Clarion Wealth Planning Limited - Alderley Edge

Address: Overbank, 52 London Rd, Alderley Edge SK9 7DZ, United Kingdom.
Phone: 1625466360.
Website: clarionwealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 45 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clarion Wealth Planning Limited

☎️1625466360

⏰ Open Hours of Clarion Wealth Planning Limited

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Clarion Wealth Planning Limited

Clarion Wealth Planning Limited, located at Overbank, 52 London Rd, Alderley Edge SK9 7DZ, United Kingdom, stands out as a reliable financial planning service provider. With a phone number 1625466360 readily available for inquiries, potential clients can easily reach out to this esteemed firm. Their professional presence is further emphasized through their well-maintained website clarionwealth.co.uk, which likely offers comprehensive information about their services and expertise.

Features and Specialties

Clarion Wealth Planning Limited specializes in delivering personalized financial planning services, with Financial planner as their core expertise. This indicates that their team is well-equipped to guide individuals and possibly businesses through complex financial landscapes, making informed decisions that align with clients' long-term goals. Their services are not just about managing money but also about planning for the future with confidence and clarity.

Accessibility and Inclusivity

Notably, Clarion Wealth Planning Limited demonstrates a commitment to accessibility, offering wheelchair accessible parking lot, a wheelchair accessible restroom, and general restroom facilities. This thoughtful provision ensures that their services are accessible to everyone, reinforcing their dedication to inclusivity and customer comfort.

Client Testimonials and Reputation

The company boasts an impressive average opinion of 5/5 based on 45 reviews on Google My Business. Testimonials highlight a remarkable level of satisfaction with the service provided by John Winstanley, who is praised for being knowledgeable, professional, approachable, and friendly. Clients feel confident in managing their financial needs under his guidance, indicating a high level of trust and satisfaction with the services offered.

One potential client expressed, "We have dealt with Clarion for a number of years, and 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." Such glowing feedback underscores the company's commitment to building lasting, trusting relationships with their clients.

Recommendation and Contact Information

For anyone seeking professional financial planning services with a proven track record of excellence and client satisfaction, Clarion Wealth Planning Limited is highly recommended. Interested parties can explore more about their offerings and experience firsthand by visiting their website clarionwealth.co.uk. From their accessible location to their commitment to inclusivity and top-notch advice, Clarion Wealth Planning Limited seems to offer a comprehensive financial planning solution for all your needs.

Don't miss the opportunity to take control of your financial future with expert guidance. Contact Clarion Wealth Planning Limited today through their website to schedule a consultation and discover how they can help you achieve your financial goals.

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This structured response highlights the key features and characteristics of Clarion Wealth Planning Limited, emphasizes their commitment to accessibility and client satisfaction, and provides a compelling recommendation for potential clients to reach out through their website.

👍 Reviews of Clarion Wealth Planning Limited

Clarion Wealth Planning Limited - Alderley Edge

Gaz S.

5/5

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.

Michael J.

5/5

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.

Stephanie F.

5/5

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 .

John Y.

5/5

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.

5/5

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.

Jane Y.

5/5

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.

Jill A.

5/5

We have dealt with Clarion for a number of years. Our recent contact was with Jacob Hartley who ran our annual financial planning meeting at his offices.
Jacob has a wealth of knowledge and gives consistently accurate advice on our investments. He is very approachable and nothing is too much trouble for him.
The Company are extremely professional, trustworthy and know their clients.

Julian W.

5/5

We have now been clients of Clarion for the past 2 years having been with another wealth planning firm in Manchester, whom I would add looked after us very well for over 7 years. However our assigned advisor moved across to Clarion several years ago and following a further change in advisors at the Manchester firm we were contacted by our original advisor John Winstanley now at Clarion. We had no hesitation in moving across primarily because of John. We are now looked after by Jacob who like John is a consummate professional. Our last review in December confirmed our decision to transfer a couple of years ago.
We would highly recommend this firm and in particular both John and Jacob. The last few years has seen the financial markets dip but with Clarions’ and Jacobs’ reassurance we have felt in safe hands.

Linda Wilshaw