Clarion Wealth Planning / Charts new chapter through defining management buyout
Clarion Wealth Planning charts new chapter through defining management buyout
Alinea has guided Ron Walker, the owner of Clarion Wealth Planning ("Clarion") through a defining management buyout that preserves the firm's independence and values while setting the foundation for its next phase of growth.
"The Alinea team were tireless in their support, walking closely alongside me throughout this pivotal journey. Their dedication, availability and expert guidance right through to completion gave me complete confidence in achieving the best outcome for everyone involved. The deal has been met with a sea of goodwill, so I’m delighted" Ron Walker, Founder of Clarion Wealth Planning.
Founded in 1985 by Ron Walker, a pioneer of fee-based financial planning in the UK, Clarion has built an exemplary reputation for holistic, client-focused wealth management. From its base in Alderley Edge, the firm has fostered multi-generational client relationships built on trust, expertise and an unwavering commitment to excellence.
The transaction sees the existing management team, led by John Winstanley, acquire a majority stake while ensuring business continuity through Ron Walker's ongoing five-year involvement. This carefully structured deal maintains Clarion's cherished independence while empowering the next generation of leaders who have been instrumental in the firm's growth and success.
Commenting on the deal, Ron Walker said "This transition represents the perfect balance - preserving Clarion's values and independence while entrusting its future to a management team that truly embodies our ethos of compassionate, holistic financial planning."
Funding for the transaction was provided by NatWest Bank, with Aldo Palazzo and John Foster leading the banking team.
Alongside Alinea legal and tax advice was provided by Richard Griffiths, Joel Nixon, Richard Ferguson and Rachael Watkins from Higgs LLP. Laura McMorland and Jon Davage from Bermans supported the management team, while Brabners provided legal support to NatWest.