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.
So far 2019 has been an interesting, eventful and in many ways, unusual year. Political uncertainty, poor economic growth expectations, muted inflationary pressures, fears about a worldwide recession and ever lower, sometimes negative, interest rates have dominated headlines. We have yo-yoed between US-China trade wars and truce. Amid political deadlock in the UK we have […]
Category: Business, Thought pieces
The Residence Nil Rate Band (RNRB for short) was announced in the 2015 summer budget and came into effect on 6th April 2017. Despite the fact this was introduced almost two and a half years ago, it’s still an area of confusion for the majority of people. In this Question and Answer session, our Chairman […]
Category: Business, Financial Planning, Investment management, Thought pieces
Minutes of the Clarion Investment Committee on 16th September 2019 held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00. Keith Thompson (KT) Chair/Director Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Alastair Cartwright (AC) Financial Planner (Clarion Wealth Planning) Jacob Hartley (JH) […]
Category: Financial Planning, Investment management
The Clarion team recently took part in a team away day. The day started with a competitive game of mini golf where our Director of Operations, Adam Wareing, was crowned victorious. The day’s activities required problem solving and team work to complete. The team tested out their nerves balancing on beams, swinging on ropes and […]
Category: Our team news
Minutes of the Clarion Investment Committee held at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00 on 22nd August 2019. Keith Thompson (KT) Chair/Director Ron Walker (RW) 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 […]
Category: Financial Planning, Investment management
This month we meet our Finance Manager, Matt Sherratt to find out how he took his first steps into financial planning, what keeps him awake at night and what he thinks makes Clarion so unique.
Category: Our team news
The debate about where we are in the global economic cycle rages on, and the range of opinions appears to be widening not narrowing. The US Federal Reserve Chairman believes we are in a “mid-cycle adjustment” yet observers of the trade war between the US and China, the political unrest in Hong Kong or the […]
Category: Business, Thought pieces
Eight months ago, we unveiled the results of our ground-breaking research that was carried out by business psychologist Hazel Carter- Showell on behalf of Clarion Wealth Planning, called Enough Now! Hazel conducted in depth interviews with 18 successful business owners over an 18-month period. We commissioned the research to find out why owners who had […]
Category: Enough Now!
Inheritance Tax (IHT) is a deeply unpopular tax. People dislike the thought of double taxation; an extra layer of tax on assets which have been accumulated by thrift and saving from income or capital gains which have been taxed already. Although IHT is indeed one of the most hated and feared taxes, a recent report […]
Category: Business, Thought pieces