The Clarion: 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 to read the latest from our financial journal – The Clarion.

Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact Kirsty Day at Yellow Jigsaw on +44 (0)7941 605 925 or kirsty@yellowjigsaw.co.uk.

Clarion Wealth staff portraits Ron Walker

Light through the trees – a personal view from our Founder

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 […]

Continue reading...

Tags: , , , , , ,
Category: Lifestyle, Thought pieces

How business owners can keep safe when using Zoom

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 […]

Continue reading...

Category: Business, Security

Minutes of the Clarion Investment Committee April 2020

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 […]

Continue reading...

Tags: , , , ,
Category: Financial Planning, Investment management

Keith Thompson

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 […]

Continue reading...

Tags: ,
Category: Financial Planning, Investment management, Thought pieces

Keith Thompson arms folded in Clarion offices

Our chairman’s Easter coronavirus update

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 […]

Continue reading...

Tags: , ,
Category: Financial Planning, Investment management

Video conference call on laptop in office

Minutes of the Clarion Investment Committee March 2020

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 […]

Continue reading...

Tags: , , , ,
Category: Financial Planning, Investment management

Illustration of effect of coronavirus on stock market

Market and economic commentary: March coronavirus crisis

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 […]

Continue reading...

Tags: ,
Category: Business, Investment management, Thought pieces

The Budget March 2020

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 […]

Continue reading...

Tags: , , ,
Category: Financial Planning

Family of four lying on a bed in black and white

Protecting ourselves and our family from the financial risks of future illness

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 […]

Continue reading...

Tags: , , , ,
Category: Financial Planning