True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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.
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 […]
Category: Financial Planning
“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 […]
Category: Business
“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 […]
Category: Business
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 […]
Category: Investment management
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 […]
Category: Financial Planning
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions of families and […]
Category: Financial Planning
The Clarion Investment Committee met on 22 February 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 FT analysis of OECD data suggests that the downturn […]
Category: Financial Planning, Investment management
“Never mistake knowledge for wisdom. One helps you make a living, the other helps you make a life” Eleanor Roosevelt, First Lady of the United States of America, 1933-1945 Economic Update A recurring theme over the last year has been the unexpected resilience of western economies. Employment has held up surprisingly well, housing markets have […]
Category: Financial Planning
If you’re a business owner who is looking to exit your business within the next five years or so, you may have considered selling your business to an Employee Ownership Trust (EOT). EOTs are a relatively new business structure, which could allow you to sell your business to a trust controlled by your employees. They […]
Category: Business, Financial Planning