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.

 

Clarion Investment Diary October 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. The strongest IA sector performers during September were IA Japan (4.58%), IA Japanese Smaller Companies […]

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Category: Investment management

Stock market and economic commentary October 2021

“October: This is just one of the peculiarly dangerous months to speculate in stocks & shares. The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain Economic update Doom sells. Whether stock markets and economies are rosy or wobbly, making predictions of impending disaster is something of […]

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Category: Investment management

Dorothy and David Durling standing in their garden

We live the life we choose in retirement

“We have peace of mind that Clarion knows exactly what it is you are looking for and they know how to provide it.”   Meet Clarion clients – David and Dorothy Durling – who had never engaged the services of a financial planner before their tax accountant introduced them to Clarion just as they both […]

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Category: Financial Planning

Clarion Investment Diary September 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. Investors with a long-term view have historically grown their portfolios more successfully than those with […]

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Category: Investment management

Stock market and economic commentary – Sept 2021

“An idiot with a plan can beat a genius without a plan.” Warren Buffett, billionaire business magnate and philanthropist Economic update The early 2020s may be remembered forever more as the time of the Covid pandemic but a subsidiary label might be that of the shortage years. The dislocation between supply and demand created by […]

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Category: Investment management

Trust and confidence is key to our successful relationships

Meet Geoff Lord, who after a lifetime in the financial sector, values strong personal relationships when doing business – making Clarion a perfect fit for his family’s financial planning needs.  The retired stockbroker from Stockport and his wife of 42 years, Wendy, have been clients of Clarion Wealth Planning since 2017. The advice they receive has […]

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Category: Financial Planning

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

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