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.
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
Here at Clarion, we are a firm built on strong relationships. We pride ourselves on our personable approach and see the value in spending time getting to know our clients. It is equally important for our clients to get to know their Financial Planner and build a trusted relationship with them. In the first of […]
Tags: Chartered Financial Planner, Staff
Category:
Our team news
Clarion Wealth Planning is accelerating plans to become carbon neutral as part of our new initiative called Best Service, Best Workplace, Best World. We had originally aimed for carbon neutral status by next April but we are now expecting to achieve the milestone by the autumn. We are working with Carbon Neutral Britain, an organisation […]
Tags: Best World, carbon neutral, environmentally friendly
Category:
Community
Our chairman Keith Thompson and Clarion Chartered Financial Planner Jacob Hartley sit down with colleague Ella Davies to discuss their careers and predictions for the future of financial planning. Keith, with his 59 years’ membership of the CII, and 25-year-old Jacob, who qualified as the youngest Fellow four years ago, may seem poles apart but […]
Tags: careers, financial planning, qualifications, Staff
Category:
Financial Planning,
Thought pieces,
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