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The Clarion: our news and updates.

We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact RMS on +44 (0)161 927 3131 or clarion@thisisrms.co.uk.

Could you be our next Paraplanner?

At Clarion, we pride ourselves on providing best-in-class client relations. Our Paraplanners are crucial to us – and our valued clients – in being part of a team that delivers compliant, agile and leading financial plans. You’ll live and breathe our mantra of “GWC” – do you get it, do you want it, have you […]

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Category: Uncategorised

Business person working on laptop

Six Steps to Selling Your Business

Jonnie Whittle takes a closer look at the process of selling your business. Business owners and entrepreneurs are different from other people. Their talent lies in imagining a new solution or fresh approach that gives the world something it may not have realised it needed. Building a successful business demands total dedication. The business becomes […]

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Category: Business, Financial Planning

Jonnie Whittle, Managing Director and Ron Walker, Founder

Clarion Wealth Promotes Jonnie Whittle to Managing Director

Clarion Wealth has promoted Jonnie Whittle to the role of managing director. Jonnie, who first joined the business as a financial planner, will be responsible for supporting the growth of the firm, overseeing staff development and maintaining a high-quality service for all clients. He will also continue to work with individual clients to develop and […]

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Category: Our team news

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 8th November

The Clarion Investment Committee (IC) met on 8 November 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 IC discussed an overview of the global economy and agreed that the key points set out in the minutes of the last […]

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Category: Investment management

Stock market graph decreasing

30 Years on since Black Monday

In stock market terms, Black Monday refers to 19th October 1987 when stock markets around the world crashed losing huge value in a very short space of time. The crash began in Hong Kong spreading west to Europe and then on to America where the Dow Jones Industrial Average fell exactly 508 points, almost 23%. […]

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Category: Business, Investment management, Thought pieces

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: 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: Investment management

Interesting times…

Interesting times… “Like it or not we live in interesting times. These are times of danger and uncertainty, but they are also more open to the creative energy of men than any other time in history.” These are the words of President John F Kennedy in a speech more than 50 years ago, yet they […]

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Category: Business, Investment management, Thought pieces

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, Investment management, Thought pieces