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Authoritative financial planning 

Clarion Wealth Planning develops and implements strategies that enable successful business owners to make the most of their wealth without the threat of running out of money. We take away the hassle that comes with having significant assets, leaving you to enjoy the fruits of your success to the full.

Our client relationships are lifelong but the period before, during and after an exit is a particular speciality.

We are a firm of Chartered Financial Planners. This title, conferred by the Privy Council, confirms that we follow a rigorous code of ethics and are committed working in a way that places clients' interests a the heart of everything we do.

To find out more about how Clarion Wealth Planning Limited can help you and your family make the most of your assets to live the life you want and deserve please call us on 01625 466 360.

Please note that contents of this website are intended to provide information only and should not be interpreted as advice or as an inducement to purchase units.

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. 

Clarion TV

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Investing a Lump Sum

We design investment portfolios that target clients' risk appetites, circumstances and life goals

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Inheritance Tax Planning

Our strategies legitimately maximise the proportion of your estate that your heirs can enjoy

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Your Tax Partner

From rebalancing assets to establishing trusts, we can help you implement the right tax solutions

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Retirement Strategy

We can develop a retirement income strategy to meet your needs and, if required, retain flexibility

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Divorce

From pre-settlement matters to pension sharing and beyond, our matrimonial experts are here to help

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Financial Planning Insights

Illuminating ideas from Clarion Wealth Planning's highly qualified financial planning experts

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  • Ron Walker

    Ron Walker


    Ron Walker is one of the architects of the modern financial planning industry and a founder member of the Institute of Financial Planning. He set up the Cheshire-based wealth management firm Clarion in 1985 after six years spent

    Contact Ron
  • Steven Walker

    Steven Walker


    Steven is a Chartered Financial Planner whose career in financial services spans almost 30 years. He started his career as a clerk at Eagle Star in Manchester in 1983 and joined Scottish Life as a broker consultant in 1986 where he enjoyed a very successful career until he left to join Clarion

    Contact Steven
  • Jonnie Whittle

    Jonnie Whittle


    Jonnie specialises in the affairs of business owners and their families, developing and implementing plans that enable them to make the most of their success at all stages of their life. The period around a business sale or liquidity event is an area of particular expertise and he is well known

    Contact Jonnie
  • Michael Brooke

    Michael Brooke


    Michael joined Clarion as a financial advisor in 1994. As well as comprehensive lifelong financial planning, he is a specialist in the pensions and retirement income markets.

    Prior to joining Clarion Michael worked for insurance company Commercial Union in a variety of roles, latterly as

    Contact Michael

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