The Clarion: 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 to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact Kirsty Day at Yellow Jigsaw on +44 (0)7941 605 925 or kirsty@yellowjigsaw.co.uk.

Clarion launches medium to long-term fund: Navigator

‘Navigator’ is the term used for someone who is responsible for the path or journey of a vessel or aircraft and the science around ensuring it gets from place to place, and to its eventual destination, safely. As such, Clarion’s new fund name fits well with the medium to long-term objective to provide a balance […]

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Category: Investment management

Clarion’s Head of Advice Delivery wins Paraplanner Of The Year

We are delighted to announce our Head of Advice Delivery Alistair Cartwright has landed a top financial industry award. He has been named Paraplanner of the Year (In House) in the prestigious Professional Paraplanner Awards 2020. There was a record number of entries to recognise the expertise of paraplanning, indicating a highly competitive field in […]

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Category: Our team news

What you should expect from your financial planner in lockdown

After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]

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Category: Financial Planning, Thought pieces

A lot of advice, not a lot of advisors: the value of earned wisdom in a successful sale

Clarion Wealth Planning’s independent study into the psychology of selling a business has revealed the best guidance when planning a sale comes from those who had been through the experience –  and the professionals. A sale of a business may be more difficult and prolonged than many owners expected. Ron Walker, founder of Clarion Wealth, […]

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Category: Business, Thought pieces

Clarion Investment Committee minutes May 2020

Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]

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Category: Financial Planning, Investment management

Out of adversity comes opportunity: economic and stock market commentary 

As always we sincerely hope that all our clients, their families and friends are keeping safe and well.    On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]

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Category: Investment management

Staying active: the stock picking opportunity provided by coronavirus

In recent weeks we have debated at length the impact that the ongoing coronavirus crisis is having on the global economy and financial markets. One of its more noteworthy effects has been the contrast between businesses that are relatively well sheltered or perhaps stand to benefit from the long-term impact of the outbreak and those […]

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Category: Investment management

Covid-19 update: navigating a path through lockdown

As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]

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Category: Financial Planning, Investment management

A Day In The Life… John Winstanley

Our business development director John Winstanley opens the doors on his new work-from-home life. Now we are well into this second period of ‘lockdown’, I thought it would be interesting to share my personal experience of working from home. I have always been very routine-orientated and have strived maintain one while working from home. So, […]

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Category: Lifestyle, Our team news