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.

 

Clarion Investment Diary – April 2024

The Clarion Investment Committee met on 18 April 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. Economic, Political and Business Snapshot Economics UK inflation fell to 3.2% in the 12 months […]

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Category: Financial Planning, Investment management, Our team news

Stock Market & Economic Commentary – April 2024

“Progress is impossible without change, and those who cannot change their minds cannot change anything”. George Bernard Shaw. 1856-1950. Irish playwright, critic, polemicist and political activist.   The UK Economy. The last couple of years have been hard for the UK economy. Growth has ground to a halt and consumer spending power has come under […]

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Category: Financial Planning

An investor looks at his laptop thoughtfully.

Celebrating the work of Daniel Kahneman: What his “loss aversion” theory can teach you about investing

It was with sadness that many in the academic and economic worlds learned of the passing of influential psychologist and economist Daniel Kahneman in March 2024. Kahneman, who was perhaps most widely known for his best-selling book Thinking, Fast and Slow, had enjoyed nearly 70 years in academia. In that time he made several significant […]

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Category: Financial Planning, Investment management

A woman drinks a hot beverage with her feet up.

A client story: How financial planning can benefit your mental health

Recently, our non-executive director Keith Thompson met up with one of our valued clients for a drink and a chat. Sadly, this client’s wife is seriously ill but, despite his challenging circumstances, he had a positive outlook. He said: “I’m lucky Keith. I have good support from family and friends, and I don’t have to […]

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Category: Financial Planning, Lifestyle

Clarion Investment Diary – March 2024. 

The Clarion Investment Committee met on 21 March 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. Economic, Political and Business Snapshot Economics UK business activity expanded in March as the manufacturing […]

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Category: Financial Planning

Stock Market & Economic Commentary – March 2024

“Life is really simple, but we insist on making it complicated.” Confucius, Chinese philosopher, born Kong Qiu 551-479 BCE.   ECONOMIC UPDATE Britain’s recession is over, inflation is beaten, and interest rates are heading down. That, in a nutshell, was the upbeat message from the March UK Budget. But delve into the Budget numbers and […]

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Category: Business

A solitary businessman looks out of a window.

6 powerful tips to help you combat loneliness as a business owner

“Entrepreneurial loneliness” is common among many business owners we speak to. Setting up and running a successful business requires long hours, and you may not always have the “sounding board” of a peer or someone in the same position who you can talk to. Inc. reports that 75% of small business owners are concerned about their […]

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Category: Business

A “Wall St” street sign with American flags behind.

Why investing when markets are high may not be as risky as you think

Buy low, sell high. As an investor, you’ve probably heard this maxim before and, on paper, it seems to make a lot of sense. If you buy an investment product at a low price and sell it at a high price, you should make a nice profit. However, it is almost impossible to “time the […]

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Category: Investment management

An external image of the Palace of Westminster in the evening

Your Spring Budget update – the key news from the chancellor’s statement

The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming – prime minister Rishi Sunak has said he will call it before the end of the year – the chancellor […]

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Category: Financial Planning

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