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.
We are delighted to announce the arrival at Clarion of Bradley Peet, who has joined our team as an associate financial planner. He has been recruited to take up a role which became available following an internal promotion. Bradley has joined Clarion after more than three years at Carpenter Rees, which is based in south […]
Tags: Associate financial planner, team news
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Our team news,
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The Clarion Investment Committee met on the 10th of May 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Stock Market Snapshot Economics US treasury secretary Janet Yellen said […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“The world is full of foolish gamblers, and they will not do as well as the patient investor”. Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Reasons to be cheerful Part 1… the UK consumer In the last 18 months, UK consumers have faced the worst energy crisis in […]
Tags: China, consumer, inflation, invest, UK
Category:
Investment management
We are delighted to announce that our team has been enhanced with the appointment of Christine Martins as Adviser Client Support. Christine said: “I am enjoying this busy role, supporting the financial planners with the day-to-day administration involved in servicing our clients. With new business, there is always a lot of preparation, and a large and […]
Tags: ACS, adviser client support, new staff
Category:
Our team news
The Clarion Investment Committee met on the 13th of April 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Stock Market Snapshot Economics Early estimates of activity in […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“Good Judgement comes from experience and experience comes from bad judgement.” Samuel Langhorne Clemens, aka Mark Twain (1835-1910) American humourist, author, entrepreneur, publisher, and lecturer. Economic Update Riding the economic cycle Global economic activity is proving more resilient than expected. Lower gas prices, an easing of inflation pressures and a rebound in China’s economy have […]
Tags: investors
Category:
Investment management
Andrea Billington, our operations support, has retired after ten years with Clarion. The team bade her farewell at a leaving lunch at our fabulous neighbours Gusto. Our founder Ron Walker said: “Andrea has been the friendly face that has greeted clients and visitors to our offices for a decade. “She has ably assisted in operational […]
Tags: retirement
Category:
Our team news
The Clarion Investment Committee met on the 9th March, 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have also been updated to include commentary on the recent turmoil in the banking sector and wider financial markets. Since the date of the Investment Committee meeting the UK Chancellor […]
Tags: Adventurer Portfolio, banking, Credit Suisse, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Spring Budget, SVB, Voyager Portfolio
Category:
Investment management
“You need to keep learning if you want to become a great investor. When the world changes, you must change.” Charlie Munger of Berkshire Hathaway in the 2022 Annual Report to Investors. Economic Update Fear is engendered not so much by the danger in plain sight but by what we cannot see or understand. The […]
Tags: bank failure, banks, inflation
Category:
Investment management