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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The Clarion Investment Committee met on 15 April 2025. The following notes summarise the main points of consideration in the Investment Committee discussions and provide information about our current investment strategy and fund performance. Please click here to access our April Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic & […]
Category: Investment management
As you progress through your career and continue earning more money, you may have already taken the time to understand how the UK’s tax system works. Much of it is relatively straightforward. However, for higher earners, a particular quirk can mean you face a larger-than-expected bill: the “60% tax trap”. This feature of the Income […]
Category: Financial Planning, Investment management
A smarter approach to Wealth Management At Clarion Wealth Planning, we take a different approach to building and preserving wealth. Our focus isn’t on quick wins or fleeting market trends—it’s about structuring financial plans that evolve with our clients, ensuring stability and growth through all stages of life. True financial planning isn’t just about making […]
Category: Investment management
As an investor, you know that past performance is not a reliable indicator of future results. However, when a particular stock is soaring, it can be difficult to ignore the hype and go against the crowd. But the above disclaimer is there for a reason and research shows that jumping on an investing bandwagon is […]
Category: Investment management
The Clarion Investment Committee met on 12 September 2024. 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. Economic, Political and Business Snapshot Economics The US Federal Reserve lowered its benchmark interest rate […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 18 July 2024. 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. Economic, Political and Business Snapshot Economics An IT outage hit organisations around the world, disrupting […]
Category: Financial Planning, Investment management
As a parent or grandparent, you want to give your child or grandchild the best chance of success in life. Helping them financially is one way you can support your children as they transition into adulthood and start their careers. You may be considering opening the so-called “Bank of Family” to help your adult children […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 13 June 2024. 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. Economic, Political and Business Snapshot Economics US consumer confidence rose in May following three months […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 18 April 2024. 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. Economic, Political and Business Snapshot Economics UK inflation fell to 3.2% in the 12 months […]
Category: Financial Planning, Investment management, Our team news