News and press releases
Clarion Wealth Planning appoints senior financial planner
SPECIALIST WEALTH MANAGEMENT FIRM Clarion Wealth Planning has appointed Jonnie Whittle as a Financial Planner.
Before joining Clarion Jonnie founded and managed Lasenby Knox, a wealth management and financial planning start-up. Prior to this he worked as a Director at Cameron Chase.
Jonnie will work to enhance Clarion’s profile among high net worth business owners across the north west, as well as to expand the firm’s network of professional connections.
Ron Walker, Managing Director of Clarion Wealth Planning, said, “Jonnie has established a significant profile in the north west professional services and business communities that will be an asset to Clarion as we embark on an ambitious growth drive.
“He is highly experienced in advising hard-working, entrepreneurial business owners how to achieve their desired lifestyle. His knowledge and expertise of investment and cashflow management for business owners will strengthen Clarion’s niche wealth planning services.”
Jonnie said, “What attracted me the most to Clarion was how much emphasis the firm places on the interaction between its clients’ personal and business affairs. You have to understand both elements to advise business owners properly. I’m looking forward to working with clients to develop bespoke, long-term strategies that help them achieve exactly what they want from life.”
A former professional rugby player with a degree in physics from the University of Manchester, Jonnie joins Clarion during its latest stage of expansion, which the company plans to continue throughout 2017.
Based in Cheshire, Clarion is a boutique wealth management specialist with over 30 years’ experience helping hard-working business owners and their families to achieve the lifestyles they desire and deserve.
Notes to editors:
Established in 1985, Clarion Wealth Planning is a firm of Chartered Financial Planners that specialises in the affairs of successful business owners, former business owners and their families. Its client relationships are lifelong, with the period before, during and immediately after a business sale being a particular speciality.
Clarion’s service is based around each client’s unique profile, using sophisticated lifelong cashflow planning to form the bedrock upon which a comprehensive financial plan is structured, implemented and maintained.
Clarion acts as a personal finance director, providing a comprehensive, tailored wealth management service. The strategies it employs include: personal cashflow management; discretionary investment management; succession and retirement planning; tax and estate planning; cash deposit optimisation; philanthropy advice; and trustee services.
For more information visit www.clarionwealth.co.uk.