• 

  Understanding Your Wealth seminar: register now

  Learn More

  Understanding Your Wealth seminar: register now

• 

  What's in your nest egg?

  Learn More

  What's in your nest egg?

• 

  Your money. For your life.

  Learn More

  Your money. For your life.

Welcome to Clarion 

Clarion Wealth Planning Limited is a firm of independent financial advisors. Our highly qualified, experienced financial planners are experts in managing the affairs of businesspeople and entrepreneurs.

Enter our website to discover how, since 1984, we have been designing financial strategies and investment portfolios for discerning individuals who expect the highest standards from all their professional advisors.

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 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.

In addition to all-encompassing financial planning we are able to help in a number of specialist areas, including:

• Financial advice for business owners
• Investment of suddenly acquired wealth (for instance an inheritance or proceeds of a business sale)
• Estate planning
• The financial implications of divorce
• Financial advice and investment management for victims of clinical negligence and serious personal injury.
• Funding long-term care
• Retirement income options

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.

For many clients the choice of retirement income is a key concern. Securing the right annuity rate from the right provider can make a significant difference to the income you enjoy in retirement. The Clarion Wealth Planning team includes industry-leading experts in the “at retirement” market who understand not only how to identify the right annuity product for you but also how to secure the best rate in a fast-moving marketplace.

We are equally expert in drawdown plans, for those clients who prefer to take an income direct from their pension savings rather than purchasing an annuity from a life insurance company. Because retirement nowadays is often rather more complicated than walking away with a final salary pension and a carriage clock on your 65th birthday, we are experts in arranging the many different permutations of retirement income that you may require.

Our clients have come into their wealth in a wide variety of ways. Many have sold businesses, others may have received a substantial divorce settlement – or need to reassess their affairs having just made one – and others may have inherited it.

We also have a number of clients for whom we manage the investment of awards they have received following cases of clinical negligence or personal injury. These include work for trustees and Court of Protection deputies.

Clarion’s advisors are also able to offer specialist advice on funding long-term residential care, whether for yourself or for a relative. We understand what a difficult time this can be and at all times do our best not only to come up with the solution that is in the best financial interests of your family but also to help alleviate as much as possible of the stress that inevitably accompanies decisions of this nature.

And, 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.

Whether you require a one-off service or are looking for a lifelong financial planning and investment management relationship, 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.

To find out more about how Clarion Wealth Planning Limited and Clarion Investment Management Limited can help you meet your financial goals, or to arrange a free no-obligation meeting either at our offices in Knutsford, Cheshire or at a convenient location for you, please call our friendly, expert team free on 0800 6 800 800.

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 Wealth Planning Limited is a company registered in England with the number 6372922. Clarion Investment Management Limited is a company registered in England with the number 07899035. The registered address of both companies is Marble Arch, King Street, Knutsford, Cheshire WA16 6HD.