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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 RMS on +44 (0)161 927 3131 or clarion@thisisrms.co.uk.

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Meet the Clarion Family

Meet Adam Wareing What is your role at Clarion? Head of Operations. It’s my job to manage change and ensure we’re working efficiently to benefit our clients. How did you take your first steps in to Financial Planning? I fell into it! The reason I moved back to Manchester following my undergraduate degree in Sheffield […]

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Category: Our team news

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Market Economic Commentary: Lower for Longer

One of the world’s most important economic indicators has gone into reverse in recent months. In this commentary we look at the implications for investors and clients of Clarion. What has changed is the outlook for American interest rates. These rates are, in effect, “the global price of money” and set the risk-free rate for […]

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Category: Business, Thought pieces

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Clarion Investment Diary – April 2018

The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – March 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Economic & Market Commentary – Choppy Waters, Doctor Copper And Technological Revolution

A quote from the renowned American investor and writer, Howard Marks, sets the tone for this month’s commentary: “The best response when seas are choppy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down.” Despite a […]

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Category: Business, Thought pieces

Meet the Clarion Family

Meet Michael Brooke What is your role at Clarion? Financial Planner. How did you take your first steps in to Financial Planning? I started my career at Commercial Union in Birmingham, where I gained experience in a few different departments before being appointed the role of Regional Pensions Manager for the North West. I then […]

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Category: Our team news

Meet the Clarion Family

Meet John Winstanley What is your role at Clarion? Financial Planner How did you take your first steps in to Financial Planning? I joined HBOS at the age of 19 knowing that I wanted to pursue a career in financial advice. They put me through a robust training program to get me fully qualified and […]

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Category: Our team news

Words Of Wisdom

Two of the most successful investors of recent times, Warren Buffett and Terry Smith, have recently published their annual investor letters. These letters are always worth reading for their insight into how a successful stock market investor thinks. Although we are dealing with different aims, objectives and risk criteria, Clarion use similar methodology as these […]

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – February 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

Continue reading...

Category: Financial Planning, Investment management

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