True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

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.

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.

 

Jebun

New appointment: Meet associate financial planner Jebun Kazi

We are delighted that our financial planning team has been strengthened with the appointment of Jebun Kazi as Associate Financial Planner. Jebun has joined Clarion after three years at a south Cheshire wealth management firm, latterly as paraplanner. She is looking forward to putting her skills into action for the benefit of our clients, particularly […]

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Congratulations on your baby! An education in financial planning

Investment in education is the gift that keeps on giving. It is never too soon to factor in the cost of providing your children with the very best start in life.  Like parents-to-be who put their child’s name down for the family’s preferred school before they are even born, many are now planning for the […]

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Category: Financial Planning

Man in suit by window in office

Meet the Clarion Family: Robin Townsend

Meet Robin Townsend What is your role at Clarion? Compliance Director How did you take your first steps into Financial Planning? As an Area Representative for a large product provider What do you think Clarion offers its clients that make it unique? Always putting the client’s best interests at the forefront of anything we do […]

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Meet the Clarion Family: Isabelle Spencer

Meet Isabelle Spencer What is your role at Clarion? Adviser Client Support How did you take your first steps into Financial Planning? I originally worked at Royal London in the retirement Pensions department, for four years before moving over to Clarion. Working at Royal London made me realise how important it was to provide everyone […]

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New year message from our founder Ron Walker

This will be the ‘last phase of the struggle’ ‘not only is the end in sight, we know exactly how we will get there’ said Boris Johnson on 4th Jan 2021 in his televised address to the nation. No prize for guessing the subject, Covid, but how wrong the prognosis was, with over 70,000 more […]

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Category: Thought pieces

Clarion Investment Diary December 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The Omicron variant continues to dominate market sentiment, resulting in volatile equity and bond markets. […]

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Category: Investment management

Keith Thompson. Man in suit and glasses standing by framed painting in the Clarion offices

Stock market and economic commentary December 21

“Predicting rain doesn’t count, building an Ark does.” Warren Buffett, American business magnate, investor, and philanthropist. Economic Update “Same procedure as last year? Same procedure as every year!”  The classic sketch “Dinner for One” is a New Year’s tradition in Germany and much of Northern Europe. Miss Sophie’s 90th birthday party and her famous reply […]

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Clarion welcomes new Chartered Financial Planner

We are delighted to announce Ella Davies as the latest Chartered Financial Planner to have been appointed at Clarion Wealth Planning. Joining Clarion after 11 years at another North West firm, Ella said: “I chose to join Clarion because of its professionalism. It absolutely aligns with my approach to true financial planning and the high […]

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Hands on table pointing at graphs

Clarion Investment Diary November 2021

This article provides a brief overview of the topics discussed in the recent investment committee meeting and the decisions made following those discussions. Economic commentary and market outlook The following notes summarise the main points discussed by the Investment Committee. The COP26 conference in Glasgow ended with a whimper as opposed to a bang, due […]

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Category: Investment management

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