John Winstanley Email & Phone Number
Managing Director @ Clarion Wealth Planning Limited
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John Winstanley Location
- Alderley Edge, GB
John Winstanley Work
- 2025 -now Managing Director @
- 2020 -2025 Business Development Director and Chartered Financial Planner @
- 2019 -2020 Financial Planner @
- 2014 -2019 Independent Financial Adviser @
- 2012 -2014 Pensions Technical Support and Consultant @ Greystone Financial Services
- 2011 -2012 Associate Adviser @
- 2007 -2010 Personal Financial Adviser @
John Winstanley Education
- The Chartered Insurance Institute
Diploma in Financial Planning
2011-2012 - De Montfort University
(Advertising)
2010-2012 - Institute of Financial Services
(Certficate for Financial Advisers & Certificate in Mortgage Advice and Practice)
2005-2007 - Weaverham High School 2014
- The Chartered Insurance Institute
(Advanced Diploma in Financial Planning)
2014
John Winstanley Skills
- Investments
- Inheritance Tax Planning
- Pensions
- Wealth Management
- High Net Worth Individuals
- Trusts
- Financial Planning
- Retirement Planning
- Retirement Income Strategies
- SIPP
- Financial Services
- Estate Planning
- Protection
- Strategic Financial Planning
- Investment Strategies
- Small Business Financial Management
- Employee Benefits
- Financial Advisory
- Investment Advisory
- Portfolio Management
John Winstanley Summary
- John Winstanley, based in Alderley Edge, GB, is currently a Managing Director at Clarion Wealth Planning Limited. John Winstanley brings experience from previous roles at Clarion Wealth Planning Limited, Pareto Financial Planning Limited and Greystone Financial Services. John Winstanley holds a 2011 - 2012 Diploma in Financial Planning @ The Chartered Insurance Institute. With a robust skill set that includes Investments, Inheritance Tax Planning, Pensions, Wealth Management, High Net Worth Individuals and more. John Winstanley has 2 emails on RocketReach.
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Top Clarion Wealth Planning Limited Employees
John Winstanley
Managing Director
Alderley Edge, GB
Matt Sherratt
Director
Cheddleton, GB
Keith Thompson
Chairman
Alderley Edge, GB
Robin Townsend
Compliance Director
Alderley Edge, GB
Lloyd Parker
Associate Financial Planner
Manchester, England, GB
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