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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The Clarion Way: what to expect from us and why we stand out

Peter Butcher is one of our Chartered Financial Planners who works with clients to give them a bespoke service – the Clarion Way. Peter said: “The real commodity that we offer our clients is our time. We have a rule at Clarion that is to keep a lower number of good quality clients, so we […]

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Category: Financial Planning, Investment management

Selling a business: maintaining an accurate financial plan

Peter Butcher is one of our Chartered Financial Planners who works to help successful business owners, company directors and professionals overcome the complexity and stress of managing money. Here, he explains his key strategy for clients looking to sell their business. Peter said: “I think one of the big things is if you can build […]

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Category: Business, Enough Now!, Financial Planning

Retirement: looking at what is best for you

Retirement is something that works differently for everybody. Here, one of our Chartered Financial Planners Peter Butcher explains how he works with his clients to allow them to make the most out of theirs. Peter said: “Retirement is a funny thing for people to get their head around and if they can try and prepare […]

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Category: Financial Planning

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

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