• Take the helm: enquire about becoming a client

  • Planning and delivering: enquire about becoming a client

  • Expertise applied. Receive our newsletter


What's your number? 

Clarion Wealth Planning Limited develops and implements strategies that enable successful business owners like you to enjoy your wealth to the maximum without ever having to fear that you will run out of money. We do this by building and implementing a comprehensive plan based around a dynamic lifelong cashflow forecast. As part of this we calculate your "number" - the capital sum required to maintain your desired lifestlye for the rest of your life.

Our client relationships are lifelong but the period before, during and after an exit is a particular speciality. We welcome new clients with investable assets of £1 million or more.

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 commited 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 live the life you really want without the anxiety that comes from uncertainty about your long-term financial position please call us on 01565 653804.

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

View our videos

Investing a Lump Sum

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

Learn More

Inheritance Tax Planning

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

Learn More

Your Tax Partner

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

Learn More

Retirement Strategy

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

Learn More


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

Learn More

Financial Planning Insights

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

Learn More
  • 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 Knutsford-based wealth management firm Clarion in 1985 after six years spen

    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
  • 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

Latest News