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.
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
At Clarion Wealth Planning, we place huge importance on long-term financial planning and the longevity of our client relationships. But this month we are also marking 10-year milestones for three of our colleagues too. Janet Crewe, Andrea Billington and Emma Nunnerley are celebrating their decade at Clarion. Advisor Client Support Janet has been in the […]
Tags: careers in finance, service, Staff
Category:
Our team news
Clarion adds value to all our clients’ lives, but it can often be the non-financial ways that are the most life-changing. Catherine Parry was introduced to Clarion by her father when she bought her first property in 1997. Catherine, 51, is originally from Shropshire and her husband Gareth, 47, hails from North Wales. They met […]
Tags: Case study, vision and goals analysis
Category:
Financial Planning
The Clarion Investment Committee met on the 2nd of February 2023. The following notes summarise the main points of consideration in the investment Committee discussions. (These notes are as at the actual date of the Investment Committee since which time major central banks have continued with the theme of tightening monetary policy with further interest […]
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
“Keep in mind that progress is not always linear. It takes constant course correcting and often a lot of zigzagging.” Buzz Aldrin: American former astronaut, engineer and fighter pilot. Born 20th January 1930. Economic Commentary “Government debt, hospital waiting lists, rail strikes, health workers on strike, slowing economy, inflation, public demonstrations, threat of energy rationing……” […]
Tags: energy, national debt, Quantitative easing, stock markets
Category:
Investment management