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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Stock Market & Economic Commentary October 2023

Confucius, the great Chinese Philosopher, wrote this beautiful sentence back in 550 BC: “We have two lives; the second begins when we realise, we only have one”.   Events in Israel and Gaza continue to dominate news flow. We live in an information age where news of horrors is immediately transmitted around the world. But […]

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Category: Financial Planning

Tutor helping student

5 practical ways you can mitigate rising private school fees

As a parent, grandparent, or guardian, it’s likely that ensuring the children in your life are given the very best start is incredibly important to you. With education being a crucial part of any child’s development, paying for your loved one to attend a private school may be something you are considering, or already doing. […]

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Category: Community, Financial Planning

Young man relaxing in chair

How a financial planner can help you remain calm during market volatility

During periods of market volatility, emotions can play an important role in your investment decisions. For example, if fluctuating markets mean you’re concerned about your finances and whether you’ll be able to meet your financial goals, you could be more likely to make impulsive decisions about your investment portfolio. This may be due to the […]

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Category: Financial Planning

Senior woman looking concerned at paperwork

How to track down your lost pensions – and why you should

Like many people, you may well have saved money across multiple pension pots throughout your career. In fact, according to MoneyAge, 28% of UK adults have saved money across three or more pension pots during their working lives. It’s easy to see why you could misplace or lose track of previous pensions, especially when you […]

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Category: Financial Planning

Senior couple meeting financial adviser

5 highly useful ways you can reduce the Inheritance Tax payable on your estate

With Inheritance Tax (IHT) receipts reaching record highs in the 2022/23 tax year, you’ve perhaps never been more likely to leave your loved ones with a bill when you pass away. IHT is a tax on the estate, including possessions, money, property, and some lifetime transfers, of someone who has died. Yet, despite an increasing […]

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Category: Financial Planning

When financial planning is about more than just money

Clarion adds value to all our clients’ lives, but it can often be the non-financial ways that are the most life-changing. Catherine Parry was introduced to Clarion by her father when she bought her first property in 1997. Catherine, 51, is originally from Shropshire and her husband Gareth, 47, hails from North Wales. They met […]

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Category: Financial Planning

John Winstanley in suit and tie in Clarion offices

Autumn Statement is the prompt to review the structure of your wealth

Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]

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Category: Financial Planning, Thought pieces

Financial Planning Week 2022

To mark Financial Planning Week (3-9 October) we asked Clarion colleagues what they loved about the sector and their thoughts on this year’s FPWUK themes: busting financial planning myths and encouraging family conversations about finances. Ron Walker, Clarion Founder “I think one of the best parts of my job, and something that might sound counterintuitive, […]

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Category: Financial Planning

Ella Davies is interviewing her Clarion colleagues Jacob Hartley and Keith Thompson around a table in the Clarion boardroom

In Conversation: Keith Thompson and Jacob Hartley

Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]

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Category: Financial Planning, Thought pieces, Uncategorised

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