True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

(Return to all News and Updates)

Two investors looking at charts and tables.

Clarion Investment Diary – August 2025

The Clarion Investment Committee met on 21 August 2025. 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. Please click here to access our August Stock Market & Economic Commentary written by Clarion […]

Continue reading...

Category: Financial Planning, Investment management

An investor looking at an index on his phone.

Stock Market & Economic Commentary – August 2025

“The market cycle will once more prove to be the human-nature cycle; its economic background will have changed, but not its basic character nor the consequences of its character.” – Benjamin Graham (1894-1976), British-born American financial analyst, economist, accountant, and investor, widely known as the “father of value investing”. Lessons from Bridge I don’t play […]

Continue reading...

Category: Financial Planning, Investment management

A woman looking concerned at a document.

The long-term costs of playing it safe – how millions of savers are missing out on market gains

Millions of savers across the UK could be missing out on market gains by opting to play it safe and keep their money in cash accounts instead of making investments. While there are clear benefits of cash savings accounts – namely guaranteed interest and security – they are typically less likely to keep pace with […]

Continue reading...

Category: Financial Planning

An older man shaking hands with a younger man

5 ways business owners can reduce Inheritance Tax exposure post exit

After years of building your dream business, there may come a time when you’re ready to step away. Whether that means exploring a new venture, spending more time with loved ones, or simply enjoying the financial rewards of your hard work in retirement, this milestone marks the start of an exciting new chapter – but […]

Continue reading...

Category: Business, Financial Planning

Back to the top of this page