True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

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What a Labour government could mean for your finances

In a decisive and historic victory, the Labour Party won the 2024 UK general election with a significant majority and Keir Starmer has become the UK prime minister after 14 years of Conservative government. The new chancellor, Rachel Reeves, has already pledged to “fix the foundations” of the British economy in a bid to drive […]

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Category: Financial Planning

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Clarion Investment Diary: June 2024

The Clarion Investment Committee met on 13 June 2024. 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. Economic, Political and Business Snapshot Economics US consumer confidence rose in May following three months […]

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Category: Financial Planning, Investment management

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Stock Market & Economic Commentary – June 2024

“Wealth is the ability to fully experience life.” Henry David Thoreau 1817-1862 American naturalist, philosopher, and author. He wrote the book “Waldon,” a refection upon simple living in natural surroundings. The UK General Election. At the time of writing this commentary, the results of the General Election are still unknown although a Labour victory, with […]

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Category: Financial Planning

A group of workers talk around a table.

How “salary sacrifice” could help you attract top talent and cut business costs

As a business owner, offering a competitive salary, enjoyable office culture, and flexible working are all effective ways to attract and retain top talent. But did you know that, for many job hunters, a good benefits package is their number one priority when choosing a new role? Indeed, People Management reports that 55% of younger […]

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Category: Financial Planning

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3 eye-opening reasons why “time in the market” normally beats “timing the market”

Bryan Cranston was 44 when he landed the role of Hal on Malcolm in The Middle. Eight years later, he’d go on to achieve international stardom as the fascinating anti-hero Walter White in Breaking Bad. But this success didn’t happen overnight. Prior to Malcom in The Middle, Cranston had been a jobbing actor for 20 […]

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Category: Financial Planning

general election sign in front of the Palace of Westminster

What the 2024 general election could mean for your finances

2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK will have their say on 4 July. Now that each of the main parties has published their manifestos, here’s what the 2024 general election could mean for your finances. Conservatives […]

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Category: Financial Planning

Clarion Investment Diary – May 2024

The Clarion Investment Committee met on the 16 May 2024. 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. Economic, Political and Business Snapshot Economics The UK economy grew by a greater-than-expected 0.6% […]

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Category: Financial Planning

Stock Market and Economic Commentary – May 2024

  “Our greatest freedom is the freedom to choose our attitude.” Viktor Emil Frankl (26 March 1905 – 2 September 1997). Austrian psychiatrist and Holocaust survivor. He founded Logo-therapy, a school of psychotherapy that describes a search for a life’s meaning as the central human motivational force. Logo-therapy is part of existential and humanistic psychology […]

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Category: Financial Planning

Aerial photo of the Italian town of Atrani.

Everything that Netflix’s Ripley can teach you about being vigilant for scams

The Talented Mr. Ripley, written by Patricia Highsmith, was first published in 1955. It introduced the world to the charismatic young con man Tom Ripley for the first time, but not for the last. Most recently, you may have been enjoying Andrew Scott’s portrayal of the fictional fraudster in the Netflix adaptation Ripley. Though a […]

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Category: Financial Planning

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