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.
A quote from the renowned American investor and writer, Howard Marks, sets the tone for this month’s commentary: “The best response when seas are choppy is to focus on completing the long-term voyage and not think about whether the next wave is going to push the nose of the boat up or down.” Despite a […]
Category: Business, Thought pieces
Meet John Winstanley What is your role at Clarion? Financial Planner How did you take your first steps in to Financial Planning? I joined HBOS at the age of 19 knowing that I wanted to pursue a career in financial advice. They put me through a robust training program to get me fully qualified and […]
Category: Our team news
Two of the most successful investors of recent times, Warren Buffett and Terry Smith, have recently published their annual investor letters. These letters are always worth reading for their insight into how a successful stock market investor thinks. Although we are dealing with different aims, objectives and risk criteria, Clarion use similar methodology as these […]
Category: Business, Thought pieces
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
This week we meet Andrea Billington, Front of House at our Alderley Edge office.
Category: Our team news
Following a negative final quarter in 2018, we look at how we expect the markets to fare over 2019.
Category: Business, Investment management, Thought pieces
The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.
Category: Financial Planning, Investment management
This week we meet Alistair Cartwright, Associate Financial Planner at Clarion.
Category: Our team news
The Committee debated the current macroeconomic situation and recent market volatility as 2018 drew to a close.
Category: Financial Planning, Investment management