Category: Investment management

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New year – what’s the (financial) plan?

With disruption and violence in the political capital of the US and rampant new variants of the coronavirus causing havoc in the UK and Europe, the first couple of weeks of the New Year seem every bit as depressing, if not worse, than the last few months of 2020.  But with a new US President and […]

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Category: Financial Planning, Investment management

Sam Petts of Clarion Wealth Planning

How to build an ‘all-weather’ portfolio for every outlook

Chairman of the Clarion Investment Committee and chartered financial planner Sam Petts shares his insight into investment strategies and wealth management, particularly in a time of turmoil.   In a post-pandemic world, what should wealthy individuals – or even those with extra money having sold a business for example – be investing their money in?  […]

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Category: Investment management

Clarion Investment Diary – December 2020

Minutes of the Clarion Investment Committee held at 1pm on 10th December 2020 by Video Link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]

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Category: Investment management

Stock market and economic commentary – December 2020

“With all the tragedies happening in the world, do not fret, we still have more than a few outstanding humans left paving the way for a better future.” – Elon Reeve Musk FRS, Founder & CEO of Tesla Inc Edinburgh’s Library of Mistakes holds a collection of more than 3000 books cataloging the financial folly […]

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Category: Investment management

The Clarion Way: Leaving no stone unturned

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee Sam Petts explains why Clarion is unique and what this means for clients. Sam said: “It all comes down to our bespoke service. Anyone who comes on-board […]

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Category: Financial Planning, Investment management

Selling a business: Avoid missed opportunities by using a Financial Planner

Sam Petts is a Chartered Financial Planner and Chairman of the Clarion Investment Committee, who works with business owners to develop bespoke and integrated plans to help them achieve their goals. Here, he explains his key advice for clients looking to sell their business. Sam said: “Try to start planning and seeking advice early. Don’t […]

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Family Finances: The mindset of investments and budgeting

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, who has worked in the industry for 20 years, explains his key strategies for getting a handle on family finances. Sam said: “I would always […]

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Category: Financial Planning, Investment management

Clarion is in the business of true lifelong financial planning, not just financial advice

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, explains what this means for our clients. So, what does Clarion mean by true lifelong financial planning? Sam said: “It starts with developing a bespoke […]

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Category: Financial Planning, Investment management

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

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