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.
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
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. Investors with a long-term view have historically grown their portfolios more successfully than those with […]
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
“An idiot with a plan can beat a genius without a plan.” Warren Buffett, billionaire business magnate and philanthropist Economic update The early 2020s may be remembered forever more as the time of the Covid pandemic but a subsidiary label might be that of the shortage years. The dislocation between supply and demand created by […]
Tags: financial markets, supply and demand
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Investment management
Meet Geoff Lord, who after a lifetime in the financial sector, values strong personal relationships when doing business – making Clarion a perfect fit for his family’s financial planning needs. The retired stockbroker from Stockport and his wife of 42 years, Wendy, have been clients of Clarion Wealth Planning since 2017. The advice they receive has […]
Tags: Case study, client relationships
Category:
Financial Planning
Meet Peter Butcher What is your role at Clarion? Chartered Financial Planner. It’s a great role as I find helping my clients very rewarding. How did you take your first steps into Financial Planning? I graduated from university and got a place on a Graduate Development Programme for aspiring Financial Planners. The Graduate Programme allowed […]
Tags: Chartered status, financial planning, Staff
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