Category: Financial Planning

(Return to all News and Updates)

Covid-19 update: navigating a path through lockdown

As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]

Continue reading...

Tags: , , , ,
Category: Financial Planning, Investment management

Minutes of the Clarion Investment Committee April 2020

Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]

Continue reading...

Tags: , , , ,
Category: Financial Planning, Investment management

Keith Thompson

Market and economic commentary: Time to reflect

As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]

Continue reading...

Tags: ,
Category: Financial Planning, Investment management, Thought pieces

Keith Thompson arms folded in Clarion offices

Our chairman’s Easter coronavirus update

As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]

Continue reading...

Tags: , ,
Category: Financial Planning, Investment management

Video conference call on laptop in office

Minutes of the Clarion Investment Committee March 2020

Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: –  Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing […]

Continue reading...

Tags: , , , ,
Category: Financial Planning, Investment management

The Budget March 2020

Delivered against a backdrop of stock market turmoil and a deepening coronavirus crisis, Chancellor of the Exchequer Rushi Sunak’s first Budget could not have been more dramatic. The Bank of England announced an emergency rate cut just hours before Mr Sunak promised to do “whatever it takes” to protect the UK economy from the coronavirus […]

Continue reading...

Tags: , , ,
Category: Financial Planning

Family of four lying on a bed in black and white

Protecting ourselves and our family from the financial risks of future illness

Now, more than perhaps any other time in recent history, the nation’s thoughts are on the health and welfare of ourselves and our families. While health issues will understandably be at the forefront of our minds, there will without question, be a significant degree of concern regarding personal finances. Therefore, it feels relevant to give […]

Continue reading...

Tags: , , , ,
Category: Financial Planning

Clarion chartered financial planner status for the eighth year

We are proud to announce Clarion Wealth Planning has been awarded corporate Chartered financial planner status for the eighth year in a row. Fewer than 1,000 companies across the UK have been granted the prestigious status by the Chartered Insurance Institute (CII). Our director of operations Adam Wareing explained: “The accreditation is the gold standard […]

Continue reading...

Tags: , , ,
Category: Financial Planning, Our team news

Yacht sailing as the sun is setting

Saying enough is enough now and sailing off into the sunset

How do you know when the time is right to sell your business? Building a business from scratch or taking the family firm to the next level is all-consuming. You and your loved ones have made sacrifices every day to get to where you want to be. But how do you know when enough is […]

Continue reading...

Tags: , , ,
Category: Business, Financial Planning, Lifestyle

1 2 3 6