True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

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.

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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.

 

Stock markets on a computer screen

Clarion Investment Diary January 2025

The Clarion Investment Committee met on 22 January 2025. The following notes summarise the main points of consideration in the Investment Committee Discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic Commentary & Market Outlook.  The following is a summary of the major since the […]

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Category: Financial Planning

A trader looking at markets on a screen

Stock Market & Economic Commentary – January 2025

“The greater the difficulty, the more the glory in surmounting it” Epicurus, 341bc-270bc. Ancient Greek philosopher and sage and founder of Epicureanism, a highly influential school of philosophy. Welcome to our first Commentary of 2025: Will stock markets have another good year? Will bitcoin see another all-time high? Will inflation be tamed? Will interest rates […]

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Category: Financial Planning

An older woman calculating and looking at documents.

How making pension contributions from your limited company can benefit you and your business

Running a business can be fiscally challenging, so it’s important to identify opportunities to save wherever possible. If you are the director of a limited company, pension contributions are among the most efficient and valuable tax breaks available. Making contributions directly from your company instead of your salary allows you to reduce both your taxable […]

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Category: Financial Planning

An investor looking at stock markets on their phone

Why chasing investment trends can undermine your long-term success

As an investor, you know that past performance is not a reliable indicator of future results. However, when a particular stock is soaring, it can be difficult to ignore the hype and go against the crowd. But the above disclaimer is there for a reason and research shows that jumping on an investing bandwagon is […]

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Category: Investment management

A New Year’s message

As the door closes on another year, it’s an appropriate time to reflect on the past months and look forward to the possibilities that lie ahead. As with any year, 2024 saw a mixture of good and bad news for the world at large. With more conflicts than at any time since World War II […]

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Category: Our team news

Two investors pointing at computer screens.

Clarion Investment Diary – December 2024

The Clarion Investment Committee met on 11 December 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Commentary For the second year in a row, global equities are on course for double-digit […]

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Category: Financial Planning

An investor looking at several markets on computer screens.

Stock Market & Economic Commentary – December 2024

Economic update Early December saw the UK energy price cap raised for households, coming into effect in January. Consumers may not feel it, but we are lucky. Industry has no such protection and faces the highest cost for electricity among our peer group. Looking at the latest government statistics, the UK is a clear outlier […]

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Category: Financial Planning

A woman making calculations.

How to find your “number” and why doing so is key for successful financial planning

Financial planning is about helping you to live the life you envision and achieve the goals that matter most to you, all of which require a specific amount of money. That figure is known as your “number”. Your number represents the total sum you need to achieve complete financial independence without work, retire with confidence, […]

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Category: Financial Planning

Stacks of coins balancing on a beam.

The power of compounding: How long-term investing can lead you to a “tipping point”

When he wasn’t busy developing theories and proofs that undergird humankind’s understanding of physical reality, Albert Einstein took time to appreciate more comprehensible matters, such as compounding returns. The great scientist is said to have proclaimed, “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays […]

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Category: Financial Planning

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