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National accolade for Clarion Wealth Planning

Clarion Wealth Planning is celebrating after its paraplanning team won a national accolade.

Cheshire-based Clarion scooped the Paraplanner Team of the Year honour at the Professional Paraplanner Awards 2022, which were held in London.

It was the first time the awards have been held in person since the start of the pandemic. They were judged by experts from across the industry.

Alistair Cartwright, head of advice delivery at Clarion, who leads the paraplanning team, said: “I am so happy and proud of the team for winning this award. I’m delighted that the hard work and care we put in on behalf of our clients has been recognised in the industry.”

Adam Wareing, operations director at Clarion, said: “It’s a fantastic achievement to be named team of the year. We have a brilliant team and this honour is external recognition of the high standards we hold.

“The way in which we operate means our paraplanners couldn’t have achieved this success without the assistance of our entire team contributing and working in harmony, so in this way it reflects the tremendous efforts of everyone at Clarion.”

Paraplanners at Alderley Edge-based Clarion work closely with the firm’s team of financial planners to help build bespoke financial strategies for clients.

Alistair said the firm’s highly-qualified and trusted paraplanners are the vanguard of Clarion’s advice process and use their technical skills to help clients achieve their objectives via lifelong cash flow planning.

“Alongside our financial planners, they build relationships with clients to find out what they really want and help them to achieve their goals,” he said.

“The pandemic has seen a sea change in terms of bringing new financial objectives to the fore, such as selling a business or helping children and grandchildren, and we have been able to help clients adapt their plans to accommodate their desires in a caring and professional way.

“Our team has grown in recent months with new staff and this award demonstrates that Clarion is a great place to be a paraplanner.”

Professional Paraplanner editor Rob Kingsbury said: “The Clarion team impressed the judges with the solidarity of the team, including their shared responsibility and accountability for the service they deliver. It was clear also that the team does not stand still but is always looking at how it can improve on the service it provides.

“What most impressed the judges was the team’s focus on ensuring the end client, the customer of the firm, receives the very best service and outcomes from the advice they are given.”

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Alistair Cartwright receives Clarion’s accolade from Mollie Thornton, senior investment manager at awards sponsor Parmenion

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