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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Markets have seen a significant and rapid sell-off during the past four weeks as Covid-19 has moved from a distant threat to a local concern, causing growing fear and panic. The key points are summarised below and expanded later within this commentary by our chairman Keith Thompson. It is likely that markets have overreacted to […]
Tags: Coronavirus, stock markets
Category:
Business,
Investment management,
Thought pieces
We can’t pretend to have anything new to say about the coronavirus except that we hope our clients and their families are keeping safe and well and free from the disease. Also, like everyone else we hope the pain and suffering of those people affected by the virus will soon dissipate. In these difficult days […]
Tags: Coronavirus, investments, stock markets
Category:
Investment management,
Thought pieces
Minutes of the Clarion Investment Committee held at 1pm on February 13, 2020 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/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 Wareing (AW) Director of Operations (Clarion […]
Category: Financial Planning, Investment management
Minutes of the Clarion Investment Committee held 1pm on 16th January 2020 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/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 Wareing (AW) Director of Operations (Clarion Wealth […]
Category: Financial Planning, Investment management
Minutes of the Clarion Investment Committee held 11am on 11 December 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/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 Wareing (AW) Director of Operations (Clarion Wealth […]
Category: Financial Planning, Investment management
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) […]
Category: Financial Planning, Investment management
“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, […]
Category: Business, Financial Planning, Investment management, Thought pieces
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 […]
Category: Financial Planning, Investment management
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 […]
Category: Business, Financial Planning, Investment management, Thought pieces