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
(Football, Volunteering)
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
Monica Hope
Client Support Associate
Warrington, GB
John Winstanley
Managing Director
Alderley Edge, GB
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