Category: Financial Planning

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Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 4th October

The Clarion Investment Committee (IC) met on 04 October 2017 to review the performance and composition of the Clarion Portfolio Funds. A summary of the Committee’s deliberations is detailed below. Economic Outlook The Committee discussed an overview of the global economic environment the key elements of which were as follows: The ‘Goldilocks’ economy—not too hot […]

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Category: Business, Financial Planning, Investment management

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes

The Clarion Investment Committee (IC) met on 13 September 2017 to review the performance and composition of the Clarion Portfolio Funds. A summary of the Committee’s deliberations is detailed below.  Economic Outlook  The Committee discussed an overview of the global economic environment the key elements of which were as follows; Previous committee comments regarding the Trump infrastructure […]

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Category: Business, Financial Planning, Investment management

Highs… and even more highs.

Highs… and even more highs UK Stock Markets have been hitting a series of all-time highs in recent months. It’s a similar story in both European and US markets. Reports in the financial press have often been euphoric. Stock Market highs shouldn’t really be newsworthy at all because by their very nature stock markets generally […]

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Category: Business, Financial Planning, Investment management, Thought pieces

A decade on from the global financial crisis…

A decade on from the global financial crisis… When two hedge funds backed by Bear Stearns collapsed in July 2007 because of their exposure to US subprime mortgages, only a handful of people realised this was ‘a dead canary in the coal mine’ event that would lead to a full blown international banking crisis, a […]

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Category: Business, Financial Planning, Investment management, Thought pieces

sam-petts-Clarion-Wealth-Planning

New addition as wealth planners Clarion continue to grow.

Clarion Wealth Planning has bolstered its team with the appointment of experienced financial planner Sam Petts. Sam has over 15 years’ experience in the financial planning industry, starting his career at Caroline Banks and Associates in Mayfair, before joining Killik & Co. where he worked for 12 years, most recently as a Partner and Head […]

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Category: Financial Planning, Our team news

Chris Pughe at Clarion

Meet Clarion’s Summer Intern: Chris Pughe

Meet Clarion’s Summer Intern: Chris Pughe Chris Pughe has joined Clarion Wealth Planning as a summer intern. Having completed two years of undergraduate study at the University of Newcastle for a degree in Economics and Finance (BSc), Chris is spending his internship providing additional support to Clarion’s Head of Operations, Simon Baggott, and working alongside […]

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Category: Financial Planning, Our team news

Clarion meeting hands

Groundbreaking business psychology research launched by Clarion.

Clarion has partnered with a group of business psychologists to explore the psychological impact of selling a business. Clarion has partnered with a group of business psychologists to explore the psychological impact of selling a business. The pioneering research project – Enough Now: The psychology of selling your business – will see business owners who […]

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Category: Business, Financial Planning, Lifestyle, Thought pieces

keith-thompson-Clarion-Wealth-Planning

Clarion has appointed Keith Thompson as non-executive Chairman.

Clarion has appointed Keith Thompson as non-executive Chairman. Keith is a highly-respected figure with an illustrious background in the wealth management industry. He has helped to build and grow two wealth management businesses and brings over 50 years’ experience to the role. Keith will be central to the delivery of Clarion’s long-term expansion strategy. After […]

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Category: Business, Financial Planning, Investment management, Our team news

jonnie-whittle-Clarion-Wealth-Planning

Clarion has appointed Jonnie Whittle as a Financial Planner.

Clarion has appointed Jonnie Whittle as a Financial Planner. Before joining Clarion Jonnie founded and managed Lasenby Knox, a wealth management and financial planning start-up. Prior to this he worked as a Director at Cameron Chase. Jonnie will work to enhance Clarion’s profile among high net worth business owners across the north west, as well […]

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Category: Business, Financial Planning, Our team news