Knutsford-based financial planner, Clarion, has re-organised and re-branded.
It has divided its activities and now carries out its financial planning business under the Clarion Wealth Planning brand. Investment management is handled by Clarion Investment Management. All 13 staff have been transferred on the same terms and with no break in service, to one or other of the two new companies.
“As a fee-based, highly qualified operation we see the changes just imposed upon our industry by the Financial Services Authority’s Retail Distribution Review as a real opportunity to grow our business,” said managing director, Ron Walker .