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.
First, a confession – I am an eternal optimist; apparently, it is difficult to live with. My wife Anne says that if she came through the door with an arm missing, I would say: “It’s good that you still have one arm and think of all the great things you can still do”. Although that […]
Tags: Coronavirus, family time, long-term, markets, new normal, optimism, recovery
Category:
Lifestyle,
Thought pieces
The novel Coronavirus SARS-CoV-2 has caused businesses to rapidly change the way they that they operate, including the way in which meetings are conducted with staff, clients and suppliers. This has led to a huge increase in the usage of video conferencing software such as Zoom, Microsoft Teams and others. Zoom, already the market leader […]
Category: Business
Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]
Tags: Explorer, funds, investment, Meridian, Prudence
Category:
Financial Planning,
Investment management
As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]
Tags: Coronavirus, investment, markets
Category:
Financial Planning,
Investment management
Minutes of the Clarion Investment Committee held at 2pm on March 26, 2020 by video link. Committee members in attendance: – Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing […]
Tags: Explorer, funds, investments, Meridian, Prudence
Category:
Financial Planning,
Investment management
Markets have seen a significant and rapid sell-off during the past four weeks as Covid-19 has moved from a distant threat to a local concern, causing growing fear and panic. The key points are summarised below and expanded later within this commentary by our chairman Keith Thompson. It is likely that markets have overreacted to […]
Tags: Coronavirus, stock markets
Category:
Business,
Investment management,
Thought pieces
Delivered against a backdrop of stock market turmoil and a deepening coronavirus crisis, Chancellor of the Exchequer Rushi Sunak’s first Budget could not have been more dramatic. The Bank of England announced an emergency rate cut just hours before Mr Sunak promised to do “whatever it takes” to protect the UK economy from the coronavirus […]
Tags: Entrepreneur's Relief, Inheritance tax, Tax, The Budget
Category:
Financial Planning
Now, more than perhaps any other time in recent history, the nation’s thoughts are on the health and welfare of ourselves and our families. While health issues will understandably be at the forefront of our minds, there will without question, be a significant degree of concern regarding personal finances. Therefore, it feels relevant to give […]
Tags: Critical Illness Cover, Family Income Benefit, financial planning, Life Cover, Protection
Category:
Financial Planning
Market and economic commentary: Time to reflect
As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]
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Tags: economic commentary, stock markets
Category: Financial Planning, Investment management, Thought pieces