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 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
“Know how to listen, and you will profit even from those who talk badly.” Plutarch – Greek and Roman philosopher, historian, biographer. Themes from the last 20 Years “We priced the stars, then bought the sky, and called it wisdom on the rise. But sober minds may ask, in time, when hope became a market […]
Category: Market Update
At its core, financial planning is about helping you achieve your life goals, free from stress or worries about money. What those goals are, and the resources you have to help you reach them, are entirely personal, but each of them has a financial target. Indeed, even if they are non-financial, you will need wealth […]
Category: Financial Planning
Running a business means you have to keep on top of ever-changing legislation that can affect your profits. It’s important to stay up to date with any new laws and regulations to ensure your business and financial plan are prepared. Here are four recent changes that you should be aware of. 1. Business rates have […]
Category: Financial Planning
The Clarion Investment Committee met on 18 June. 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 June Stock Market & Economic […]
Category: Investment management