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.

 

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

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee Meeting – Monday, 14th May

In view of the Stock Market volatility in February, March and the early part of April, the Clarion Investment Committee (IC) felt it appropriate to hold an unscheduled meeting to review the performance of the Portfolio Funds.

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Category: Financial Planning, Investment management

Man writing in notepad

Sell in May and Go Away!

At this time of year, investors are reminded of the old stock market adage “Sell in May and go away, come back again on St Leger day”

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Category: Financial Planning, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – April 2018

The Committee discussed an overview of the global economic environment the key elements of which as follows

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Category: Business, Financial Planning, Investment management

sam petts financial planner at clarion wealth management

Meet the Clarion Family

This month we meet Financial Planner, Sam Petts, 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

Financial crisis newspaper headlines

Goldilocks, Bears and Canaries

Lessons from History can often provide useful insights into how stock market investors might behave in the future. The turbulent period leading up to and including the financial crisis of 2007 to 2009 is a good example.

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Category: Financial Planning, Investment management, Thought pieces

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