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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Preparing to live longer

“Old Age is like everything else. To make a success of it, you have to start young”. These words of wisdom from former US President Theodore Roosevelt may resonate with many of us as we face retirement—especially as that timeframe is getting longer.  When the first UK state pension came into effect in January 1909, […]

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Category: Business, Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee October 2019

Minutes of the Clarion Investment Committee held on 16th October at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00.   Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]

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Category: Financial Planning, Investment management

Market and Economic Commentary Octobert 2019 – An Autumn Chill but more Treats than Tricks!

As Autumn sets in there is a notably cooler breeze whistling through the economy and financial markets. Current economic activity data which has been flashing amber weather warnings in manufacturing for some months has more recently lowered expectations for the larger services sector. Investors could be forgiven for expecting a perfect storm and as we […]

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Category: Business, Thought pieces

Economic & stock market commentary – year to date

So far 2019 has been an interesting, eventful and in many ways, unusual year. Political uncertainty, poor economic growth expectations, muted inflationary pressures, fears about a worldwide recession and ever lower, sometimes negative, interest rates have dominated headlines. We have yo-yoed between US-China trade wars and truce. Amid political deadlock in the UK we have […]

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Category: Business, Thought pieces

emma-nunnerley-Clarion-Wealth-Planning

Estate planning – the residence nil rate band

The Residence Nil Rate Band (RNRB for short) was announced in the 2015 summer budget and came into effect on 6th April 2017. Despite the fact this was introduced almost two and a half years ago, it’s still an area of confusion for the majority of people. In this Question and Answer session, our Chairman […]

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Category: Business, Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee September 2019

Minutes of the Clarion Investment Committee on 16th September 2019 held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00.   Keith Thompson (KT) Chair/Director Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Alastair Cartwright (AC) Financial Planner (Clarion Wealth Planning) Jacob Hartley (JH) […]

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Category: Financial Planning, Investment management

Clarion Supports ‘Challenge 4 Change’

The Clarion team recently took part in a team away day. The day started with a competitive game of mini golf where our Director of Operations, Adam Wareing, was crowned victorious. The day’s activities required problem solving and team work to complete. The team tested out their nerves balancing on beams, swinging on ropes and […]

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee August 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 22nd August 2019. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam […]

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Category: Financial Planning, Investment management

Matt Sherratt Clarion Wealth Management

Meet the Clarion Family

This month we meet our Finance Manager, Matt Sherratt to find out how he took his first steps into financial planning, what keeps him awake at night and what he thinks makes Clarion so unique.

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Category: Our team news

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