Category: Financial Planning

(Return to all News and Updates)

Couple driving sports car

Saving Two Million Pounds in Inheritance Tax

This story of one Clarion client, who has been a friend and client of our Chairman, Keith Thompson for almost 40 years.

Continue reading...

Category: Financial Planning

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – October 2018

The committee discussed the current macro global economic environment and the upsurge in financial market volatility in recent weeks.

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – September 2018

The Committee had a full discussion regarding the current economic situation and positioning of financial markets.

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Interim Investment Committee Meeting – September

An Interim Investment Committee Meeting was held at the Clarion Offices on the 3rd September.

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – August 2018

Long term performance of the Clarion Portfolio funds remains strong and is comfortably ahead of the relative sector average.

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – July 2018

The key points discussed by the Committee were as follows:

Continue reading...

Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – June 2018

The Committee discussed the current economic and market outlook and the following is a brief summary of the key points.

Continue reading...

Category: Financial Planning, Investment management

2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

Continue reading...

Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

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.

Continue reading...

Category: Financial Planning, Investment management