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 19 March at the offices of Margetts Fund Management in Birmingham. 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. Please click to access our March Stock […]
Category: Financial Planning, Investment management
“Goodness is the only investment that never fails.” – Henry David Thoreau (1817-1862). American essayist, naturalist, Harvard graduate and protege/friend of Ralph Waldo Emerson. Middle East Conflict – Our Latest Thoughts “The essence of investment management is the management of risks, not the management of returns.” – Benjamin Graham (1894-1976). British-born American economist, investor, and […]
Category: Market Update
If you’re thinking about selling your business, you’re likely considering the steps you can take to make the process as efficient as possible. While much of the focus is often on structuring the sale itself, there are actions you can take beforehand that may also be valuable. Increasing pension contributions from your business is one […]
Category: Business
Market volatility can be unsettling, and you may feel nervous about recent fluctuations amid the war in the Middle East. Geopolitical events often trigger market movements. But while unfolding global events remain unpredictable, the long-term trends of markets have historically been far more consistent. It’s important to remember that market volatility is a normal part […]
Category: Financial Planning
The Clarion Investment Committee convened an ad hoc meeting on the 3rd March 2026 to discuss the conflict in the Middle East, the potential ramifications and whether the situation warranted any portfolio action. Current situation Heightened tensions in Iran have reintroduced geopolitical uncertainty to global markets. Investors had anticipated potential strikes on Iran, but the […]
Category: Financial Planning, Investment management, Thought pieces
The Clarion Investment Committee met on 23 February 2026. 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. Please click here to access our February Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
UPDATE: This latest commentary was written before this weekend, and we will shortly send an update regarding the unfolding events in the Middle East. “The times I have been most wrong are the times I thought I was most right.” – Peter L Bernstein (1919-2009), American financial historian, economist, and investment manager, and one of […]
Category: Financial Planning, Investment management
After decades of hard work, it’s important to feel confident that your savings are sufficient for your retirement plans and will give you the freedom to achieve everything you hoped. For many people approaching this stage, the challenge is determining how much is “enough” to leave work and enjoy retirement comfortably. While some factors that […]
Category: Financial Planning
Helping to ensure the smooth and thoughtful transfer of wealth across generations is one of the main aims of financial planning. As such, it’s important to stay informed about any legislative changes that could affect the legacy you are able to leave to your beneficiaries. In the 2024 Autumn Budget, the government announced significant new […]
Category: Business, Financial Planning