Chartered Planner firm adds 4 new staff
Cheshire-based Financial Planning firm Clarion Wealth Planning has added four new staff as it continues to expand.
The Alderley Edge firm has recruited: Chartered Financial Planner Ella Davies, associate Financial Planner Jebun Kazi, Robin Townsend, Clarion’s first compliance director and Isabelle Spencer who joins its Adviser Client Support team.
Clarion founder Ron Walker said he was delighted to see 2022 start with a strengthened team.
He said: “Clarion Wealth Planning is going from strength to strength, and these appointments ensure that we will continue to provide a superlative service. We are delighted people of such calibre have become part of the Clarion Wealth Planning family.
"They have all already demonstrated their commitment to high quality financial planning and will be great assets to our clients.”
Ms Davies, the firm's new Chartered Financial Planner, says she hopes to help the company serve more female clients.
She said: “My personal objective is to help more female clients take control of their financial future. Female advisers are few and far between and female Chartered Fellows even more so. I think this is part of the reason women are less likely to seek financial advice so hopefully, I will be helping to change that.”
Associate Financial Planner Jebun, who will be working alongside Ella, achieved her Level 4 Diploma in Regulated Financial Planning from the CII last year and is now aiming for Chartered Status.
Isabelle Spencer, who joins the team from Royal London, and Robin Townsend, add further experience.