Clarion Wealth Planning Limited - Alderley Edge

Jane Young

Since moving over to Clarion, Colin and I have been delighted with both the advice and service we have received from John and team. All our interactions have been timely and personalised always with our wishes in mind. I would definitely recommend the Clarion team and especially John to anyone.

Michael Jones

Clarion were recommended to me by friends of ours and I would have no hesitation in recommending them to others. They have provided sound advice and present our financial situation and future in clear graphic terms. They are helpful and friendly and I enjoy our annual reviews.

David Holt

I have been a client of Clarion for several years and have found their advice to be invaluable.

Their range of services and perspective is different from the sales orientated Financial Advisors I have used in the past in that they advise on how your income, assets and investments can be maximised to fund your planned future.

Their funds are high performance and have generated excellent ROI’s to date.

The team there, in particular John Winstanley has been excellent. I have a good rapport with John and have built up an excellent level of trust with him over the years. John and Clarion are absolutely fundamental to us and I would highly recommend them to anyone looking for assured advice from real experts.

Stephanie Freeman

John Winstanley at clarion has been my financial advisor for some years now and I have always been very impressed by his ability to explain complex financial matters in a way that I can understand . He is extremely knowledgeable and I have felt very confident with his planning for my financial future. He has always provided me with sound financial advice. I feel that I can trust him and depend on him. He is always at the end of the phone if I have any questions and deals with my queries patiently and efficiently. I would thoroughly recommend him to anyone who is looking for a financial advisor .

howard glass

Sylvia and I have just met up with John Winstanley and his colleague Alistair for our annual financial planning appointment. On time as usual, John led the meeting in his very efficient way and answered and discussed all our queries to our satisfaction..We came away from the appointment feeling very buoyant regarding our financial status giving us the confidence to enjoy our lives and plan ahead with no worries.What more could we ask!.Clarion as a company have looked after us very well for many years now and we hope this association continues to prosper in the future.
Howard and Sylvia Glass

John Yates

Having recently become a client of Clarion I have been impressed with the highly professional way in which the transfer in of my fund and the establishment of a plan for investing for the future has been conducted. Jacob presents all the salient facts in a way that makes understanding the complexities of managing financial affairs through retirement most accessible. It has been a very comforting experience.

A K

As a relatively new customer to Clarion Wealth Planning, having been introduced to Jacob Hartley just over 12 months ago. We have found Jacob’s professionalism and attention to detail nothing short of exemplary. His depth of knowledge is excellent, and we always feel confident in the advice given. We would have no hesitation in recommending the services of both Clarion Wealth Planning and in particular Jacob.

Gaz Sutcliffe

We have dealt with Clarion for a number of years, we moved to Clarion to continue our excellent relationship with John Winstanley. We greatly value the advice and support John has given and continues to give us. We find John extremely knowledgeable, professional, approachable and friendly, which provide us with a great sense of confidence when managing all our financial needs.
We would not hesitate in highly recommending both John and Clarion.