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.
Every Clarion client follows the same precision-engineered journey when they join us. The clients are included every step of the way in our comprehensive onboarding process. It is important to us that they are fully cognisant of what is happening and why, and are excited about the planned outcome. After the Discovery Phase but prior to […]
Tags: Client journey, client relationships, financial planning, Strategy, The Clarion Journey, The Clarion Way
Category:
Financial Planning
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Please note our meeting took place prior to the events in Ukraine last week and the commentary reflects that. Economic commentary and market outlook The following notes summarise the main points discussed […]
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 pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” Winston Churchill (1874-1965), British Statesman and former Prime Minister Economic Update The first few days of February had distinct echoes of January with the contrasting fortunes of two prominent American technology companies taking centre stage. Facebook The month had only […]
Tags: Amazon, Facebook, inflation, Russia, Ukraine
Category:
Investment management
As we approach International Women’s Day, our Chartered Financial Planner Ella Davies considers why women are less likely to engage a financial planner when they really should and how the financial sector needs to evolve to serve all of its clients. When it comes to women’s finances, there is a lot of talk and […]
Tags: International Women's Day, Women in finance
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Thought pieces
Clarion Chartered Financial Planner Ella Davies examines the confusion that sometimes surrounds the distinction between a Financial Planner and a Financial Adviser This is something I very rarely get asked by my professional network. I think there is a common misconception that the two are very similar, however this couldn’t be further from the truth. […]
Tags: financial adviser, financial planner
Category:
Financial Planning
Clarion has started 2022 with a newly expanded team to add strength to our promise of true lifelong financial planning for clients. We have increased our financial planning power by 20% with four new appointments; Chartered Financial Planner Ella Davies, Associate Financial Planner Jebun Kazi, Robin Townsend, Clarion’s first Compliance Director and joining the Adviser […]
Tags: appointments, expansion, new staff
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Our team news
This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. US equity markets suffered continued selloffs throughout the last few weeks with the futures market […]
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
Prospective clients often arrive at their initial meeting unprepared for the unique Clarion experience – particularly if they have previously retained the service of a different financial adviser. The level of detail at each step of ‘The Clarion Journey’ is markedly different to the experience at other financial advisory firms. The process of gathering information […]
Tags: Client journey, client relationships
Category:
Financial Planning
“Stock market corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market.” Rob Chernow; American writer, journalist, historian and biographer Stock Markets Two things happened in financial markets in the first few days of 2022 […]
Tags: inflation, interest rates
Category:
Investment management