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

PortfolioMetrix names Alex Funk as CEO

PortfolioMetrix names Alex Funk as CEO

Founder Brandon Zietsman now executive chair

Jenna Brown
clock 13 November 2025 • 2 min read
Mattioli Woods co-founder steps down as CEO

Mattioli Woods co-founder steps down as CEO

Transition expected this month

Patrick Brusnahan
clock 13 November 2025 • 1 min read
People Moves: Quilter adds customer and risk chiefs in executive reshuffle

People Moves: Quilter adds customer and risk chiefs in executive reshuffle

Former Lloyds and LGIM leaders join the firm

Professional Adviser
clock 13 November 2025 • 1 min read