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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Meet Adam Wareing What is your role at Clarion? Head of Operations. It’s my job to manage change and ensure we’re working efficiently to benefit our clients. How did you take your first steps in to Financial Planning? I fell into it! The reason I moved back to Manchester following my undergraduate degree in Sheffield […]
Category: Our team news
One of the world’s most important economic indicators has gone into reverse in recent months. In this commentary we look at the implications for investors and clients of Clarion. What has changed is the outlook for American interest rates. These rates are, in effect, “the global price of money” and set the risk-free rate for […]
Category: Business, Thought pieces
The Clarion Investment Committee met last month to discuss the performance and composition of the Clarion Portfolio Funds.
Category: Financial Planning, Investment management
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
A quote from the renowned American investor and writer, Howard Marks, sets the tone for this month’s commentary: “The best response when seas are choppy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down.” Despite a […]
Category: Business, Thought pieces
Meet Michael Brooke What is your role at Clarion? Financial Planner. How did you take your first steps in to Financial Planning? I started my career at Commercial Union in Birmingham, where I gained experience in a few different departments before being appointed the role of Regional Pensions Manager for the North West. I then […]
Category: Our team news
Meet John Winstanley What is your role at Clarion? Financial Planner How did you take your first steps in to Financial Planning? I joined HBOS at the age of 19 knowing that I wanted to pursue a career in financial advice. They put me through a robust training program to get me fully qualified and […]
Category: Our team news
Two of the most successful investors of recent times, Warren Buffett and Terry Smith, have recently published their annual investor letters. These letters are always worth reading for their insight into how a successful stock market investor thinks. Although we are dealing with different aims, objectives and risk criteria, Clarion use similar methodology as these […]
Category: Business, Thought pieces
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management