True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

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.

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.

 

Jebun

Meet the Clarion Family: Jebun Kazi

Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique…   What is your role at Clarion? Associate Financial Planner […]

Continue reading...

Tags: , ,
Category: Our team news

Clarion Investment Diary – April 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave in […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

changeable weather over countryside

Stock market and economic commentary April 2022

“In many ways, the stock market is like the weather in that if you don’t like the current conditions, all you have to do is wait a while.”  Louis A Simpson, CEO and President of US Government Employees Insurance Company and close friend, confidante and adviser to Warren Buffett of Berkshire Hathaway.   Ukraine-Russia Conflict […]

Continue reading...

Tags: , ,
Category: Investment management

Style and substance: why our conduct matters to clients

At Clarion, the manner in which we conduct our business matters. It goes without saying that, as financial planners, earning clients’ trust is paramount. Time and again, our clients tell us they are struck by our uniquely high standards and personalised approach to client care. Retired businessman Ray Briggs and his wife have been Clarion […]

Continue reading...

Tags: ,
Category: Financial Planning

Go with the flow: how cashflow modelling can bring peace of mind 

Chartered Financial Planner Ella Davies explains how our cashflow modelling can help clients with complex finances visualise their financial future with confidence to fulfil their lifetime goals.  As a business owner, it is common to have complicated finances, particularly if your business has been running for some years and your personal finances are intertwined.   We find […]

Continue reading...

Tags: , , ,
Category: Business, Financial Planning

Clarion Investment Diary – March 2022

This article provides a brief overview of the topics discussed in the recent investment committee meeting (10th March 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Since the full-scale military attack on Ukraine, launched by Russia on Thursday 24th […]

Continue reading...

Tags: , , , , , , , , , , , , , ,
Category: Investment management

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 […]

Continue reading...

Tags: ,
Category: Thought pieces

Stock market and economic commentary March 2022

“Be happy for this moment. This moment is your life.” Omar Khayyam (1048-1131). Persian astronomer, historian, philosopher and poet. The Russia-Ukraine Conflict Russia’s invasion of Ukraine is first and foremost a humanitarian tragedy and we hope for a peaceful solution although the prospects are finely balanced. It is difficult to imagine what a ‘fair’ peace […]

Continue reading...

Tags: , , ,
Category: Investment management

Compass showing destination

The Clarion Journey: Where implementation is the destination

The process of becoming a Clarion client can take some months. Rushing into things is not the Clarion Way. We take a considered approach using our experience and diligence to provide the quality of service our clients expect and deserve. We afford ourselves the time to develop a robust relationship with our clients, and the […]

Continue reading...

Tags: , , ,
Category: Financial Planning

1 2 3 27
Back to the top of this page