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 met on 21 August 2025. 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 August Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
“The market cycle will once more prove to be the human-nature cycle; its economic background will have changed, but not its basic character nor the consequences of its character.” – Benjamin Graham (1894-1976), British-born American financial analyst, economist, accountant, and investor, widely known as the “father of value investing”. Lessons from Bridge I don’t play […]
Category: Financial Planning, Investment management
Millions of savers across the UK could be missing out on market gains by opting to play it safe and keep their money in cash accounts instead of making investments. While there are clear benefits of cash savings accounts – namely guaranteed interest and security – they are typically less likely to keep pace with […]
Category: Financial Planning
After years of building your dream business, there may come a time when you’re ready to step away. Whether that means exploring a new venture, spending more time with loved ones, or simply enjoying the financial rewards of your hard work in retirement, this milestone marks the start of an exciting new chapter – but […]
Category: Business, Financial Planning
The Clarion Investment Committee met on Thursday 17th July. The following notes summarise the main points of consideration in the Investment Committee discussions and have been updated to include commentary on recent events and the wider implications for financial markets. Please click here to access our July Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning
A 90th Birthday & tears in the House. After an exhilarating first half of 2025, July got off to an, err…. eventful start with a 90th birthday celebration and tears in the House of Commons. Although one of the oldest stock market indices in the world, few investors today pay much attention to the UK […]
Category: Financial Planning
In addition to being a tax-efficient way to invest for your future, pensions have also typically served as a valuable tool for passing on wealth, as they have traditionally fallen outside the scope of Inheritance Tax (IHT). However, one of the key announcements in last year’s Autumn Budget was that pensions will be liable for […]
Category: Financial Planning
Why timing, structure and planning are everything Selling your business is a major life event. For many, it represents the culmination of years of work, risk-taking and resilience. Done well, it can be an immensely rewarding moment. Done poorly, it can become a frustrating and costly experience. At Clarion, we help business owners approach exit […]
Tags: Business Sale, selling your business, Tax Traps, The Clarion Way
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Thought pieces
The Clarion Investment Committee met on 19 June. 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 June Stock Market & Economic Commentary written by Clarion Group […]
Category: Financial Planning