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.

Meet Sam Petts: chairman of the Clarion Investment Committee

Meet Sam Petts, a one of our financial planners, who also holds the important role as chairman of Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]

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Category: Investment management

Hand clasped at the Clarion boardroom table

The Clarion Way: True lifelong financial planning

Clarion is in the business of true lifelong financial planning, and this week John Winstanley, Financial Planner and Business Development Director at Clarion, has shared what that means for family finances, retirement, and selling a business, as part of Financial Planning Month in October.  Here John explains the Clarion Way of financial planning.     […]

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Category: Financial Planning

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Selling a business: planning for a smooth exit and a purposeful new beginning

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already spoken this week about true lifelong financial planning, family finances, and retirement. Today, he focuses on […]

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Category: Financial Planning, Lifestyle

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Retirement: plan for a fulfilling future and enjoy the now

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already shared his thoughts this week about true lifelong financial planning and family finances. Today, he focuses […]

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Category: Financial Planning

Family finance: protecting your family and planning for the future

This week is Financial Planning Week and October marks Financial Planning Month, so throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion.  Yesterday,  John Winstanley, Financial Planner and Business Development Director at Clarion, shared our approach to true lifelong financial planning. Here he […]

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Category: Financial Planning

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Lifelong financial planning: we want people to be prepared but also enjoy life

Today, also marks World Financial Planning Day: a day that aims to raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and professional financial planner who puts the clients’ interests first. So, throughout October we will be sharing content from our trusted team of financial […]

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Category: Financial Planning

Clarion celebrates 35 years in business

After six months of learning new ways to work during lockdown, we are taking a moment to reflect on our values and how far we have come in 35 years of business. Clarion has been simplifying complex financial affairs for individuals and business owners with significant assets since 1985. Ron Walker, a founder member of […]

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Category: Our team news

Clarion investment diary – September 2020

Minutes of the Clarion Investment Committee held at 10am on 17th September 2020 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) Matt Jealous (MJ) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

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Stock market and economic commentary September 2020

“The best thing about the future is that it comes one day at a time” Abraham Lincoln It is now just over six months since the World Health Organisation declared the human tragedy that is now known as Covid-19 a pandemic. The virus that has claimed over one million deaths and caused much suffering continues […]

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Category: Investment management

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