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.
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This week is Financial Planning Week and October marks Financial Planning Month, so throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. Yesterday, John Winstanley, Financial Planner and Business Development Director at Clarion, shared our approach to true lifelong financial planning. Here he […]
Tags: family finance, financial planning, Financial Planning Week, life goals
Category:
Financial Planning
Today, also marks World Financial Planning Day: a day that aims to raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and professional financial planner who puts the clients’ interests first. So, throughout October we will be sharing content from our trusted team of financial […]
Tags: financial planning, Financial Planning Week, life goals, long-term, retirement, World Financial Planning Day
Category:
Financial Planning
Minutes of the Clarion Investment Committee held at 10am on 20th August 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, investment, markets, Meridian, Navigator, Prudence
Category:
Financial Planning,
Investment management
Will capital gains tax (CGT) rise dramatically as the government attempts to claw back the cost of extra spending during the coronavirus pandemic? Last month Chancellor Rishi Sunak commissioned The Office of Tax Simplification (OTS) to investigate whether capital gains tax is ‘fit for purpose’. This surprise review of CGT could lead to higher taxes […]
Tags: Capital gains tax, revenue, Treasury, wealth tax
Category:
Financial Planning
The coronavirus pandemic and lockdown has been a strange and difficult time for all of us, not to mention also extremely sad for some people with life-changing events becoming common place. The crisis has meant that we have all come face to face with our own mortality and the isolation of lockdown has offered a […]
Tags: estate planning, inheritance, Tax, tax reform, wealth transfer
Category:
Financial Planning
Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]
Tags: clients, communication, COVID 19, financial planning, lockdown, meeting, video conferencing, Zoom
Category:
Financial Planning,
Thought pieces
After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]
Tags: communication, Coronavirus, financial planning, new normal, relationships, service
Category:
Financial Planning,
Thought pieces
Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]
Tags: Explorer, funds, investment, Meridian, Prudence, stock market
Category:
Financial Planning,
Investment management
As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]
Tags: adaptability, Coronavirus, COVID 19, economy, sales growth
Category:
Financial Planning,
Investment management