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.
Click here to sign-up to our monthly email, The Clarion, for regular updates.
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.
As we approach International Women’s Day, our Chartered Financial Planner Ella Davies considers why women are less likely to engage a financial planner when they really should and how the financial sector needs to evolve to serve all of its clients. When it comes to women’s finances, there is a lot of talk and […]
Tags: International Women's Day, Women in finance
Category:
Thought pieces
Clarion Chartered Financial Planner Ella Davies examines the confusion that sometimes surrounds the distinction between a Financial Planner and a Financial Adviser This is something I very rarely get asked by my professional network. I think there is a common misconception that the two are very similar, however this couldn’t be further from the truth. […]
Tags: financial adviser, financial planner
Category:
Financial Planning
Clarion has started 2022 with a newly expanded team to add strength to our promise of true lifelong financial planning for clients. We have increased our financial planning power by 20% with four new appointments; Chartered Financial Planner Ella Davies, Associate Financial Planner Jebun Kazi, Robin Townsend, Clarion’s first Compliance Director and joining the Adviser […]
Tags: appointments, expansion, new staff
Category:
Our team news
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. US equity markets suffered continued selloffs throughout the last few weeks with the futures market […]
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
Prospective clients often arrive at their initial meeting unprepared for the unique Clarion experience – particularly if they have previously retained the service of a different financial adviser. The level of detail at each step of ‘The Clarion Journey’ is markedly different to the experience at other financial advisory firms. The process of gathering information […]
Tags: Client journey, client relationships
Category:
Financial Planning
“Stock market corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market.” Rob Chernow; American writer, journalist, historian and biographer Stock Markets Two things happened in financial markets in the first few days of 2022 […]
Tags: inflation, interest rates
Category:
Investment management
We are delighted that our financial planning team has been strengthened with the appointment of Jebun Kazi as Associate Financial Planner. Jebun has joined Clarion after three years at a south Cheshire wealth management firm, latterly as paraplanner. She is looking forward to putting her skills into action for the benefit of our clients, particularly […]
Tags: Associate financial planner, new appointment
Category:
Our team news
Investment in education is the gift that keeps on giving. It is never too soon to factor in the cost of providing your children with the very best start in life. Like parents-to-be who put their child’s name down for the family’s preferred school before they are even born, many are now planning for the […]
Tags: Education, private school, school fees, tuition fees, university
Category:
Financial Planning
Meet Robin Townsend What is your role at Clarion? Compliance Director How did you take your first steps into Financial Planning? As an Area Representative for a large product provider What do you think Clarion offers its clients that make it unique? Always putting the client’s best interests at the forefront of anything we do […]
Tags: Compliance, New colleague, staff appointments
Category:
Our team news