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 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
“The more you want something to be true, the more likely you are to believe a story that overestimates the odds of it being true.” – Morgan Housel, 41, prominent financial writer, behavioural economics expert, and bestselling author. Author of The Psychology of Money. SpaceX and the romance of the spreadsheet “If I Can Dream” […]
Category: Market Update
Opting for a lower salary can seem counterintuitive. After all, why would you want to take home less money? However, as a business owner, there are several scenarios where it may be more efficient to reduce your salary in favour of other forms of remuneration, or simply to help ensure you remain eligible for certain […]
Category: Financial Planning
As Clarion continues to grow, we’re very pleased to welcome Mike Barnes as the latest addition to the team and our newest financial planner. Mike joins us at an exciting time for the business, bringing our expert team to 18 people. After another successful year, we have seen a 33% increase in funds under influence. […]
Category: Our team news
The Clarion Investment Committee met on Wednesday, 20 May. 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 May Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
The UK Bond Market “Money for Nothing” – Dire Straits, Brothers in Arms, 1985. The UK government is now spending well over £100 billion a year on debt interest, accounting for almost 10% of total government spending and equivalent to about twice the amount we spend on defence. This high number is a product of […]
Category: Market Update
ISAs are one of the simplest and most effective ways to grow your savings and investments tax-efficiently. Last year’s Autumn Budget included proposals to adjust the Cash ISA allowance from April 2027. It’s important to be on top of these changes so you can plan and make the most of the allowances currently available. Read […]
Category: Financial Planning
If you’re planning to sell your business, you likely have a detailed exit plan for the transaction itself, but have you considered what comes next? After selling your business, it can be tempting to leave all the proceeds in cash while you decide what to do next. While taking time to make such important decisions […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on Thursday, 16 April. 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 April Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning