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.
“By failing to prepare you are preparing to fail.” Benjamin Franklin, Founding Father of the United States of America Few people are a success in business by accident and equally careful thought and planning are vital to ensure an exit from your business is as successful as your career. You do not have to […]
Tags: Enough Now, exit business, selling your business
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Business
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. BoE is buying c.£4bn worth of bonds each week and currently owns around 31% of […]
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
“There are as many atoms in a single molecule of your DNA as there are stars in the typical galaxy. We are, each of us, a little universe.” Neil deGrasse Tyson, American astrophysicist, planetary scientist, and author Coronavirus update The pandemic has been the main determinant of economic activity in the last 18 months. Rising […]
Tags: Coronavirus, economy, stock markets
Category:
Investment management
“It is important to know we can have adventures now but know we will also be OK if we live to 105.” Meet Clarion clients – Keith and Sue Simmonds – who work with Chartered Financial Planner John Winstanley. The couple from North Wales, who have two children just finishing their GCSEs and […]
Tags: client relationships, clients, family finance, financial planning, life goals
Category:
Financial Planning
What is happening? “I have little doubt that with excess savings, new stimulus savings, huge deficit spending, more quantitative easing, a new potential infrastructure bill, a successful vaccine roll out and euphoria around the end of the pandemic, that the US economy will likely boom. This boom could easily run into 2023 because all spending […]
Tags: financial planning, inflation, investments
Category:
Financial Planning
“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
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