The Clarion: our news and updates.

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 to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact Kirsty Day at Yellow Jigsaw on +44 (0)7941 605 925 or kirsty@yellowjigsaw.co.uk.

Clarion Investment Diary for February 2021

Minutes of the Clarion Investment Committee held at 1pm on 11th February 2021 by Video Link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]

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Category: Investment management

Light at the end of the tunnel

Stock market and economic commentary February 2021

“Tomorrow will be a Good Day” Captain Sir Tom Moore. Every crisis brings forward a hero and many have been born out of the coronavirus pandemic. Scientists, healthcare professionals, teachers and ordinary people on the ‘frontline’ of the pandemic. All helping directly to battle the virus and indirectly to keep as many of us in […]

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Category: Investment management

John Winstanley and Keith Thompson in suits in the Clarion Wealth Planning offices

Building strong relationships with clients, the Clarion way

Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]

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Category: Our team news, Uncategorised

a bitcoin standing on its side among a pile of other bitcoin

Bitcoin boom – is it a bust for investors

Bitcoin has started 2021 with something of a bang and Clarion is receiving increased interest in our position on the cryptocurrency from our clients. Here our Investment Committee chairman Sam Petts analyses the pros and the cons. Bitcoin has come a long way since the first transaction, a purchase of two Papa John’s pizzas for 10,000 […]

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Category: Investment management

Clarion Investment Diary for January 2021

Minutes of the Clarion Investment Committee held at 1pm on 14th January 2021 by Video Link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Rainbow and rain over a calm sea

Stock market and economic commentary – January 2021

“The way I see it, if you want the rainbow, you’ve got to put up with the rain.” Dolly Parton, American singer and songwriter Just over 12 months ago the World Health Organisation issued a warning that the Chinese authorities had alerted it to an outbreak of “pneumonia of unknown cause” in Wuhan, until then […]

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Category: Financial Planning

New year – what’s the (financial) plan?

With disruption and violence in the political capital of the US and rampant new variants of the coronavirus causing havoc in the UK and Europe, the first couple of weeks of the New Year seem every bit as depressing, if not worse, than the last few months of 2020.  But with a new US President and […]

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Category: Financial Planning, Investment management

Sam Petts of Clarion Wealth Planning

How to build an ‘all-weather’ portfolio for every outlook

Chairman of the Clarion Investment Committee and chartered financial planner Sam Petts shares his insight into investment strategies and wealth management, particularly in a time of turmoil.   In a post-pandemic world, what should wealthy individuals – or even those with extra money having sold a business for example – be investing their money in?  […]

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Category: Investment management

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

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