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.
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to […]
Category: Financial Planning
The Clarion Investment Committee met on 12 September 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics The US Federal Reserve lowered its benchmark interest rate […]
Category: Financial Planning, Investment management
“If you never want to be criticized, for goodness’ sake don’t do anything new.” – Jeff Bezos Founder and Executive Chairman of Amazon. Economic Update One of the long-running criticisms of the UK economy is that it is too dependent on consumer spending. Britons, so the argument goes, are too eager to borrow and spend […]
Category: Financial Planning
Everyone wants their children or grandchildren to have the best possible start in life, and that may mean you have hopes of giving them a private education. But private schools can be very expensive, and with fees set to no longer be exempt from VAT starting in January, the costs are likely to increase. A […]
Category: Financial Planning
The US election on 5 November is fast approaching, and many analysts are predicting it will be one of the closest presidential contests in American history. Markets are typically averse to uncertainty, and short-term volatility is common in the build-up to elections as investors react to potential policy shifts. However, once the outcome of the […]
Category: Financial Planning
The Clarion Investment Committee met on 15 August 2024. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics US inflation dropped to 2.9% in the […]
Category: Financial Planning
“If you’re not grateful, you’re not rich, no matter how much you have.” – Sir John Marks Templeton – 1912-2008, American born British investor, banker, fund manager and philanthropist. Economic Update The UK economic outlook has brightened in recent months. Growth has come back more quickly than expected, inflation is running at a third of […]
Category: Financial Planning
Offering a suite of benefits can be the difference between attracting top talent and losing out to competitors, retaining valuable employees or facing high turnover, and passing as an average business or flourishing into an industry leader. Research by Avado found that 70% of employees are more likely to stay with a company that offers […]
Category: Financial Planning
On Monday, 5 August, global markets tumbled amid mounting fears of a US recession. While indices worldwide experienced significant declines, the Nikkei 225 in Japan stood out with its steepest drop in nearly four decades, highlighting the severity of the market’s reaction in Japan compared to other regions. However, rather than precipitating an even bigger […]
Category: Financial Planning
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