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.
Minutes of the Clarion Investment Committee held at 1pm on 19th November 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
“No one pretends that democracy is perfect or all-wise. Indeed, it has been said that democracy is the worst form of government except for all those other forms that have been tried from time to time.” – Winston Churchill The US Presidential election has been a welcome distraction during the national lockdown amid the ongoing […]
Tags: covid, democracy, US elections
Category:
Investment management
What does the Covid-19 pandemic have to do with Capital Gains Tax? The coronavirus pandemic has had an unprecedented impact on public sector finances and will continue to do so for many years to come. Increasing Capital Gains Tax is one option available to the Chancellor of the Exchequer to help him balance the books […]
Tags: Capital gains tax, Coronavirus, financial planning, investments, portfolios
Category:
Financial Planning,
Investment management
“Common sense is genius dressed in its working clothes.” Ralph Waldo Emmerson, American philosopher Despite the imminence of Brexit and the political drama of the recent US Presidential election, the coronavirus pandemic continues to dominate headlines, in both the media and within financial markets. The post US Presidential election world is growing a little clearer, […]
Tags: Coronavirus, investments, portfolios, vaccine
Category:
Financial Planning
“Interest rates are to asset prices what gravity is to an apple. When there are low interest rates, there is a low gravitational pull on asset prices.” Warren Buffett In February 2009 when base interest rates had just been cut to 1% per annum, I had a friendly wager with an accountant friend about the […]
Tags: cash savings, inflation, interest rates
Category:
Financial Planning,
Investment management
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 […]
Tags: funds, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator
Category:
Investment management
“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 […]
Tags: covid, Japan, no deal Brexit, US elections
Category:
Investment management
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. […]
Tags: client relationships, investments, pensions, planning, retirement
Category:
Financial Planning,
Lifestyle,
Thought pieces
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 […]
Tags: funds, Investment committee, investments, markets, wealth management
Category:
Investment management