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)
In 1805, the Manchester Mail newspaper published, for the first time, the story of the Wizard of Alderley Edge as told by Parson Shrigley, former Clerk and Curate of Alderley. A farmer from Mobberley was taking a white mare to sell at the market in Macclesfield. Walking along the Edge, he reached a spot known […]
Tags: Review of the year
Category:
Thought pieces
Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]
Tags: Autumn Statement, Tax, wealth restructuring
Category:
Financial Planning,
Thought pieces
Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]
Tags: careers, financial planning, qualifications, Staff
Category:
Financial Planning,
Thought pieces,
Uncategorised
Stephen Frazer is the founder partner of corporate financial consultants Frazer Hall. He has worked in mergers and acquisitions for 20 years, personally completing more than 100 buy or sell transactions. In this guest blog, he shares his expert analysis of the emotional rollercoaster that is selling a business, how different personalities respond to the pressure […]
Tags: exit business, selling your business
Category:
Thought pieces
As we approach International Women’s Day, our Chartered Financial Planner Ella Davies considers why women are less likely to engage a financial planner when they really should and how the financial sector needs to evolve to serve all of its clients. When it comes to women’s finances, there is a lot of talk and […]
Tags: International Women's Day, Women in finance
Category:
Thought pieces
This will be the ‘last phase of the struggle’ ‘not only is the end in sight, we know exactly how we will get there’ said Boris Johnson on 4th Jan 2021 in his televised address to the nation. No prize for guessing the subject, Covid, but how wrong the prognosis was, with over 70,000 more […]
Tags: Review of the year
Category:
Thought pieces
Bitcoin has been on something of a rollercoaster ride in the last few months and investors would be forgiven for feeling like they have developed crypto whiplash from the highs and lows. However, there seems to be one constant – Bitcoin’s burgeoning reputation as “dirty currency”. And with investors in 2021 more ESG-aware than ever, […]
Tags: Bitcoin, blockchain, cryptocurrency, energy, environment, ESG
Category:
Investment management,
Thought pieces
In his New Year message, Clarion Founder Ron Walker reflects on 2020 and the rays of light penetrating the gloom that should be taken as our guiding lights for the next 12 months. Those venerable global organisations the United Nations and the World Health Organisation declared 2020 as, respectively, ‘year of plant health’ and ‘year of […]
Tags: core values, investments, pandemic, portfolios, stock markets
Category:
Thought pieces
Our business development director John Winstanley has been surprised to see a recent number of studies in industry media revealing shockingly high levels of ‘retirement regret’. As a financial planner, I feel incredibly sorry for these people when this feeling of regret can be so easily avoided. Clarion Wealth Planning clients have genuinely fulfilled retirements. […]
Tags: client relationships, investments, pensions, planning, retirement
Category:
Financial Planning,
Lifestyle,
Thought pieces