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.
“Today’s headlines and history’s judgment are rarely the same.”- Condoleezza Rice. American diplomat and political scientist and current director of the Hoover Institution at Stanford University. Economic Update Financial pundits are intent on ignoring the micro, but very important, detail of corporate activity and company results, some of which have been surprisingly good recently. Media […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
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Category: Our team news
The Clarion Investment Committee met on the 10th November. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 10th of November. (These notes are as at the date […]
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
“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]
Tags: Autumn Statement, Tax, wealth restructuring
Category:
Financial Planning,
Thought pieces
“We cannot solve our problems with the same thinking we used when we created them.” Albert Einstein 1879-1955. World Renowned Theoretical Physicist. Economic snapshot China’s party congress has confirmed a third five-year term for President Xi Jinping, making him the country’s most powerful leader since Mao Zedong. The war in Ukraine has reached an even […]
Tags: bear market, inflation, mini Budget
Category:
Investment management
The Clarion Investment Committee met on Monday 17th October. The following notes summarise the main points of consideration in the investment Committee discussions. Economic snapshot and political snapshot (These notes are as at the date of the Investment Committee meeting on 17th October since which time the Prime Minister, Liz Truss, has resigned and we […]
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
To mark Financial Planning Week (3-9 October) we asked Clarion colleagues what they loved about the sector and their thoughts on this year’s FPWUK themes: busting financial planning myths and encouraging family conversations about finances. Ron Walker, Clarion Founder “I think one of the best parts of my job, and something that might sound counterintuitive, […]
Tags: Financial Planning Week, World Financial Planning Day
Category:
Financial Planning
The Clarion Investment Committee met on Wednesday 14th September. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic Snapshot The UK’s energy support package announced earlier this month is a huge response to the cost-of-living crisis, costing roughly twice as much as the COVID furlough scheme. Supporters see it […]
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