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.
In his New Year message, Clarion Founder Ron Walker reflects on 2020 and the rays of light penetrating the gloom that should be taken as our guiding lights for the next 12 months. Those venerable global organisations the United Nations and the World Health Organisation declared 2020 as, respectively, ‘year of plant health’ and ‘year of […]
Tags: core values, investments, pandemic, portfolios, stock markets
Category:
Thought pieces
Minutes of the Clarion Investment Committee held at 1pm on 10th December 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 *Apologies […]
Tags: funds, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator
Category:
Investment management
“With all the tragedies happening in the world, do not fret, we still have more than a few outstanding humans left paving the way for a better future.” – Elon Reeve Musk FRS, Founder & CEO of Tesla Inc Edinburgh’s Library of Mistakes holds a collection of more than 3000 books cataloging the financial folly […]
Tags: covid, democracy, US elections
Category:
Investment management
Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee Sam Petts explains why Clarion is unique and what this means for clients. Sam said: “It all comes down to our bespoke service. Anyone who comes on-board […]
Tags: financial planning, selling your business, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
Sam Petts is a Chartered Financial Planner and Chairman of the Clarion Investment Committee, who works with business owners to develop bespoke and integrated plans to help them achieve their goals. Here, he explains his key advice for clients looking to sell their business. Sam said: “Try to start planning and seeking advice early. Don’t […]
Tags: financial planning, selling your business, wealth management
Category:
Financial Planning,
Investment management
Planning for your retirement early is the key to making the most out of it. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee Sam Petts explains why, and what this means for his clients. Sam said: “The crucial thing is to get advice because the rules have changed a […]
Tags: financial planning, retirement, wealth management
Category:
Financial Planning
Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, who has worked in the industry for 20 years, explains his key strategies for getting a handle on family finances. Sam said: “I would always […]
Tags: family finance, financial planning, wealth management
Category:
Financial Planning,
Investment management
Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, explains what this means for our clients. So, what does Clarion mean by true lifelong financial planning? Sam said: “It starts with developing a bespoke […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management
Peter Butcher is one of our Chartered Financial Planners who works with clients to give them a bespoke service – the Clarion Way. Peter said: “The real commodity that we offer our clients is our time. We have a rule at Clarion that is to keep a lower number of good quality clients, so we […]
Tags: financial planning, The Clarion Way, wealth management
Category:
Financial Planning,
Investment management