Category: Financial Planning

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Dorothy and David Durling standing in their garden

We live the life we choose in retirement

“We have peace of mind that Clarion knows exactly what it is you are looking for and they know how to provide it.”   Meet Clarion clients – David and Dorothy Durling – who had never engaged the services of a financial planner before their tax accountant introduced them to Clarion just as they both […]

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Category: Financial Planning

Trust and confidence is key to our successful relationships

Meet Geoff Lord, who after a lifetime in the financial sector, values strong personal relationships when doing business – making Clarion a perfect fit for his family’s financial planning needs.  The retired stockbroker from Stockport and his wife of 42 years, Wendy, have been clients of Clarion Wealth Planning since 2017. The advice they receive has […]

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Category: Financial Planning

inheritance tax discussions

How we help our clients to navigate Inheritance Tax

“In this world nothing can be said to be certain, except death and taxes.”  Benjamin Franklin, American statesman and Founding Father    In the complex world of financial planning nothing is certain. We therefore regard our clients’ financial plans as “living documents” to be reviewed and adapted as families grow and goals change. However, the […]

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Category: Financial Planning

Big questions for better financial planning

“You can tell whether a man is clever by his answers. You can tell whether a man is wise by his questions”  Naguib Mahfouz   Questions form a vital part of any successful advice relationship. For the financial planner, the right questions will provide invaluable insight into what is important to the client, helping to […]

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Category: Financial Planning

A couple are pictured relaxed and smiling

Now we can have adventures until we are 105!

“It is important to know we can have adventures now but know we will also be OK if we live to 105.”                                     Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley. The couple from North Wales, who have two children just finishing their GCSEs and […]

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Category: Financial Planning

How to mitigate the effects of inflation on your assets

What is happening? “I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more quantitative easing, a new potential infrastructure bill, a successful vaccine roll out and euphoria around the end of the pandemic, that the US economy will likely boom. This boom could easily run into 2023 because all spending […]

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Category: Financial Planning

Black and white picture showing three generations of a family happy on a beach

Family wealth planning – the Clarion Way

“No man is an island entire of itself; every man is a piece of the continent, a part of the main.” – John Donne, poet, 1624   During the pandemic, the UK achieved its record number of millionaires ‐ ultra‐high net worth individuals (UHNWIs) as they are euphemistically called. Here at Clarion, we see things […]

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Category: Financial Planning

John Winstanley and Keith Thompson in suits in the Clarion Wealth Planning offices

Building strong relationships with clients, the Clarion way

Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]

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Category: Financial Planning, Our team news

Rainbow and rain over a calm sea

Stock market and economic commentary – January 2021

“The way I see it, if you want the rainbow, you’ve got to put up with the rain.” Dolly Parton, American singer and songwriter Just over 12 months ago the World Health Organisation issued a warning that the Chinese authorities had alerted it to an outbreak of “pneumonia of unknown cause” in Wuhan, until then […]

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Category: Financial Planning

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