True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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The Clarion Investment Committee convened an ad hoc meeting on the 3rd March 2026 to discuss the conflict in the Middle East, the potential ramifications and whether the situation warranted any portfolio action. Current situation Heightened tensions in Iran have reintroduced geopolitical uncertainty to global markets. Investors had anticipated potential strikes on Iran, but the […]
Category: Financial Planning, Investment management, Thought pieces
The Clarion Investment Committee met on 23 February 2026. 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. Please click here to access our February Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
UPDATE: This latest commentary was written before this weekend, and we will shortly send an update regarding the unfolding events in the Middle East. “The times I have been most wrong are the times I thought I was most right.” – Peter L Bernstein (1919-2009), American financial historian, economist, and investment manager, and one of […]
Category: Financial Planning, Investment management
After decades of hard work, it’s important to feel confident that your savings are sufficient for your retirement plans and will give you the freedom to achieve everything you hoped. For many people approaching this stage, the challenge is determining how much is “enough” to leave work and enjoy retirement comfortably. While some factors that […]
Category: Financial Planning
Helping to ensure the smooth and thoughtful transfer of wealth across generations is one of the main aims of financial planning. As such, it’s important to stay informed about any legislative changes that could affect the legacy you are able to leave to your beneficiaries. In the 2024 Autumn Budget, the government announced significant new […]
Category: Business, Financial Planning
Worrying that work is taking precedence over your personal life is a common concern, particularly among business owners. Your business may well be your passion, but your work is also there to help fund and support other aspects of your life. So, it’s important to consider how the two domains feed into one another and […]
Category: Financial Planning
2025 capped off a strong year for markets, though it was far from plain sailing. The first half of the year was marked by uncertainty and volatility. However, by the end of the year, markets had rallied and delivered some of their strongest returns in recent years. In many ways, 2025 serves as a clear […]
Category: Financial Planning
Selling a business is one of the most significant financial decisions you can make, and it’s also one of the most complex. Mistakes during a business sale can be costly, both financially and personally, so it’s important to get it right. Starting early and working with the right team of financial planners, accountants, and solicitors […]
Category: Financial Planning
Several important financial changes are on the horizon in the year ahead, and planning for them now can help ensure you remain efficient and well prepared. While tax rates, allowances, and regulations will always change, your long-term goals are likely to stay the same, with a few adjustments as your circumstances evolve. Financial planning is […]
Category: Financial Planning, Investment management