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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.

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

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – April 2018

Economic Outlook  The Committee discussed an overview of the global economic environment the key elements of which as follows: The recent market volatility has continued to worry many investors as they struggle to assess the current economic backdrop. Perversely the February stock market falls followed good news. These falls were further exacerbated by the rising […]

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Category: Business, Financial Planning, Investment management

sam petts financial planner at clarion wealth management

Meet the Clarion Family

This month we meet Financial Planner, Sam Petts, 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

Financial crisis newspaper headlines

Goldilocks, Bears and Canaries

Lessons from History can often provide useful insights into how stock market investors might behave in the future. The turbulent period leading up to and including the financial crisis of 2007 to 2009 is a good example.

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Category: Financial Planning, Investment management, Thought pieces

Janet Crewe, Adviser Client Support at Clarion Wealth Management

Meet the Clarion Family

This month we meet our Adviser Client Support, Janet Crewe, 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: Uncategorised

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – March 2018

Review Risk Management, Eligibility and Investment and Borrowing Powers The Committee reviewed risk management, eligibility and investment & borrowing powers reports and confirmed that these were in order and no action was required. The relative VAR ratio for Prudence was 130 which is above the higher threshold of 120, however it is still significantly below […]

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Category: Business, Financial Planning, Investment management

Laptop Showing Stock Market Performance

Economic Outlook – March 2018

The Committee discussed the current economic and market environment and the following is a brief summary of the Committees views

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Category: Financial Planning, Investment management, Thought pieces

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