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.

 

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

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Category: Financial Planning, Investment management, Our team news

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Stock markets fell sharply in late January after US wage inflation hit its highest level since 2009, triggering fears that the US Federal Reserve (Fed) will need to raise interest rates more rapidly than expected.

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 7th February

Relative VaR ratios for Meridian and Explorer were in line with expectations and the Committee made no further comments.

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Category: Business, Financial Planning

Stock market performance

Goldilocks, The Inflation Bear and a Stock Market Correction

The world economy is currently enjoying a “Goldilocks” phase with growth that is not too hot to fan the flames of inflation but also not too cold to damage corporate profitability.

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Category: Business, Financial Planning, Investment management, Thought pieces

Will it be worth it?

Jonnie Whittle reflects on sharp suits and the process of taking expert advice.

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Category: Business, Thought pieces

Financial crisis newspaper headlines

The Power of Hindsight and Foresight in Financial Markets

Forewarned is to be forearmed, or so they say, but prior knowledge of the political outcomes in recent years would have been almost useless to most investors.

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Category: Financial Planning, Investment management, Thought pieces

Bitcoin image

Cryptic Cryptocurrencies

Sam Petts, financial planner at Clarion, takes a closer look at cryptocurrencies and the bitcoin phenomenon.

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Category: Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 10th January 2018

As this was the first Investment Committee Meeting of 2018, the Committee felt it would be useful to review the major global developments of 2017.

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Category: Financial Planning, Investment management

Clarion meeting hands

5 things to look for in a good financial planner

When you find the right financial planner, you will be embarking on long-term relationship. So, what should you be looking for?

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Category: Financial Planning, Thought pieces

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