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.
(Return to all News and Updates)
Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, explains what this means for our clients. So, what does Clarion mean by true lifelong financial planning? Sam said: “It starts with developing a bespoke […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
Peter Butcher is one of our Chartered Financial Planners who works with clients to give them a bespoke service – the Clarion Way. Peter said: “The real commodity that we offer our clients is our time. We have a rule at Clarion that is to keep a lower number of good quality clients, so we […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
Peter Butcher is one of our Chartered Financial Planners who works to help successful business owners, company directors and professionals overcome the complexity and stress of managing money. Here, he explains his key strategy for clients looking to sell their business. Peter said: “I think one of the big things is if you can build […]
Tags: financial planning, retirement, wealth management
Category:
Business,
Enough Now!,
Financial Planning
Retirement is something that works differently for everybody. Here, one of our Chartered Financial Planners Peter Butcher explains how he works with his clients to allow them to make the most out of theirs. Peter said: “Retirement is a funny thing for people to get their head around and if they can try and prepare […]
Tags: financial planning, retirement, wealth management
Category:
Financial Planning
Here one of our Chartered Financial Planners Peter Butcher explains his key tools for planning out family finances for life, the Clarion Way. Peter said: “At the top of my list of things for people to look into is their expenditure. From my point of view, if we know what a client’s expenditure is, then […]
Tags: family finance, financial planning, wealth management
Category:
Financial Planning
Clarion is in the business of true lifelong financial planning, not just financial advice, and here one of our Chartered Financial Planners, Peter Butcher explains what this means for his clients. Peter said: “The first thing is to understand the difference between financial advice and financial planning. “Financial advice is advising someone between the red […]
Tags: financial planning, wealth management
Category:
Financial Planning
What does the Covid-19 pandemic have to do with Capital Gains Tax? The coronavirus pandemic has had an unprecedented impact on public sector finances and will continue to do so for many years to come. Increasing Capital Gains Tax is one option available to the Chancellor of the Exchequer to help him balance the books […]
Tags: Capital gains tax, Coronavirus, financial planning, investments, portfolios
Category:
Financial Planning,
Investment management
“Common sense is genius dressed in its working clothes.” Ralph Waldo Emmerson, American philosopher Despite the imminence of Brexit and the political drama of the recent US Presidential election, the coronavirus pandemic continues to dominate headlines, in both the media and within financial markets. The post US Presidential election world is growing a little clearer, […]
Tags: Coronavirus, investments, portfolios, vaccine
Category:
Financial Planning
“Interest rates are to asset prices what gravity is to an apple. When there are low interest rates, there is a low gravitational pull on asset prices.” Warren Buffett In February 2009 when base interest rates had just been cut to 1% per annum, I had a friendly wager with an accountant friend about the […]
Tags: cash savings, inflation, interest rates
Category:
Financial Planning,
Investment management
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From the whole team at Clarion, merry Christmas and a happy new year.