True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

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.

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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.

 

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Clarion Investment Diary – October 2020

Minutes of the Clarion Investment Committee held at 1pm on 15th October 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Dictionary definition of uncertainty

Stock market and economic commentary – October 2020

“Headlines, in a way, are what mislead you because bad news is a headline and gradual improvement is not.” Bill Gates, co-founder of Microsoft Foundation.  Is it too bold to assert that we are reaching peak uncertainty? Possibly, although the impending conclusion of the US Presidential elections, ongoing Brexit negotiations, as well as lockdown restrictions […]

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Category: Investment management

Woman reading a book while relaxing on tropical island. Koh Phangan island, Thailand

How to have retirement without regret

Our business development director John Winstanley has been surprised to see a recent number of studies in industry media revealing shockingly high levels of ‘retirement regret’.   As a financial planner, I feel incredibly sorry for these people when this feeling of regret can be so easily avoided. Clarion Wealth Planning clients have genuinely fulfilled retirements. […]

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Category: Financial Planning, Lifestyle, Thought pieces

Meet Sam Petts: chairman of the Clarion Investment Committee

Meet Sam Petts, one of our financial planners, who also holds the important role as chairman of the Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]

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Category: Investment management

Hand clasped at the Clarion boardroom table

The Clarion Way: True lifelong financial planning

Clarion is in the business of true lifelong financial planning, and this week John Winstanley, Financial Planner and Business Development Director at Clarion, has shared what that means for family finances, retirement, and selling a business, as part of Financial Planning Month in October.  Here John explains the Clarion Way of financial planning.     […]

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Category: Financial Planning

Business woman holding phone

Selling a business: planning for a smooth exit and a purposeful new beginning

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already spoken this week about true lifelong financial planning, family finances, and retirement. Today, he focuses on […]

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Category: Financial Planning, Lifestyle

Two older people walking on a beach

Retirement: plan for a fulfilling future and enjoy the now

October marks Financial Planning Month and throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion. John Winstanley, Financial Planner and Business Development Director at Clarion, has already shared his thoughts this week about true lifelong financial planning and family finances. Today, he focuses […]

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Category: Financial Planning

Family finance: protecting your family and planning for the future

This week is Financial Planning Week and October marks Financial Planning Month, so throughout the month we will be sharing the views, approach, and advice, of our trusted team of financial planners at Clarion.  Yesterday,  John Winstanley, Financial Planner and Business Development Director at Clarion, shared our approach to true lifelong financial planning. Here he […]

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Category: Financial Planning

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Lifelong financial planning: we want people to be prepared but also enjoy life

Today, also marks World Financial Planning Day: a day that aims to raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and professional financial planner who puts the clients’ interests first. So, throughout October we will be sharing content from our trusted team of financial […]

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Category: Financial Planning

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