sharon Sutherland
Adviser Client Support

Sharon Sutherland is an Adviser Client Support. Sharon relocated from South Africa where she has almost 20 years’ experience in the Financial Services Industry, and is studying towards her UK qualifications. Outside of the office she enjoys most outdoor activities (camping, gardening exploring) as well as Stand Up Paddleboarding.

Isabelle Spencer - Clarion Wealth Management

Isabelle Spencer
Adviser Client Support

Isabelle Spencer is an Adviser Client Support and was originally introduced into the financial world via a pension provider, which led to working on various projects that ignited her interest in how finances can allow for a better quality of life. Isabelle is now learning the different components of the financial world and will be working towards gaining her professional qualifications. Outside of the office Isabelle enjoys dance, being in the outdoors, socialising and spending time with her family.

– Make an appointment –

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 enquiries@clarionwealth.co.uk


– Find out more –

 

Back to the top of this page