Clarion Wealth Planning Limited

Restricted - Whole of Market  Clarion Wealth Planning Ltd, Cheshire, Alderley Edge, SK9 7DZ
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FCA authorised
Last authorised 14th June 2021
The authority in personal financial planning and investment advice for successful business owners. Based in Cheshire, operating nationwide.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
Mr John Winstanley
Business Development Director
Mr Sam Petts FPFS
Chartered Financial Planner
Mr Peter Butcher FPFS
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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