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.

 

Clarion meeting hands

5 things to look for in a good financial planner

When you find the right financial planner, you will be embarking on long-term relationship. So, what should you be looking for?

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Category: Financial Planning, Thought pieces

Empty notebook

Uncertainty Equals Opportunity

Brexit negotiations are in full swing and the British Government has now agreed to honour all of its financial obligations to the European Union (EU).

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Category: Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 6th December

There is a sense of a continuation of the goldilocks scenario as investors look forward to 2018. Growth momentum that has built over the course of 2017 is expected to continue across most economies, providing a supportive backdrop for risk assets.

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Category: Investment management

We’re searching for a Technical Financial Planner

We’re searching for a Technical Financial Planner

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Category: Our team news

Could you be our next Paraplanner?

We’re on the lookout for a Paraplanner At Clarion, we pride ourselves on providing best-in-class client relations. Our Paraplanners are crucial to us – and our valued clients – in being part of a team that delivers compliant, agile and leading financial plans. You’ll live and breathe our mantra of “GWC” – do you get […]

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Category: Our team news

Business person working on laptop

Six Steps to Selling Your Business

Jonnie Whittle takes a closer look at the process of selling your business.

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Category: Business, Financial Planning

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 8th November

The Clarion Investment Committee (IC) met on 8 November 2017 to review the performance and composition of the Clarion Portfolio Funds.

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Category: Investment management

Stock market graph decreasing

30 Years on since Black Monday

In stock market terms, Black Monday refers to 19th October 1987 when stock markets around the world crashed losing huge value in a very short space of time.

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Category: Business, Investment management, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 4th October

The Clarion Investment Committee (IC) met on 04 October 2017 to review the performance and composition of the Clarion Portfolio Funds. A summary of the Committee’s deliberations is detailed below. Economic Outlook The Committee discussed an overview of the global economic environment the key elements of which were as follows: The ‘Goldilocks’ economy—not too hot […]

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Category: Investment management

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