Clarion Wealth Planning Limited is a boutique firm of Chartered Financial Planners that specialises in financial planning for first and second-generation business owners.
Its sister company Clarion Investment Management is able, if appropriate and by agreement, to provide investment management services for clients' portfolios.
Clients of Clarion Wealth Planning Limited benefit from detailed financial plans and made-to-measure investment strategies that focus on the achievement of long-term goals and aspirations.
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. Its managing director is a founder member of the Institute of Financial Planning.
Clarion Wealth Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can view its entry on the FCA register here.