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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.

Keith Thompson, Clarion Investment Committee

Meet the Clarion Family

This month we meet Non-Executive Chairman, Keith Thompson, to find out how he took his first steps into financial planning, what inspires him and what he thinks makes Clarion so unique.

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – June 2018

Economic Outlook The Committee discussed the current economic and market outlook and the following is a brief summary of the key points however, please refer to the Half Yearly Market and Economic Commentary published alongside these minutes for more detailed information. Many market participants evaluate the risk profiles of their portfolios based on the widely […]

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Category: Financial Planning, Investment management

2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

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Category: Financial Planning, Investment management, Thought pieces

calculator, ruler and pen on graph paper

Predictions That Went Wrong

In the early 1970s two eminent American Psychologists conducted a survey about how people would remember their predictions about important forthcoming events.

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Category: Thought pieces

emma-nunnerley-Clarion-Wealth-Planning

Meet the Clarion Family

This month we meet Associate Financial Planner, Emma Nunnerley, to find out how she took her first steps into financial planning, what inspires her and what she thinks makes Clarion so unique.

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – May 2018

Economic Outlook  The Committee discussed in detail the current economic, political and investment climate, an overview of which is summarised below: While the valuations of some assets are stretched, there are still pockets of value which provide opportunity for investors. Quantitative Easing and a decade of low interest rates has distorted markets and pushed many […]

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Category: Uncategorised

businessman with child

Selling Your Business? Don’t Forget to Tell the Family

The decision to sell a business is not taken lightly. Aside from the financial complexities of the deal itself, there are many personal and emotional aspects to consider.

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Category: Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May In view of the Stock Market volatility in February, March and the early part of April, the Clarion Investment Committee (IC) felt it appropriate to hold an unscheduled meeting to review the performance of the Portfolio Funds with particular reference to the decisions taken at […]

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Category: Financial Planning, Investment management

Man writing in notepad

Sell in May and Go Away!

At this time of year, investors are reminded of the old stock market adage “Sell in May and go away, come back again on St Leger day”

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Category: Financial Planning, Investment management, Thought pieces

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