True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Our news and updates.

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.

 

The Clarion team on a charity ramble for Circus Starr

The Circus with Purpose!

As summer temperatures soared , the Clarion team embarked on a scenic 10-mile ramble to raise funds for Circus Starr.

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Category: Our team news

volatile stock market graph

Trump, Trade Wars and Stock Markets

The psychological nature of investing means that investors, being ever fearful of losing money, will always find something to worry about.

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Category: Business, Investment management, Thought pieces

Keith Thompson, Clarion Investment Committee

Meet the Clarion Family

This month we meet Non-Executive Chairman, Keith Thompson, to find out how he took his first steps into financial planning, what inspires him and what he thinks makes Clarion so unique.

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – June 2018

The Committee discussed the current economic and market outlook and the following is a brief summary of the key points.

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Category: Financial Planning, Investment management

2018 diary and calendar

Half Yearly Economic & Market Commentary

Our Chairman, Keith Thompson, discusses the impact the first half of 2018 has had on global investment markets, and how we can expect things to change moving forward.

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Category: Financial Planning, Investment management, Thought pieces

calculator, ruler and pen on graph paper

Predictions That Went Wrong

In the early 1970s two eminent American Psychologists conducted a survey about how people would remember their predictions about important forthcoming events.

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Category: Thought pieces

emma-nunnerley-Clarion-Wealth-Planning

Meet the Clarion Family

This month we meet Associate Financial Planner, Emma Nunnerley, to find out how she took her first steps into financial planning, what inspires her and what she thinks makes Clarion so unique.

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – May 2018

The Committee discussed in detail the current economic, political and investment climate, an overview of which is summarised below:

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Category: Financial Planning, Investment management

businessman with child

Selling Your Business? Don’t Forget to Tell the Family

The decision to sell a business is not taken lightly. Aside from the financial complexities of the deal itself, there are many personal and emotional aspects to consider.

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Category: Thought pieces

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