True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Business

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A group of employees conduct a meeting.

Business owner? Why an Employee Ownership Trust might be a good exit route for you

If you’re a business owner who is looking to exit your business within the next five years or so, you may have considered selling your business to an Employee Ownership Trust (EOT). EOTs are a relatively new business structure, which could allow you to sell your business to a trust controlled by your employees. They […]

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Category: Business, Financial Planning

3 financial perks that could help your business to retain and attract great staff

Between January 2020 and October 2023, the number of job vacancies in the UK rose by 156,000. As reported by the Office for National Statistics (ONS), this influx of employment opportunities could cause a problematic decrease in competition for job hunters. And, as a result, this could create greater recruiting challenges for businesses. What’s more, […]

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Category: Business

Clarion Investment Diary – September 2023

The Clarion Investment Committee met on the 14th of September 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics The Office for National Statistics upgraded the […]

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Category: Business

Stock market & economic commentary – September 2023.

“Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.”   George Bernard Shaw Economic Update “Summer days are over; summer work is done. Harvests have been gathered, gaily, one by one”. With the dark nights of winter fast approaching, here is a short review of the main economic developments […]

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Category: Business

Mentally exhausted woman sitting at a desk

Are you psychologically ready to sell your business?

You may well have owned your business for decades, so you’ll no doubt have given it a great deal of thought before deciding to sell it and move on. Conversely, you may be looking to sell up after just a few years of running the firm because you feel the time is right to move […]

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Category: Business

GUEST BLOG: Broadway Insurance Brokers – The Art of Insurance

We are delighted to be able to feature this guest blog by Eleanor Moore, Director of Private Clients, at a partner organisation – Broadway Insurance Brokers. Here Eleanor talks about the art of insurance to ensure that you and your cultural keepsakes are covered. One of the foremost French artists of the 19th-century, Gustave Courbet, once remarked […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management, Our team news

Congratulations to our colleagues: Paraplanning Team of the Year 2022

We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022. Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London. Head of Advice Delivery and former winner of the Paraplanner of the Year […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management, Our team news

Entrepreneurs: how we grow and secure personal wealth to protect future finances

In the early stages of a new business venture, we often find that entrepreneurs are so focused on building and growing their new brand, that they neglect their personal finances. Here one of Clarion’s Chartered Financial Planner’s – Jacob Hartley – talks through how as a company we work with many young entrepreneurs and take on […]

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Category: Business, Creating Better Lives, Financial Planning, Investment management

Go with the flow: how cashflow modelling can bring peace of mind 

Chartered Financial Planner Ella Davies explains how our cashflow modelling can help clients with complex finances visualise their financial future with confidence to fulfil their lifetime goals.  As a business owner, it is common to have complicated finances, particularly if your business has been running for some years and your personal finances are intertwined.   We find […]

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Category: Business, Financial Planning

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