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.

Market and Economic Commentary September 2019 – Slowdown or Mid Cycle

The debate about where we are in the global economic cycle rages on, and the range of opinions appears to be widening not narrowing. The US Federal Reserve Chairman believes we are in a “mid-cycle adjustment” yet observers of the trade war between the US and China, the political unrest in Hong Kong or the […]

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Category: Business, Thought pieces

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

Enough Now!

Eight months ago, we unveiled the results of our ground-breaking research that was carried out by business psychologist Hazel Carter- Showell on behalf of Clarion Wealth Planning, called Enough Now! Hazel conducted in depth interviews with 18 successful business owners over an 18-month period. We commissioned the research to find out why owners who had […]

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Category: Uncategorised

businessman with child

Inheritance Tax Review

Inheritance Tax (IHT) is a deeply unpopular tax. People dislike the thought of double taxation; an extra layer of tax on assets which have been accumulated by thrift and saving from income or capital gains which have been taxed already. Although IHT is indeed one of the most hated and feared taxes, a recent report […]

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Category: Business, Thought pieces

volatile stock market graph

Market and Economic Commentary August 2019

In “Jerry Maguire”, a film about a sports agent, the hero’s client demands to be shown “the money”. The agent finds himself dancing to the tune of the only man he represents. And so, it is with stock markets which at the moment are obsessed with how Central Banks will react to slowing growth and […]

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee July 2019

Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 18th July 2019. Committee Members in attendance   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 […]

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Category: Financial Planning, Investment management

Clarion Fund Selection Process

Following on from our recent article on the Neil Woodford Funds and the reasons why we did not include these Funds in the Clarion Portfolios, we thought it might be helpful for our clients to understand the process followed by the Clarion Investment Committee and Fund Analyst when selecting and recommending Investment Funds. Of course, […]

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Category: Investment management

Meet the Clarion Family – Jacob Hartley

We’re delighted to welcome Jacob Hartley to the Clarion family, who has joined as an Associate Financial Planner. 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

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