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 2pm on 21st May 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]
Tags: Explorer, funds, investment, Meridian, Prudence, stock market
Category:
Financial Planning,
Investment management
In recent weeks we have debated at length the impact that the ongoing coronavirus crisis is having on the global economy and financial markets. One of its more noteworthy effects has been the contrast between businesses that are relatively well sheltered or perhaps stand to benefit from the long-term impact of the outbreak and those […]
Tags: Coronavirus, dividends, global economy, investors, pandemic performance, risk, stock market
Category:
Investment management
As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]
Tags: adaptability, Coronavirus, COVID 19, economy, sales growth
Category:
Financial Planning,
Investment management
Our business development director John Winstanley opens the doors on his new work-from-home life. Now we are well into this second period of ‘lockdown’, I thought it would be interesting to share my personal experience of working from home. I have always been very routine-orientated and have strived maintain one while working from home. So, […]
Tags: COVID 19, family, home office, Work from home, work life balance
Category:
Lifestyle,
Our team news
First, a confession – I am an eternal optimist; apparently, it is difficult to live with. My wife Anne says that if she came through the door with an arm missing, I would say: “It’s good that you still have one arm and think of all the great things you can still do”. Although that […]
Tags: Coronavirus, family time, long-term, markets, new normal, optimism, recovery
Category:
Lifestyle,
Thought pieces
The novel Coronavirus SARS-CoV-2 has caused businesses to rapidly change the way they that they operate, including the way in which meetings are conducted with staff, clients and suppliers. This has led to a huge increase in the usage of video conferencing software such as Zoom, Microsoft Teams and others. Zoom, already the market leader […]
Category: Business
Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]
Tags: Explorer, funds, investment, Meridian, Prudence
Category:
Financial Planning,
Investment management
As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]
Tags: economic commentary, stock markets
Category:
Financial Planning,
Investment management,
Thought pieces
Out of adversity comes opportunity: economic and stock market commentary
As always we sincerely hope that all our clients, their families and friends are keeping safe and well. On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]
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Tags: COVID 19, debt risk, disruptive innovation, economic commentary, investments, markets
Category: Investment management