True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Investment management

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STOCK MARKET & ECONOMIC COMMENTARY – NOVEMBER 2025

“The desire for gold is not for gold itself but for the means of freedom and benefit.” – Ralph Waldo Emerson (May 1803 – April 1882), American essayist, poet, and philosopher. His influential works, such as ‘Self-Reliance and Nature’, reshaped American thought and literature. The price of gold… what is it telling us? Gold is […]

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Category: Investment management

A group of people looking at an index on a screen.

Clarion Investment Diary – October 2025

The Clarion Investment Committee met on 22 October 2025. The following notes summarise the main points of consideration in the Investment Committee discussions, but have been updated to include commentary on recent events and the wider implications for financial markets. Please click here to access our October Stock Market & Economic Commentary written by Clarion […]

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Category: Financial Planning, Investment management

Two investors looking at charts and tables.

Clarion Investment Diary – August 2025

The Clarion Investment Committee met on 21 August 2025. The following notes summarise the main points of consideration in the Investment Committee Discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Please click here to access our August Stock Market & Economic Commentary written by Clarion […]

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Category: Financial Planning, Investment management

An investor looking at an index on his phone.

Stock Market & Economic Commentary – August 2025

“The market cycle will once more prove to be the human-nature cycle; its economic background will have changed, but not its basic character nor the consequences of its character.” – Benjamin Graham (1894-1976), British-born American financial analyst, economist, accountant, and investor, widely known as the “father of value investing”. Lessons from Bridge I don’t play […]

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Category: Financial Planning, Investment management

Stock market graphs on a screen.

Stock Market & Economic Commentary – June 2025

Economic Update  The Middle East and Oil Prices  The past few weeks have seen one of the most volatile periods of oil trading in recent history. In the days following the outbreak of hostilities between Israel and Iran, oil breached $75 per barrel, up 15% in less than a month. It rose above $80 per […]

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Category: Financial Planning, Investment management

A working meeting with investment charts spread on the table.

Clarion Investment Diary – April 2025

The Clarion Investment Committee met on 15 April 2025.  The following notes summarise the main points of consideration in the Investment Committee discussions and provide information about our current investment strategy and fund performance. Please click here to access our April Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic & […]

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Category: Investment management

A woman looking stressed

How to avoid falling into the 60% Income Tax trap when you earn over £100,000

As you progress through your career and continue earning more money, you may have already taken the time to understand how the UK’s tax system works. Much of it is relatively straightforward. However, for higher earners, a particular quirk can mean you face a larger-than-expected bill: the “60% tax trap”. This feature of the Income […]

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Category: Financial Planning, Investment management

Why short term stock-picking is a gamble… And factor investing is a long-term strategy

A smarter approach to Wealth Management At Clarion Wealth Planning, we take a different approach to building and preserving wealth. Our focus isn’t on quick wins or fleeting market trends—it’s about structuring financial plans that evolve with our clients, ensuring stability and growth through all stages of life. True financial planning isn’t just about making […]

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Category: Investment management

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