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.
At Clarion Wealth Planning, we place huge importance on long-term financial planning and the longevity of our client relationships. But this month we are also marking 10-year milestones for three of our colleagues too. Janet Crewe, Andrea Billington and Emma Nunnerley are celebrating their decade at Clarion. Advisor Client Support Janet has been in the […]
Tags: careers in finance, service, Staff
Category:
Our team news
Clarion adds value to all our clients’ lives, but it can often be the non-financial ways that are the most life-changing. Catherine Parry was introduced to Clarion by her father when she bought her first property in 1997. Catherine, 51, is originally from Shropshire and her husband Gareth, 47, hails from North Wales. They met […]
Tags: Case study, vision and goals analysis
Category:
Financial Planning
The Clarion Investment Committee met on the 2nd of February 2023. The following notes summarise the main points of consideration in the investment Committee discussions. (These notes are as at the actual date of the Investment Committee since which time major central banks have continued with the theme of tightening monetary policy with further interest […]
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
“Keep in mind that progress is not always linear. It takes constant course correcting and often a lot of zigzagging.” Buzz Aldrin: American former astronaut, engineer and fighter pilot. Born 20th January 1930. Economic Commentary “Government debt, hospital waiting lists, rail strikes, health workers on strike, slowing economy, inflation, public demonstrations, threat of energy rationing……” […]
Tags: energy, national debt, Quantitative easing, stock markets
Category:
Investment management
The Clarion Investment Committee met on the 12th of January 2023. The following notes summarise the main points of consideration in the Investment Committee discussions. (These notes are as at the actual date of the Investment Committee, since which time major central banks have continued with the theme of tightening monetary policy with further interest […]
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
“Prediction is very difficult, especially if it’s about the future!” Niels Bohr,1885-1962, Danish physicist, Nobel Laureate in Physics and Father of the atomic model and quantum theory. Forecasts, predictions and crystal balls January is often a month of dismal days and long dark nights, but it can also be the time for new beginnings, new […]
Tags: China, inflation, Japan, stock markets, US
Category:
Investment management
What is your role at Clarion? I am a Chartered Financial Planner, having joined the firm nearly 6 years ago. Since 2018, I have also been a member of the Clarion Investment Committee and in 2020 was appointed to the role of chairman to oversee the monthly meetings. You have been with Clarion for five […]
Tags: Chartered Financial Planner, Staff
Category:
Our team news
In 1805, the Manchester Mail newspaper published, for the first time, the story of the Wizard of Alderley Edge as told by Parson Shrigley, former Clerk and Curate of Alderley. A farmer from Mobberley was taking a white mare to sell at the market in Macclesfield. Walking along the Edge, he reached a spot known […]
Tags: Review of the year
Category:
Thought pieces
The Clarion Investment Committee met on the 5th December. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 5th of December. (These notes are as at the actual […]
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