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.
“No man is an island entire of itself; every man is a piece of the continent, a part of the main.” – John Donne, poet, 1624 During the pandemic, the UK achieved its record number of millionaires ‐ ultra‐high net worth individuals (UHNWIs) as they are euphemistically called. Here at Clarion, we see things […]
Tags: family business, family wealth, inheritance, intergenerational wealth
Category:
Financial Planning
Minutes of the Clarion Investment Committee held at 1pm on 11TH June 2021 by video link. Committee Members in attendance: Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley (JH) Associate Financial Planner (Clarion Wealth Planning) Dmitry […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator
Category:
Investment management
“Our Patience will achieve more than our Force.” Edward Burke, Irish political philosopher and statesman Coronavirus update Patience is a virtue, or so they say. After years of discussions but little in the way of progress, the coronavirus pandemic has spurred the cash-strapped G7 countries to finally agree a firm tax plan for the super-wealthy […]
Tags: Coronavirus, economy, stock markets
Category:
Investment management
At Clarion we firmly believe it is important not only to invest our time and skills to provide our clients with a high-quality financial planning service but that, when appropriate, we should also invest in local communities. At the end of last year, we made a donation to a Wilmslow-based charity, Rob and his Angels, […]
Tags: charity, community
Category:
Our team news
We are delighted to welcome Matthew Peoples as our new trainee associate financial planner. Matthew was so eager to begin his career in the finance sector, he completed his cybersecurity degree at Sheffield Hallam University early to join us several weeks before the term officially ended. Matthew has a long-held interest in personal finance, which […]
Tags: Associate financial planner, new staff, trainee
Category:
Our team news
Bitcoin has been on something of a rollercoaster ride in the last few months and investors would be forgiven for feeling like they have developed crypto whiplash from the highs and lows. However, there seems to be one constant – Bitcoin’s burgeoning reputation as “dirty currency”. And with investors in 2021 more ESG-aware than ever, […]
Tags: Bitcoin, blockchain, cryptocurrency, energy, environment, ESG
Category:
Investment management,
Thought pieces
Emma Nunnerley has more than 20 years’ experience in the Financial Services sector. After administrative and trainee roles with companies in London and Manchester, and a break to go travelling, she joined Clarion Wealth Management eight years ago – and has never looked back. What do you enjoy about working at Clarion? “I have been […]
Tags: Associate financial planner, Staff
Category:
Our team news
Minutes of the Clarion Investment Committee held at 1pm on 6th May 2021 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley (JH) Associate Financial Planner (Clarion Wealth Planning) Dmitry […]
Tags: fund, Investment committee, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator, MGTS Clarion Prudence
Category:
Investment management
Stock market and economic commentary May 2021
“I’ve got to admit it’s getting better, a little better all the time.” – A song from The Beatles’ 1967 album Sergeant Pepper’s Lonely Hearts Club Band Coronavirus update Despite occasional, and often welcome, distractions from the world of politics, sport, weather, travel and, sadly, crime, the coronavirus pandemic continues to dominate headlines. The world’s […]
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Tags: Coronavirus, economic commentary, inflation, investment
Category: Investment management