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.
In the early stages of a new business venture, we often find that entrepreneurs are so focused on building and growing their new brand, that they neglect their personal finances. Here one of Clarion’s Chartered Financial Planner’s – Jacob Hartley – talks through how as a company we work with many young entrepreneurs and take on […]
Tags: clients, entrepreneurs, financial planning, future finance, personal wealth
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management
Here at Clarion, we recognise the privileged position we occupy and the level of responsibility that comes with that. The Clarion way has always been such that we put our clients first, care for our employees and deliver on our longstanding charitable interests through the Clarion Welsby Foundation. Put simply, this is our ethos, looking […]
Tags: charity, clients, colleagues, community
Category:
Community,
Creating Better Lives
“No one has ever become poor by giving.” Anne Frank The Clarion Welsby Foundation was established in 2011 with the clear objective of helping others. Our preference is for funding specific projects that will have a clear and measurable outcome, in terms of the quality of life of individuals and families. Maybe surprisingly – for […]
Tags: charity, community
Category:
Community,
Creating Better Lives
“Down cycles are not fun. But they form the basis for enormous future profitability.” – Steven A. Schwarzman. American billionaire businessman and philanthropist and Chairman of The Blackstone Group, a global private equity firm. Ukraine The war in Ukraine grinds on with tragedy around every corner but Russia is finding the going far more challenging than […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (11th May 2022) 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 Clarion Investment Committee met on Wednesday 11th May with thoughts dominated by […]
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
Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique… What is your role at Clarion? Associate Financial Planner […]
Tags: Associate financial planner, Clarion Family, Staff
Category:
Our team news
This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave 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
“In many ways, the stock market is like the weather in that if you don’t like the current conditions, all you have to do is wait a while.” Louis A Simpson, CEO and President of US Government Employees Insurance Company and close friend, confidante and adviser to Warren Buffett of Berkshire Hathaway. Ukraine-Russia Conflict […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
At Clarion, the manner in which we conduct our business matters. It goes without saying that, as financial planners, earning clients’ trust is paramount. Time and again, our clients tell us they are struck by our uniquely high standards and personalised approach to client care. Retired businessman Ray Briggs and his wife have been Clarion […]
Tags: client relationships, clients
Category:
Financial Planning