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.
Minutes of the Clarion Investment Committee held at 1pm on 8th April 2021 by Video Link. Committee Members in attendance: – Sam Petts (SP) IC Chairman/Investment Manager Keith Thompson (KWT) Chairman (Clarion Investment Management) Ron Walker (RW) Managing Director (Clarion Investment Management) Adam Wareing (AW) Operations Director & Compliance Director (Clarion Investment Management) Jacob Hartley […]
Tags: funds, Investment committee, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“A stumbling block to the pessimist is a stepping-stone to the optimist.” – Eleanor Roosevelt, Former First Lady of the United States of America It seems appropriate that April’s commentary coincides with Spring and a sense of new beginnings, as we begin to emerge from lockdown. No doubt there will be many challenges as society […]
Tags: economic commentary, economic recovery, investment
Category:
Investment management
Clarion Wealth Planning’s Business Development Director, John Winstanley, explains why the company has experienced a surge in their client base over the last 12 months. As a result of the global Covid pandemic, the past year has caused massive turbulence within all commercial sectors, but whilst many markets have reported decline and shrinkage, nearly half […]
Tags: client relationships, clients
Category:
Our team news
Minutes of the Clarion Investment Committee held at 1pm on 11th March 2021 by video link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion Ron […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“Prediction is very difficult, especially if it’s about the future” – Niels Bohr, Nobel Laureate in Physics. Stock markets can often be likened to spoiled and obstreperous toddlers and the role of central bankers to that of the harassed parent. As a parent you must inculcate sufficient discipline whilst also making sure the youngsters can […]
Tags: bonds, central banks, equities, inflation, stock markets
Category:
Investment management
Minutes of the Clarion Investment Committee held at 1pm on 11th February 2021 by Video Link. Committee Members in attendance: Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion *Apologies […]
Tags: funds, investment, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Navigator Portfolio, MGTS Clarion Prudence
Category:
Investment management
“Tomorrow will be a Good Day” Captain Sir Tom Moore. Every crisis brings forward a hero and many have been born out of the coronavirus pandemic. Scientists, healthcare professionals, teachers and ordinary people on the ‘frontline’ of the pandemic. All helping directly to battle the virus and indirectly to keep as many of us in […]
Tags: diversified investment, liquidity, recovery, stock markets
Category:
Investment management
Our Chairman Keith Thompson and Business Development Director and Chartered Financial Planner John Winstanley both recognise the importance of truly understanding our clients, enabling them to enjoy the serious business of life. Here Keith and John share the story of their careers in financial services and what they have learned from working together, building a relationship […]
Tags: careers, clients, financial services, team work
Category:
Financial Planning,
Our team news
Stock market and economic commentary May 2021
“I’ve got to admit it’s getting better, a little better all the time.” – A song from The Beatles’ 1967 album Sergeant Pepper’s Lonely Hearts Club Band Coronavirus update Despite occasional, and often welcome, distractions from the world of politics, sport, weather, travel and, sadly, crime, the coronavirus pandemic continues to dominate headlines. The world’s […]
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Tags: Coronavirus, economic commentary, inflation, investment
Category: Investment management