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)
As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]
Tags: adaptability, Coronavirus, COVID 19, economy, sales growth
Category:
Financial Planning,
Investment management
Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]
Tags: Explorer, funds, investment, Meridian, Prudence
Category:
Financial Planning,
Investment management
As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]
Tags: Coronavirus, investment, markets
Category:
Financial Planning,
Investment management
Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: – Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding 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 […]
Tags: Explorer, funds, investments, Meridian, Prudence
Category:
Financial Planning,
Investment management
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
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From the whole team at Clarion, merry Christmas and a happy new year.
Market and economic commentary: Time to reflect
As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]
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Tags: economic commentary, stock markets
Category: Financial Planning, Investment management, Thought pieces