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.
Click here to sign-up to our monthly email, The Clarion, for regular updates.
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 be able to feature this guest blog by Eleanor Moore, Director of Private Clients, at a partner organisation – Broadway Insurance Brokers. Here Eleanor talks about the art of insurance to ensure that you and your cultural keepsakes are covered. One of the foremost French artists of the 19th-century, Gustave Courbet, once remarked […]
Tags: financial planning, Paraplanner of the year, Paraplanning
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management,
Our team news
We are delighted to announce our fantastic team of Associate Financial Planners (AFPs) have been named the Paraplanning Team of the Year 2022. Our top team of AFPs were presented with the prestigious award at the Professional Paraplanner Awards ceremony in London. Head of Advice Delivery and former winner of the Paraplanner of the Year […]
Tags: financial planning, Paraplanner of the year, Paraplanning
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management,
Our team news
In the early stages of a new business venture, we often find that entrepreneurs are so focused on building and growing their new brand, that they neglect their personal finances. Here one of Clarion’s Chartered Financial Planner’s – Jacob Hartley – talks through how as a company we work with many young entrepreneurs and take on […]
Tags: clients, entrepreneurs, financial planning, future finance, personal wealth
Category:
Business,
Creating Better Lives,
Financial Planning,
Investment management
Here at Clarion, we recognise the privileged position we occupy and the level of responsibility that comes with that. The Clarion way has always been such that we put our clients first, care for our employees and deliver on our longstanding charitable interests through the Clarion Welsby Foundation. Put simply, this is our ethos, looking […]
Tags: charity, clients, colleagues, community
Category:
Community,
Creating Better Lives
“No one has ever become poor by giving.” Anne Frank The Clarion Welsby Foundation was established in 2011 with the clear objective of helping others. Our preference is for funding specific projects that will have a clear and measurable outcome, in terms of the quality of life of individuals and families. Maybe surprisingly – for […]
Tags: charity, community
Category:
Community,
Creating Better Lives
“Down cycles are not fun. But they form the basis for enormous future profitability.” – Steven A. Schwarzman. American billionaire businessman and philanthropist and Chairman of The Blackstone Group, a global private equity firm. Ukraine The war in Ukraine grinds on with tragedy around every corner but Russia is finding the going far more challenging than […]
Tags: Russia, stock markets, Ukraine
Category:
Investment management
This article provides a brief overview of the topics discussed in the recent investment committee meeting (11th May 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Clarion Investment Committee met on Wednesday 11th May with thoughts dominated by […]
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
Meet Jebun Kazi, an Associate Financial Planner with Clarion Wealth Planning, who joined us at the beginning of 2022. Here, we find out how she took her first steps into financial planning, who has inspired her in life and what she thinks makes Clarion unique… What is your role at Clarion? Associate Financial Planner […]
Tags: Associate financial planner, Clarion Family, Staff
Category:
Our team news
This article provides a brief overview of the topics discussed in the recent investment committee meeting (7th April 2022) and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. China is experiencing its worst COVID outbreak since the first wave 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