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.

 

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Clarion Investment Diary July 2021 – Summary

Economic commentary and market outlook Please click here to access the July Economic and Stock Market Commentary written by Clarion Group Chairman, Keith Thompson. The following notes summarise the main points discussed by the Investment Committee. BoE is buying c.£4bn worth of bonds each week and currently owns around 31% of the entire Gilt market, […]

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Category: Investment management

Clarion Wealth. Image of two people with sheets of paper discussing financial matters

Clarion Investment Diary July 2021

Minutes of the Clarion Investment Committee at 1pm on 15th July 2021 by video link. Committee Members in attendance: –   Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Dmitry Konev (DK) Senior Analyst (Margetts Fund Management) Toby Ricketts […]

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Category: Investment management

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Stock market and economic commentary July 2021 

“There are as many atoms in a single molecule of your DNA as there are stars in the typical galaxy.  We are, each of us, a little universe.” Neil deGrasse Tyson, American astrophysicist, planetary scientist, and author Coronavirus update The pandemic has been the main determinant of economic activity in the last 18 months. Rising […]

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Category: Investment management

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Now we can have adventures until we are 105!

“It is important to know we can have adventures now but know we will also be OK if we live to 105.”                                     Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley. The couple from North Wales, who have two children just finishing their GCSEs and […]

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Category: Financial Planning

How to mitigate the effects of inflation on your assets

What is happening? “I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more quantitative easing, a new potential infrastructure bill, a successful vaccine roll out and euphoria around the end of the pandemic, that the US economy will likely boom. This boom could easily run into 2023 because all spending […]

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Family wealth planning – the Clarion Way

“No man is an island entire of itself; every man is a piece of the continent, a part of the main.” – John Donne, poet, 1624   During the pandemic, the UK achieved its record number of millionaires ‐ ultra‐high net worth individuals (UHNWIs) as they are euphemistically called. Here at Clarion, we see things […]

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Category: Financial Planning

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Clarion Investment Diary June 2021

Minutes of the Clarion Investment Committee held at 1pm on 11TH June 2021 by video link. Committee Members in attendance:   Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley (JH) Associate Financial Planner (Clarion Wealth Planning) Dmitry […]

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hourglass with red sand to denote patience

Stock market and economic commentary June 2021

“Our Patience will achieve more than our Force.” Edward Burke, Irish political philosopher and statesman Coronavirus update Patience is a virtue, or so they say. After years of discussions but little in the way of progress, the coronavirus pandemic has spurred the cash-strapped G7 countries to finally agree a firm tax plan for the super-wealthy […]

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Many paper bags full of meals donated by Rob and Angels with support of Clarion Wealth Planning

Clarion: Investing in local communities

At Clarion we firmly believe it is important not only to invest our time and skills to provide our clients with a high-quality financial planning service but that, when appropriate, we should also invest in local communities. At the end of last year, we made a donation to a Wilmslow-based charity, Rob and his Angels, […]

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Category: Our team news

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