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 26 February 2025. 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. Economic Commentary & Market Outlook. The following is a summary of the major news events […]
Category: Financial Planning
Economic update The most recent Deloitte quarterly survey of chief financial officers (CFO) of the UK’s largest companies shows a decline in business optimism although it remains well above the lows seen in 2020 and 2022. CFOs started 2025 with a focus on cost reduction as the main response to the forthcoming increase in National […]
Category: Financial Planning
The start of a new tax year is the ideal time to review your personal and business finances, ensuring you’ve maximised your tax-efficient savings, investments, and reliefs. While many allowances simply reset, last year, chancellor Rachel Reeves introduced several significant changes to taxes and reliefs for businesses in the Autumn Budget. Some of these changes […]
Category: Financial Planning
Inflation has never been too far from the headlines in recent years. After hitting a 40-year high in 2022, it briefly returned to the Bank of England’s (BoE) target rate of 2% in 2024, though it remained above that level for nine months of the year. According to the latest figures from the Office for […]
Category: Financial Planning
A smarter approach to Wealth Management At Clarion Wealth Planning, we take a different approach to building and preserving wealth. Our focus isn’t on quick wins or fleeting market trends—it’s about structuring financial plans that evolve with our clients, ensuring stability and growth through all stages of life. True financial planning isn’t just about making […]
Category: Investment management
The Clarion Investment Committee met on 22 January 2025. 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. Economic Commentary & Market Outlook. The following is a summary of the major since the […]
Category: Financial Planning
“The greater the difficulty, the more the glory in surmounting it” Epicurus, 341bc-270bc. Ancient Greek philosopher and sage and founder of Epicureanism, a highly influential school of philosophy. Welcome to our first Commentary of 2025: Will stock markets have another good year? Will bitcoin see another all-time high? Will inflation be tamed? Will interest rates […]
Category: Financial Planning
Running a business can be fiscally challenging, so it’s important to identify opportunities to save wherever possible. If you are the director of a limited company, pension contributions are among the most efficient and valuable tax breaks available. Making contributions directly from your company instead of your salary allows you to reduce both your taxable […]
Category: Financial Planning
As an investor, you know that past performance is not a reliable indicator of future results. However, when a particular stock is soaring, it can be difficult to ignore the hype and go against the crowd. But the above disclaimer is there for a reason and research shows that jumping on an investing bandwagon is […]
Category: Investment management