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.
Meet Isabelle Spencer What is your role at Clarion? Adviser Client Support How did you take your first steps into Financial Planning? I originally worked at Royal London in the retirement Pensions department, for four years before moving over to Clarion. Working at Royal London made me realise how important it was to provide everyone […]
Tags: Clarion Family, New colleague, Staff
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Our team news
This will be the ‘last phase of the struggle’ ‘not only is the end in sight, we know exactly how we will get there’ said Boris Johnson on 4th Jan 2021 in his televised address to the nation. No prize for guessing the subject, Covid, but how wrong the prognosis was, with over 70,000 more […]
Tags: Review of the year
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Thought pieces
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. The Omicron variant continues to dominate market sentiment, resulting in volatile equity and bond markets. […]
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
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Investment management
“Predicting rain doesn’t count, building an Ark does.” Warren Buffett, American business magnate, investor, and philanthropist. Economic Update “Same procedure as last year? Same procedure as every year!” The classic sketch “Dinner for One” is a New Year’s tradition in Germany and much of Northern Europe. Miss Sophie’s 90th birthday party and her famous reply […]
Tags: equities, growth, inflation, stock markets
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Investment management
We are delighted to announce Ella Davies as the latest Chartered Financial Planner to have been appointed at Clarion Wealth Planning. Joining Clarion after 11 years at another North West firm, Ella said: “I chose to join Clarion because of its professionalism. It absolutely aligns with my approach to true financial planning and the high […]
Tags: Chartered status, new staff, Women in finance
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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. The COP26 conference in Glasgow ended with a whimper as opposed to a bang, due […]
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
We are delighted to announce Robin Townsend has been appointed to a new role for Clarion Wealth Planning. Robin joined Clarion as Compliance Director at the beginning of November and brings a wealth of knowledge and experience with an extensive background in the financial services sector. Robin said: “It is fantastic to join the Clarion […]
Tags: Compliance, director, new staff
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Our team news
“The hardest arithmetic to master is that which enables us to count our blessings.” – Eric Hoffer, American philosopher and author. Economic Update At J.P. Morgan’s recent third quarter results presentation, Jamie Dimon, Chairman and CEO, was asked about comments he had made regarding the supply chain problems and what he had been hearing from […]
Tags: house prices, new variant, supply chain, workforce
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Investment management
On one of Stephen’s first visits to the region since COVID-19, Sam Petts of the Clarion Investment Committee caught up with him over lunch in Manchester. Blue Whale represents one of the core global positions within the Clarion Investment Portfolios. Peter Hargreaves and Stephen Yiu set up the investment business Blue Whale Capital in 2017 […]
Tags: Amazon, confidence to invest, Meet the manager, Microsoft, sell-off
Category:
Investment management