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 best thing about the future is that it comes one day at a time” Abraham Lincoln It is now just over six months since the World Health Organisation declared the human tragedy that is now known as Covid-19 a pandemic. The virus that has claimed over one million deaths and caused much suffering continues […]
Tags: Boris Johnson, Brexit, covid, deal, stock markets, trade, treaty, US elections
Category:
Investment management
Minutes of the Clarion Investment Committee held at 10am on 20th August 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: Explorer, investment, markets, Meridian, Navigator, Prudence
Category:
Financial Planning,
Investment management
“A real man smiles when in trouble, gathers strength from distress and grows by reflection.” Thomas Paine, political activist August is a time for reading and reflection. This year has turned out to be very different from what we expected. So much of our everyday reality has changed because of Covid-19. It has been a […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
Minutes of the Clarion Investment Committee held at 2pm on July 16, 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: Explorer, funds, Investment committee, Meridian, Navigator, Prudence
Category:
Investment management
There is no such thing as a rich pessimist – Max Warburg, German banker The year has only just passed the half-way mark but the history of Covid-19 and how it should best be combatted will not be written for a long while yet. The past few months have been an exceptional time for all […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
Minutes of the Clarion Investment Committee held on June 18, 2020, at 2pm 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: Explorer, investment, Investment committee, investors, Meridian, Prudence
Category:
Investment management
‘Navigator’ is the term used for someone who is responsible for the path or journey of a vessel or aircraft and the science around ensuring it gets from place to place, and to its eventual destination, safely. As such, Clarion’s new fund name fits well with the medium to long-term objective to provide a balance […]
Tags: investments, MGTS Clarion Navigator Portfolio, new fund
Category:
Investment management
Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]
Tags: Explorer, funds, investment, Meridian, Prudence, stock market
Category:
Financial Planning,
Investment management
Stock market and economic commentary: A realist adjusts the sails
“The Pessimist complains about the Wind; The Optimist expects it to change; The Realist adjusts the Sails.” William Arthur Ward, writer Despite the release of data showing the UK economy suffered a record contraction in activity in April and cautionary comments from the Chairman of the Federal Reserve Bank of America (Fed), the past few […]
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Tags: economic commentary, equity, investors, long-term, recovery, risk, stock market
Category: Investment management