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.
During periods of market volatility, emotions can play an important role in your investment decisions. For example, if fluctuating markets mean you’re concerned about your finances and whether you’ll be able to meet your financial goals, you could be more likely to make impulsive decisions about your investment portfolio. This may be due to the […]
Category: Financial Planning
The Clarion Investment Committee met on the 14th of September 2023. 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, Political and Business Snapshot Economics The Office for National Statistics upgraded the […]
Category: Business
“Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” George Bernard Shaw Economic Update “Summer days are over; summer work is done. Harvests have been gathered, gaily, one by one”. With the dark nights of winter fast approaching, here is a short review of the main economic developments […]
Category: Business
As a business owner, it can sometimes be hard to separate your home and working life. In today’s “always on” society, it can be tempting to focus on your business operations 24 hours a day, seven days a week. Indeed, a recent report by Simply Business revealed that 1 in 3 UK small business owners […]
Category: Lifestyle
Like many people, you may well have saved money across multiple pension pots throughout your career. In fact, according to MoneyAge, 28% of UK adults have saved money across three or more pension pots during their working lives. It’s easy to see why you could misplace or lose track of previous pensions, especially when you […]
Category: Financial Planning
You may well have owned your business for decades, so you’ll no doubt have given it a great deal of thought before deciding to sell it and move on. Conversely, you may be looking to sell up after just a few years of running the firm because you feel the time is right to move […]
Tags: selling your business
Category:
Business
With Inheritance Tax (IHT) receipts reaching record highs in the 2022/23 tax year, you’ve perhaps never been more likely to leave your loved ones with a bill when you pass away. IHT is a tax on the estate, including possessions, money, property, and some lifetime transfers, of someone who has died. Yet, despite an increasing […]
Tags: estate planning, Inheritance tax
Category:
Financial Planning
“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist. Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]
Tags: growth, inflation, interest rates
Category:
Investment management
The Clarion Investment Committee met on the 17th of August 2023. 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, Political and Business Snapshot Economics UK inflation slowed to 6.8% in July […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management