Category: Financial Planning

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Family Finances: planning for every eventuality

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 […]

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Category: Financial Planning

Lifelong Financial Planning: More than financial advice

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 […]

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Category: Financial Planning

What does the Covid-19 pandemic have to do with Capital Gains Tax? 

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 […]

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Category: Financial Planning, Investment management

Time to take the temperature of your investment portfolios

“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, […]

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Category: Financial Planning

Cash crisis – the risk of rock bottom interest rates

“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 […]

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Category: Financial Planning, Investment management

Woman reading a book while relaxing on tropical island. Koh Phangan island, Thailand

How to have retirement without regret

Our business development director John Winstanley has been surprised to see a recent number of studies in industry media revealing shockingly high levels of ‘retirement regret’.   As a financial planner, I feel incredibly sorry for these people when this feeling of regret can be so easily avoided. Clarion Wealth Planning clients have genuinely fulfilled retirements. […]

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Category: Financial Planning, Lifestyle, Thought pieces

Hand clasped at the Clarion boardroom table

The Clarion Way: True lifelong financial planning

Clarion is in the business of true lifelong financial planning, and this week John Winstanley, Financial Planner and Business Development Director at Clarion, has shared what that means for family finances, retirement, and selling a business, as part of Financial Planning Month in October.  Here John explains the Clarion Way of financial planning.     […]

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Category: Financial Planning

Business woman holding phone

Selling a business: planning for a smooth exit and a purposeful new beginning

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already spoken this week about true lifelong financial planning, family finances, and retirement. Today, he focuses on […]

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Category: Financial Planning, Lifestyle

Two older people walking on a beach

Retirement: plan for a fulfilling future and enjoy the now

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already shared his thoughts this week about true lifelong financial planning and family finances. Today, he focuses […]

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Category: Financial Planning