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.

 

Meet the Clarion family: Peter Butcher

Meet Peter Butcher What is your role at Clarion? Chartered Financial Planner. It’s a great role as I find helping my clients very rewarding. How did you take your first steps into Financial Planning? I graduated from university and got a place on a Graduate Development Programme for aspiring Financial Planners. The Graduate Programme allowed […]

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Category: Our team news

inheritance tax discussions

How we help our clients to navigate Inheritance Tax

“In this world nothing can be said to be certain, except death and taxes.”  Benjamin Franklin, American statesman and Founding Father    In the complex world of financial planning nothing is certain. We therefore regard our clients’ financial plans as “living documents” to be reviewed and adapted as families grow and goals change. However, the […]

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Category: Financial Planning

Clarion Investment Diary August 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. Covid-19 stimulus exceeds $18 trillion or 21% of global GDP in 2020/21. Vaccine strategy provides […]

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Category: Investment management

Stock market and economic commentary – August 2021

“Only Government can take perfectly good paper, cover it with perfectly good ink and make the combination worthless.” Milton Friedman, American economist and statistician. Economic update Economists have been compared to monkeys throwing darts, often coming off worst in prediction competitions. Regime changes usually take a while to fully register with investors. Making forecasts at […]

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Category: Investment management

Meet the Clarion Family: Jacob Hartley

Meet Jacob Hartley, an Associate Financial Planner with Clarion Wealth Planning, who has been with us since 2019. Here, we find out how he took his first steps into financial planning, who has inspired him in life and what he thinks makes Clarion unique …

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Category: Our team news

Big questions for better financial planning

“You can tell whether a man is clever by his answers. You can tell whether a man is wise by his questions”  Naguib Mahfouz   Questions form a vital part of any successful advice relationship. For the financial planner, the right questions will provide invaluable insight into what is important to the client, helping to […]

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Category: Financial Planning

Woman and man in business attire shaking hands

How to exit your business successfully

“By failing to prepare you are preparing to fail.”  Benjamin Franklin, Founding Father of the United States of America    Few people are a success in business by accident and equally careful thought and planning are vital to ensure an exit from your business is as successful as your career. You do not have to […]

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Category: Business

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

Clarion Investment Diary July 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook 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 […]

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Category: Investment management

Clarion Wealth image shows graphs superimposed on city skyline

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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