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.
Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]
Tags: Autumn Statement, Tax, wealth restructuring
Category:
Financial Planning,
Thought pieces
“We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein 1879-1955. World Renowned Theoretical Physicist. Economic snapshot China’s party congress has confirmed a third five-year term for President Xi Jinping, making him the country’s most powerful leader since Mao Zedong. The war in Ukraine has reached an even […]
Tags: bear market, inflation, mini Budget
Category:
Investment management
The Clarion Investment Committee met on Monday 17th October. The following notes summarise the main points of consideration in the investment Committee discussions. Economic snapshot and political snapshot (These notes are as at the date of the Investment Committee meeting on 17th October since which time the Prime Minister, Liz Truss, has resigned and we […]
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
To mark Financial Planning Week (3-9 October) we asked Clarion colleagues what they loved about the sector and their thoughts on this year’s FPWUK themes: busting financial planning myths and encouraging family conversations about finances. Ron Walker, Clarion Founder “I think one of the best parts of my job, and something that might sound counterintuitive, […]
Tags: Financial Planning Week, World Financial Planning Day
Category:
Financial Planning
The Clarion Investment Committee met on Wednesday 14th September. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic Snapshot The UK’s energy support package announced earlier this month is a huge response to the cost-of-living crisis, costing roughly twice as much as the COVID furlough scheme. Supporters see it […]
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
“The farther back you can look, the further forward you are likely to see” Winston Churchill Her Majesty Queen Elizabeth 11 (1926-2022) The death of Her Majesty the Queen has been a timely opportunity to take stock of our nation and to re-examine what kind of place we have become. Contrary to the miserable musings […]
Tags: mini Budget, stock markets, the Queen, Ukraine
Category:
Investment management
We were deeply saddened to hear of the passing of Her Majesty The Queen. For over seventy years she has dedicated her life to service for her country and the Commonwealth and been a figurehead of national unity and stability at a time of enormous change. The death of a 96-year-old does not come as a surprise, […]
Tags: office closure, Queen Elizabeth, state funeral
Category:
Community
The Clarion Investment Committee met on Thursday 18th August 2022. The following notes summarise the main points of consideration in the investment Committee discussions. Economic Snapshot European gas prices hit new record highs as fears of a shortfall over the winter continued to grow. A zinc smelter in the Netherlands and an aluminium smelter in […]
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
“The whole aim of practical politics is to keep the populace alarmed, and hence clamorous to be led to safety, by menacing it with an endless series of hobgoblins, all of them imaginary.” Henry Louis Mencken (1880-1956), American journalist, essayist, satirist, cultural critic, and scholar of American English. He commented widely on the social scene, […]
Tags: gas prices, inflation, investment strategy, recession, Ukraine
Category:
Investment management