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 10am on 20th August 2020 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, markets, Meridian, Navigator, Prudence
Category:
Financial Planning,
Investment management
“A real man smiles when in trouble, gathers strength from distress and grows by reflection.” Thomas Paine, political activist August is a time for reading and reflection. This year has turned out to be very different from what we expected. So much of our everyday reality has changed because of Covid-19. It has been a […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
Will capital gains tax (CGT) rise dramatically as the government attempts to claw back the cost of extra spending during the coronavirus pandemic? Last month Chancellor Rishi Sunak commissioned The Office of Tax Simplification (OTS) to investigate whether capital gains tax is ‘fit for purpose’. This surprise review of CGT could lead to higher taxes […]
Tags: Capital gains tax, revenue, Treasury, wealth tax
Category:
Financial Planning
Minutes of the Clarion Investment Committee held at 2pm on July 16, 2020 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, funds, Investment committee, Meridian, Navigator, Prudence
Category:
Investment management
We are delighted to have helped save a charity that supports young people who are struggling at school or becoming involved in crime from closing due to Covid-19. We donated £3,000 to Challenge 4 Change because we are passionate about investing in the future of young people in the North West. The charity, based in […]
Tags: Challenge 4 Change, charity, communication, leadership
Category:
Our team news
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