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.
We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page.
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Where stated, any investment performance figures referred to relate to past performance which is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. The value of investments, and the income arising from them, can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Unless indicated otherwise, performance figures are stated in British Pounds. Where performance figures are stated in other currencies, changes in exchange rates may also cause an investment to fluctuate in value.
I wanted to let you know that Clarion Wealth Planning is entering a period of transition, beginning with my decision to sell a portion of my shares in the company. As a founding member of the Institute of Financial Planning – now part of the Chartered Institute for Securities & Investment (CISI) – I founded […]
Category: Financial Planning
The Clarion Investment Committee met on 23 October 2024. 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. Economic, Political and Business Snapshot Economics The US economy added 254,000 jobs in September and […]
Category: Financial Planning
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” Jimmy Dean 1928-2010 American singer, television host, actor, and businessman Economic Update According to the latest Deloitte survey of UK chief financial officers (CFOs), optimism among the UK’s largest businesses edged lower in the third quarter […]
Category: Financial Planning
After years of hard work and saving, it can be incredibly frustrating to realise you’ve lost a pension pot. While you may believe this wouldn’t happen to you, it is easier to lose a pot than you might think, and you may even have lost one without realising. It is common to lose track of […]
Category: Financial Planning
Death should be a time for loved ones to come together, mourn, and remember a life well lived. But sadly, many families find themselves entangled in bitter inheritance disputes after a loss, with disagreements over wills becoming increasingly common. A study reported in the Guardian found that approximately 10,000 people in England and Wales challenge wills […]
Category: Financial Planning
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to […]
Category: Financial Planning
The Clarion Investment Committee met on 12 September 2024. 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. Economic, Political and Business Snapshot Economics The US Federal Reserve lowered its benchmark interest rate […]
Category: Financial Planning, Investment management
“If you never want to be criticized, for goodness’ sake don’t do anything new.” – Jeff Bezos Founder and Executive Chairman of Amazon. Economic Update One of the long-running criticisms of the UK economy is that it is too dependent on consumer spending. Britons, so the argument goes, are too eager to borrow and spend […]
Category: Financial Planning
Everyone wants their children or grandchildren to have the best possible start in life, and that may mean you have hopes of giving them a private education. But private schools can be very expensive, and with fees set to no longer be exempt from VAT starting in January, the costs are likely to increase. A […]
Category: Financial Planning