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.
The Clarion Investment Committee met on 19 June. 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 June Stock Market & Economic Commentary written by Clarion Group […]
Category: Financial Planning
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 […]
Category: Financial Planning, Investment management
Dealing with dementia, whether it’s affecting you or someone close to you, can be incredibly emotionally challenging, as it has the power to take someone away even while they’re still physically present. With life expectancy increasing, dementia is becoming increasingly common, and the Alzheimer’s Society estimates that 1 in 3 people born in the UK today […]
Category: Financial Planning
In April, Marks & Spencer experienced a significant data breach that caused some customers’ details to be hacked and the stores’ online services to be suspended for several weeks. Then, just a few days later, the Co-op also experienced a similar breach. Thankfully, Marks & Spencer and Co-op have high-level firewalls and security systems that […]
Category: Financial Planning
The Clarion Investment Committee met on 20 May 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 May Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic Commentary […]
Category: Financial Planning
Economic Update The rise and rise of China In January, Chinese company DeepSeek stunned financial markets with the release of its generative artificial intelligence model R1. It matched the efficacy of market-leading US firm OpenAI’s most advanced models but was produced at a fraction of the cost. The DeepSeek announcement is one in a series […]
Category: Financial Planning
Having conversations about what will happen after you’re gone can feel uncomfortable, but they can have considerable value. Discussing your intentions early and honestly can help minimise confusion, avoid future disputes, and ensure your wishes are properly understood. Despite these benefits, research shows many people still avoid the discussion. According to data from The National […]
Category: Financial Planning
Running a family business is more than just a job. It demands time, energy, money, and unwavering commitment. With endless tasks from bookkeeping to administration, and many people depending on the business, it’s easy to let future planning slide. But if such conversations and plans remain at the bottom of your to-do list, the continuity […]
Category: Financial Planning
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 & […]
Category: Investment management