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.
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
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. 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
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Investment management
Like many couples, the pandemic made Howard and Sylvia Glass from Manchester reassess their priorities. With two grown children living in London, both with great careers and their own families, and a son expected to return to the capital after a stint in Bermuda, the lockdowns only served to emphasise how much they were missed […]
Tags: family, financial planning, property, releasing funds
Category:
Financial Planning
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 strongest IA sector performers during September were IA Japan (4.58%), IA Japanese Smaller Companies […]
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
“October: This is just one of the peculiarly dangerous months to speculate in stocks & shares. The others are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain Economic update Doom sells. Whether stock markets and economies are rosy or wobbly, making predictions of impending disaster is something of […]
Tags: bears, diversified investment, inflation, stock markets
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Investment management
“We have peace of mind that Clarion knows exactly what it is you are looking for and they know how to provide it.” Meet Clarion clients – David and Dorothy Durling – who had never engaged the services of a financial planner before their tax accountant introduced them to Clarion just as they both […]
Tags: Case study, investments, lifelong planning, retirement
Category:
Financial Planning