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.
There is no such thing as a rich pessimist – Max Warburg, German banker The year has only just passed the half-way mark but the history of Covid-19 and how it should best be combatted will not be written for a long while yet. The past few months have been an exceptional time for all […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
The coronavirus pandemic and lockdown has been a strange and difficult time for all of us, not to mention also extremely sad for some people with life-changing events becoming common place. The crisis has meant that we have all come face to face with our own mortality and the isolation of lockdown has offered a […]
Tags: estate planning, inheritance, Tax, tax reform, wealth transfer
Category:
Financial Planning
Minutes of the Clarion Investment Committee held on June 18, 2020, at 2pm 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 […]
Tags: Explorer, investment, Investment committee, investors, Meridian, Prudence
Category:
Investment management
Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]
Tags: clients, communication, COVID 19, financial planning, lockdown, meeting, video conferencing, Zoom
Category:
Financial Planning,
Thought pieces
‘Navigator’ is the term used for someone who is responsible for the path or journey of a vessel or aircraft and the science around ensuring it gets from place to place, and to its eventual destination, safely. As such, Clarion’s new fund name fits well with the medium to long-term objective to provide a balance […]
Tags: investments, MGTS Clarion Navigator Portfolio, new fund
Category:
Investment management
We are delighted to announce our Head of Advice Delivery Alistair Cartwright has landed a top financial industry award. He has been named Paraplanner of the Year (In House) in the prestigious Professional Paraplanner Awards 2020. There was a record number of entries to recognise the expertise of paraplanning, indicating a highly competitive field in […]
Tags: Advise delivery, award, Paraplanner of the year, Paraplanning
Category:
Our team news
After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]
Tags: communication, Coronavirus, financial planning, new normal, relationships, service
Category:
Financial Planning,
Thought pieces
Clarion Wealth Planning’s independent study into the psychology of selling a business has revealed the best guidance when planning a sale comes from those who had been through the experience – and the professionals. A sale of a business may be more difficult and prolonged than many owners expected. Ron Walker, founder of Clarion Wealth, […]
Tags: business, business psychology, change, decision to sell, professional advice
Category:
Business,
Enough Now!,
Thought pieces
Stock market and economic commentary: A realist adjusts the sails
“The Pessimist complains about the Wind; The Optimist expects it to change; The Realist adjusts the Sails.” William Arthur Ward, writer Despite the release of data showing the UK economy suffered a record contraction in activity in April and cautionary comments from the Chairman of the Federal Reserve Bank of America (Fed), the past few […]
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Tags: economic commentary, equity, investors, long-term, recovery, risk, stock market
Category: Investment management