Category: Investment management

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Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee November 2019

Minutes of the Clarion Investment Committee held on 20th November 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00.   Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) […]

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Category: Financial Planning, Investment management

Couple driving sports car

Preparing to live longer

“Old Age is like everything else. To make a success of it, you have to start young”. These words of wisdom from former US President Theodore Roosevelt may resonate with many of us as we face retirement—especially as that timeframe is getting longer.  When the first UK state pension came into effect in January 1909, […]

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Category: Business, Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee October 2019

Minutes of the Clarion Investment Committee held on 16th October at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00.   Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]

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Category: Financial Planning, Investment management

emma-nunnerley-Clarion-Wealth-Planning

Estate planning – the residence nil rate band

The Residence Nil Rate Band (RNRB for short) was announced in the 2015 summer budget and came into effect on 6th April 2017. Despite the fact this was introduced almost two and a half years ago, it’s still an area of confusion for the majority of people. In this Question and Answer session, our Chairman […]

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Category: Business, Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee September 2019

Minutes of the Clarion Investment Committee on 16th September 2019 held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00.   Keith Thompson (KT) Chair/Director Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Alastair Cartwright (AC) Financial Planner (Clarion Wealth Planning) Jacob Hartley (JH) […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee August 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 22nd August 2019. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee July 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance   Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial […]

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Category: Financial Planning, Investment management

Clarion Fund Selection Process

Following on from our recent article on the Neil Woodford Funds and the reasons why we did not include these Funds in the Clarion Portfolios, we thought it might be helpful for our clients to understand the process followed by the Clarion Investment Committee and Fund Analyst when selecting and recommending Investment Funds. Of course, […]

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Category: Investment management

Notebook Clarion meeting minutes

Clarion Investment Committee – June 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance: – Ron Walker (RW) Director Jonnie Whittle (JW) Director Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) […]

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Category: Financial Planning, Investment management

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