True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

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.

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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.

 

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – January 2019

The Clarion Investment Committee met for the first time this year to discuss fund performance moving into 2019.

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Category: Financial Planning, Investment management

Meet The Clarion Family

This week we meet Alistair Cartwright, Associate Financial Planner at Clarion.

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Category: Our team news

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – December 2018

The Committee debated the current macroeconomic situation and recent market volatility as 2018 drew to a close.

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Category: Financial Planning, Investment management

Stock market graph decreasing

Stock Markets and the January Effect

It has long been claimed that markets are influenced by what is known as the ‘January effect

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Category: Investment management, Thought pieces

meeting room

Minutes of the Clarion Investment Committee – November 2018

The committee discussed stock market volatility as 2018 draws to a close.

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Category: Financial Planning, Investment management

pile of newspapers

Economic & Market Commentary 2018

A good sense of the change in market sentiment over the year can be gleaned from investor reaction to recent ‘news flow’. The Fed Chair Powell recently issued a slightly more dovish statement implying that interest rates were close to neutral and future moves would be data dependent rather than rigidly following the forward guidance.

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Category: Business, Thought pieces

carole-loynd-Clarion-Wealth-Planning

Meet the Clarion Family

Meet Carole Loynd, Adviser, Client Support at Clarion.

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Category: Our team news

volatile stock market graph

Equity Investing and Market Commentary

Investing in stocks and shares requires optimism about the future.

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Category: Investment management, Thought pieces

Couple driving sports car

Saving Two Million Pounds in Inheritance Tax

This story of one Clarion client, who has been a friend and client of our Chairman, Keith Thompson for almost 40 years.

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Category: Financial Planning

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