We are marking Financial Planning Week by sharing our thoughts on the industry, what it means to us and this year's themes.
Look out for more from our colleagues over the next few days.
#FinancialPlanningWeek#FPWUK#FinancialPlanning
Clarion Chartered Financial Planner @CharteredElla explains the importance of having a business will to protect one’s business in the event of death in the latest edition of the STEP Journal: https://t.co/NrQm52Vje6
#STEPJournal#BusinessWills@STEPSociety
In our latest Clarion in Conversation, Chartered Financial Planner @CharteredElla talks about how she discovered her passion for getting the best results for clients, and how early personal failure can be a huge motivation to succeed: https://t.co/Z9yZV6NtdX
#Financialplanning
Ahead of Financial Awareness Day, we will be sharing our colleagues' favourite quotes about financial matters and the importance of understanding your money.
First up is one of our Chartered Financial Planners @CharteredElla.
#FinancialAwarenessDay
“No one has ever become poor by giving.” Anne Frank
Clarion's role in the community has never been clearer since the launch of our 'Best Service, Best Workplace, Best World' project.
Find out about good causes we support: https://t.co/NLZfys6NoX
#FinancialPlanning#Community
We are delighted Ella Davies, one of our Chartered Financial Planner has achieved a Distinction in the STEP Certificate for Financial Services - Trusts and Estate Planning qualification.
Congratulations Ella!
@STEPSociety#trusts#estateplanning#tax#professionalcredibility
Nearly 1 year ago, we lost our friend and Captain, Dan Bescoby.
Since then, various efforts from family of Dan, players from our club and others have raised over £71,000 for @TheChristie! This will go to helping those similar to Dan!
Well done to everyone involved! 💚
We are delighted to announce that Clarion Chartered Financial Planner @CharteredElla has been shortlisted for the @Profadviser Women in Financial Advice Awards 2022.
Ella is a FINALIST in the Financial Adviser of the Year - North West category.
#WIFA2022#womeninfinance
Clarion Chartered Financial Planner @CharteredElla explains how our cashflow modelling can help clients with complex finances visualise their financial future with confidence to fulfil their lifetime goals: https://t.co/bNzgUAbpK6
#cashflow#financialplanning
After a very turbulent month, our chairman Keith Thompson's in-depth look at the stock markets and global economic situation is essential reading, especially in light of the war in Ukraine.
https://t.co/lmTrBv3L4Y
#Ukraine#StockMarkets#Meta#Amazon
You will find we do things differently here at Clarion.
Find our more about the Planning and Strategy Phases in the unique Clarion client journey: https://t.co/dxyFhPBapt
#Clientrelationships#ClarionClient#FinancialPlanning
At a time in life when many would be considering downsizing the Glasses wanted and needed something different. Lifelong financial planning with Clarion made it possible for them: https://t.co/lxEglqsQSd
#FinancialPlanning