Clarion Wealth Planning Limited

Independent Financial Adviser Clarion Wealth Planning Ltd, Overbank, 52 London Road, Cheshire, Alderley Edge, SK9 7DZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
The authority in personal financial planning and investment advice for successful business owners. Based in Cheshire, operating nationwide.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • School fees planning
Meet our advisers
Ronald Walker IMC Dip PFS
Managing Director
Steven Walker Chart FP
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Michael Brooke
Financial Planner & Pensions Specialist
Jonnie Whittle
Financial Planner
Where to find us

Clarion Wealth Planning Ltd, Overbank, 52 London Road, Cheshire, Alderley Edge, SK9 7DZ

Contact us
About us

Clarion helps current and former business owners enjoy their wealth to the full without ever running out of money.

We are market leaders in lifelong cashflow forecasting, providing clients with an authoritative picture of their financial futures and a solid basis on which to build a personalised investment strategy and comprehensive financial plan.

Clarion Wealth Planning has a sister company, Clarion Investment Management Limited, which where appropriate, designs and manages discretionary portfolios developed specifically to meet the goals set by the financial plans we develop for clients.

As well as investment strategy, another area in which we add significant value for entrepreneurs is in structuring their affairs to take maximum advantage of the tax reliefs and allowances available to them, particularly in the period leading up to and following a business exit.

Clarion was established in 1985 by Ron Walker, a founder member of the Institute of Financial Planning. It is a firm of Chartered Financial Planners and employs highly qualified financial planning experts at all levels within its front and back office teams.

Our services

Financial planning is the ongoing process by which we discover what you want out of life and then establish, implement and maintain a strategy to enable you to enjoy that lifestyle with the confidence that you can afford to do so.

Clarion Wealth Planning is the leading authority in this area, combining the highly qualified, hugely experienced individuals, proven tools and methods and long-term vision necessary to deliver a lifelong financial plan.

Three decades of experience have taught us that the clients who gain the most from working with us are business owners with significant assets and often complex affairs.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£1,000,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Clarion Wealth Planning Limited is authorised and regulated by the Financial Conduct Authority. Company registered in England number 6372922. Clarion Wealth Planning Limited, Marble Arch, King Street, Knutsford, Cheshire WA16 6HD.

Similar advisers near you

Independent Financial Adviser 1.73 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
Independent Financial Adviser 1.74 mi
 
 
Independent Financial Adviser 1.75 mi
Personal and bespoke whole of market investment management with independent financial planning. Offices in Wilmslow, Cheshire and Central London.
 
Independent Financial Adviser 1.76 mi
In 2018 McGarrie Vahey & Partners celebrated our 40th Anniversary and pride ourselves on helping clients achieve their objectives.