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.
(Return to all News and Updates)
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 […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
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 […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 19th November 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 […]
Tags: funds, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator
Category:
Investment management
“No one pretends that democracy is perfect or all-wise. Indeed, it has been said that democracy is the worst form of government except for all those other forms that have been tried from time to time.” – Winston Churchill The US Presidential election has been a welcome distraction during the national lockdown amid the ongoing […]
Tags: covid, democracy, US elections
Category:
Investment management
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 […]
Tags: Capital gains tax, Coronavirus, financial planning, investments, portfolios
Category:
Financial Planning,
Investment management
“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 […]
Tags: cash savings, inflation, interest rates
Category:
Financial Planning,
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 15th October 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 […]
Tags: funds, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator
Category:
Investment management
“Headlines, in a way, are what mislead you because bad news is a headline and gradual improvement is not.” Bill Gates, co-founder of Microsoft Foundation. Is it too bold to assert that we are reaching peak uncertainty? Possibly, although the impending conclusion of the US Presidential elections, ongoing Brexit negotiations, as well as lockdown restrictions […]
Tags: covid, Japan, no deal Brexit, US elections
Category:
Investment management
Meet Sam Petts, one of our financial planners, who also holds the important role as chairman of the Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]
Tags: funds, Investment committee, investments, markets, wealth management
Category:
Investment management