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Why Choose Clarendon?
Qualifications & Technical Knowledge
Frederick Hervey-Bathurst, Peter Pelly and Trevor Smith are Chartered Financial Planners, holders of the profession’s highest qualification, achievable only by rigorous examination.
Clarendon is convinced of the value to our clients of up to date, challenging professional qualifications. Peter Pelly has been involved in the setting of examinations for the Chartered Insurance Institute, and as a company, we are committed to supporting all employees who wish to develop their professional knowledge. Gary Walsh has qualified in employee benefits (group risk), trusts, investment portfolio management, and the highest level of pensions since joining Clarendon and will soon be eligible for Chartered status.
Lifetime Cash Flow Analysis
Clarendon’s commitment to investing in technology allows us to provide a lifetime cash flow analysis for each client using sophisticated computer software. This enables us not only to identify investment objectives, but to assess objectively the best way of achieving them. The system is also a useful tool in ascertaining an approach to investment risk.
Ground-breaking Approaches
Clarendon’s advisers have enquiring minds of which their continuing professional development is only one aspect. We challenge current fashions and apply fundamental economic principles to find creative solutions to our ever-changing world.
We invest, we do not speculate.
Stability
The Clarendon team started trading as Chestergate Financial Planning in January 1997 and reconstituted as Clarendon in 2011 following our demerger. The founding director remains fully committed to the business, with long-serving staff who understand the company’s ethos of client care. The advisers at Clarendon anticipate remaining in post for at least the next 15 years.
Understanding Client Needs
Clarendon’s staff have personal knowledge and experience of the many different objectives which are prioritised by our clients. Whether your interest is in keeping the family home, planning for school fees or ensuring a comfortable retirement, Clarendon’s staff will understand your concerns.
Independence
Clarendon provides independent, impartial advice. We offer advice and where appropriate find the most suitable product to meet the needs of our clients, from the simplest to the most complex financial instruments. Being independent financial advisers allows us to select from the widest possible range of investment managers and their offerings, rather than being tied to any one company’s products.
Informed Decision Making
All investment recommendations must be approved by our clients before action is taken. This ensures that clients fully appreciate the strategy and factors behind each decision.
Integrity
Clarendon does not hold client money and does not provide a discretionary service. Clarendon upholds the highest standards of professional conduct and we are proud of our Chartered Status.
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