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Finance Industry News

Trainee Associate Financial Planner joins Clarion Wealth Planning


Cheshire-based Clarion Wealth Planning has appointed a new trainee Associate Financial Planner.

Trainee Associate Financial Planner joins Clarion Wealth Planning


"Matthew is a great fit for Clarion because of his drive, determination, ambition, and attitude towards his work and people."
Adam Wareing, Operations and Compliance Director



Cheshire-based Clarion Wealth Planning has appointed a new trainee Associate Financial Planner.

Matthew Peoples, 21, was so eager to begin his career in the finance sector he completed his cybersecurity degree at Sheffield Hallam University early in order to join the Alderley Edge financial planners several weeks before the term officially ended.

Ambitious Matthew, from Heaton Moor, Stockport, has a long-held interest in personal finance, which led him to learn about the basic principles of financial planning from his own online research and reading guidance from financial experts.

He said: “I know where my heart is, finance was always on my mind.”

Matthew is looking forward to gaining qualifications and experience in a wide range of financial planning skills with Clarion.

He said: “I was drawn to Clarion because I admired the way they work with their clients for true lifelong financial planning. I am aiming to be a chartered financial advisor within five years.”

Clarion Wealth Planning are Chartered Financial Planners, specialising in lifelong financial planning and investment management.

Adam Wareing, Clarion’s Operations and Compliance director added: “Matthew is a great fit for Clarion because of his drive, determination, ambition, and attitude towards his work and people.

“We are expecting great things from him and this is the first step of our growth plans for 2021.”

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