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.

 

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

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – October 2018

The committee discussed the current macro global economic environment and the upsurge in financial market volatility in recent weeks.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – September 2018

The Committee had a full discussion regarding the current economic situation and positioning of financial markets.

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Category: Financial Planning, Investment management

anna mckenzie

Meet The Clarion Family

Meet Anna McKenzie, Trainee Paraplanner at Clarion.

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Category: Our team news

Man in office with sun rising

An Economic Miracle Worth Shouting About

With modern media reporting a multitude of economic statistics almost every day, it is easy to become statistic fatigued but it is worth reminding ourselves of what is surely the single most important economic statistic.

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Category: Lifestyle, Thought pieces

Notebook Clarion meeting minutes

Interim Investment Committee Meeting – September

An Interim Investment Committee Meeting was held at the Clarion Offices on the 3rd September.

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Category: Financial Planning, Investment management

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee – August 2018

Long term performance of the Clarion Portfolio funds remains strong and is comfortably ahead of the relative sector average.

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Category: Financial Planning, Investment management

man reading newspaper on sunny day

Political Risk in Financial Markets

2018 has seen a sea change in the challenges facing the world. Political risk has overtaken financial and debt risk as the number one fear in Investors’ minds.

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Category: Business, Investment management

ron walker, clarion wealth management founder

Meet the Clarion Family

Meet Ron Walker, Founder of Clarion.

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Category: Our team news

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