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.
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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 […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“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 […]
Tags: diversified investment, liquidity, recovery, stock markets
Category:
Investment management
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 […]
Tags: careers, clients, financial services, team work
Category:
Our team news,
Uncategorised
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 […]
Tags: Bitcoin, cryptocurrency, investments
Category:
Investment management
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 […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“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 […]
Tags: Brexit, debt, lockdown, pandemic, resiliance
Category:
Financial Planning
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 […]
Tags: cashflow plan, financial advice, financial planning, investment risk
Category:
Financial Planning,
Investment management
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? […]
Tags: assets, investments, portfolios, tax planning, wealth management
Category:
Investment management
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 […]
Tags: core values, investments, pandemic, portfolios, stock markets
Category:
Thought pieces