Clarion hires financial planner from Killik

Petts spent 12 years at Killik

Tom Eckett
clock • 1 min read

Wealth management specialist Clarion Wealth Planning has hired Sam Petts as a financial planner.

Petts joins from Killik & Co where he spent 12 years, most recently as a partner and head of their Richmond office. In his new role at the Cheshire-based firm, Petts will provide financial planning solutions to business owners across North West England. This is the firm's latest hire after it appointed industry veteran Keith Thompson as non-executive chairman in February. Clarion managing director Ron Walker said: "Sam's in-depth knowledge of pensions, taxation and intergenerational planning, involving all members of a family in a financial plan, will serve to strengthen Clarion's ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

Standard Life CEO Andy Curran to retire

Standard Life CEO Andy Curran to retire

Leaves the provider after 35 years in retirement and savings sector

Jenna Brown
clock 28 January 2025 • 1 min read
People Moves: Evelyn Partners hires Bahador Mahvelati as COO

People Moves: Evelyn Partners hires Bahador Mahvelati as COO

Joins Evelyn Partners from PwC UK

Professional Adviser
clock 28 January 2025 • 1 min read
How paraplanners can stand out in today's job market

How paraplanners can stand out in today's job market

Plus, top tips for those looking to move into an adviser role

Jen Frost
clock 24 January 2025 • 3 min read