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| Additional information |
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| Clarion Wealth Planning Limited |
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Overview:
Clarion Wealth Planning Limited provides expert independent financial advice to high net worth individuals and specialises in the affairs of first and second-generation business owners. We are a firm of Chartered Financial Planners.
Enter our website to discover how you can enjoy the peace of mind that comes from knowing your finances and investments are managed in line with your individual circumstances, life goals and appetite for risk.
Clients of Clarion Wealth Planning Limited benefit from detailed financial plans and made-to-measure investment strategies that give them the confidence to live their lives to the full.
Cheshire-based Clarion Wealth Planning was awarded corporate Chartered status by the Chartered Insurance Institute in 2012, confirming its commitment to the highest standards of customer service and professional ethics.
Clarion Wealth Planning Limited is one of the original architects of the UK financial planning industry. Our managing director is a founder member of the Institute of Financial Planning. Our knowledge, qualifications and depth of experience mean that, whether you are looking for straightforward investment advice or the development of a holistic financial strategy to help you and your family plan for the decades ahead, you will benefit from our industry-leading expertise.
And, because we are independent of any product provider, and remunerated purely by client fees in respect of any investments we might arrange for you, you can always be confident that we represent your interests, and yours alone.
Clarion Wealth Planning's sister company, Clarion Investment Management Limited, is also able to manage investments on a discretionary basis.
This means that, should you want it to do so, Clarion Investment Management can construct and maintain an investment portfolio that is tightly aligned to your individual risk profile and responds to changes in the market as they happen.
Investment lies at the heart of most financial plans, but it is not the only aspect.
Because wealth brings with it responsibilities that last beyond your own lifetime, we are able to plan not just for your financial future but that of the generations to come, with a comprehensive estate plan for you and your family. This can include a wide range of Inheritance Tax (IHT) strategies.
Many wealthy individuals choose to use their resources for the benefit of others. We are able to advise on a range of options for philanthropy, from charitable giving and legacies to establishing trusts. Again, these strategies can be beneficial from an Inheritance Tax perspective.
We understand that one of the main concerns of individuals who are looking for financial advice is clarity. For this reason we provide our services under clearly defined propositions and will always ensure you have a clear understanding of what our fees will be, what they cover and how they are collected. |
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History:
Ron Walker founded the independent financial advice firm Hansard Financial Management in 1984, having previously worked for a life insurance company and come to the conclusion that clients both wanted and needed something more than the industry was at that time able to provide. That company changed its name to Clarion Financial Management Limited in 1993 and, in 1996, became known as Clarion plc.
Clarion plc began providing discretionary investment management services in early 2008, enabling it to construct highly responsive client portfolios.
In order to provide greater clarity to clients Clarion restructured its operations on 1 January 2013, and now provides financial planning and investment management services through two distinct companies. Clarion Wealth Planning Limited provides all financial planning and independent financial advice to clients while, where appropriate and by agreement, Clarion Investment Management Limited provides investment management services for clients' portfolios.
Since its foundation the Clarion brand has been based in the historic Cheshire market town of Knutsford. While our Cheshire location makes us a natural partner for clients in the North West of England, the area’s excellent links to motorway, rail and air transport networks mean we are able to service clients throughout the UK.
Clarion Wealth Planning, which is currently implementing an ambitious expansion plan, achieved company Chartered status in in 2012 – confirming our standing as one of the UK’s elite financial planning firms.
The prestigious title “Chartered Financial Planners” was awarded to us by the Chartered Insurance Institute (CII).
This title is only granted to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice.
Chartered firms must also follow a demanding code of ethical practice. This means they must work in a principled manner that places clients’ interests at the heart of the advice they give.
Chartered status – granted by the Privy Council – is the industry’s gold standard for financial planners. A Chartered title is a commitment to an overall standard of excellence and professionalism. |
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Formerly known as:
Hansard Financial Management
Clarion Financial Management Limited
Clarion plc |
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| Toll Free:
+44 800 6 800 800 |
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