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 10 September 2026. The following notes summarise the main points of consideration in the Investment Committee Discussions and have been updated to include commentary on recent events and the wider implications for financial markets. Please click here to access our September Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
Old-Fashioned Valuation Rules (OFVRs) “Valuation is the investor’s best defence against the market losing its head.” In the National Gallery in London hangs Paul Delaroche’s painting “The Execution of Lady Jane Grey”. It is dramatic, meticulously composed, and almost photographic in its realism. For investors, it also offers a useful warning. Delaroche was among the […]
Category: Market Update
AI is changing the world at a rapid pace, and unfortunately, fraudsters are finding ways to use the technology to make their scams more convincing. Fraud is already a major problem in the UK, and it is getting worse. In 2025, the value of investment fraud reached a record £221.5 million, with victims losing more […]
Category: Financial Planning
With the Autumn Budget on 28 October approaching, speculation about what the new chancellor might announce is likely to intensify. For business owners, this can be particularly difficult to ignore. Changes to Capital Gains Tax (CGT), Business Asset Disposal Relief (BADR), pensions, and other areas of taxation could significantly affect how much you ultimately keep […]
Category: Financial Planning
The decisions that shape a financial plan are usually made slowly, over years. The damage is almost always done quickly, and by people who were certain. “When Genius Failed”: A book by Roger Lowenstein, American financial journalist about the collapse of Long Term Capital Management (LTCM) in 1998. The book describes the rise and collapse […]
Category: Financial Planning
Some months the most useful thing we can report is that nothing needed changing. This is one of them. The Clarion Investment Committee met on 19 August. The following notes provide an overview of some of the main points of consideration in the Investment Committee discussions. They have been updated to include commentary on recent […]
Category: Investment management
As a business owner, you will know just how varied performance can be. Revenue is unlikely to be the same from one year to the next, and while some periods can over deliver, others can underperform. The key to long-term success, through both the ups and downs, is maintaining stability and ensuring that the stronger […]
Category: Financial Planning
You may think that estate planning is something best left to later life when you have finished work and have a clearer picture of what your legacy is likely to be. However, while there is certainly merit to restructuring your estate plan as you progress through life, the earlier you get started, the better, particularly […]
Category: Financial Planning
The Clarion Investment Committee met on 15 July. The following notes provide an overview of some of the main points of consideration in the Investment Committee discussions. They have been updated to include commentary on recent events and the wider implications for financial markets. Please click here to access our July Stock Market & Economic […]
Category: Investment management