Sam said: “It all comes down to our bespoke service. Anyone who comes on-board at Clarion has a team that makes sure we don’t miss anything or leave any stone unturned.
“We have a lot of technical knowledge, experience, people skills, and a lot of highly qualified individuals, up to the highest level of Chartered Financial Planners.
“We have a dual approach- a financial plan which is built, and then the investments that get plugged into that to meet an individual’s objectives over the long term. It’s a tried and tested approach with the firm having been around for 35 years and our investments around 12 years.”
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