True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Thought pieces

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How to ride the emotional rollercoaster of a business exit

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 […]

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Category: Thought pieces

Why we need more women in financial planning – as advisors and clients

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 […]

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Category: Thought pieces

New year message from our founder Ron Walker

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 […]

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Category: Thought pieces

Bitcoin coin shaded green to tie in with the environmental issues

Will environmental concerns bring down Bitcoin? 

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, […]

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Category: Investment management, Thought pieces

Ron Walker Founder of Clarion Wealth Planning

Look for the light: reflecting on 2020 and the coming year

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 […]

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Category: Thought pieces

Woman reading a book while relaxing on tropical island. Koh Phangan island, Thailand

How to have retirement without regret

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. […]

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Category: Financial Planning, Lifestyle, Thought pieces

Has COVID-19 changed financial planning meetings forever?

Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]

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Category: Financial Planning, Thought pieces

What you should expect from your financial planner in lockdown

After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]

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Category: Financial Planning, Thought pieces

A lot of advice, not a lot of advisors: the value of earned wisdom in a successful sale

Clarion Wealth Planning’s independent study into the psychology of selling a business has revealed the best guidance when planning a sale comes from those who had been through the experience –  and the professionals. A sale of a business may be more difficult and prolonged than many owners expected. Ron Walker, founder of Clarion Wealth, […]

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Category: Business, Enough Now!, Thought pieces

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