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.

 

sam petts financial planner at clarion wealth management

Meet the Clarion Family

This month we meet Financial Planner, Sam Petts, to find out how he took his first steps into financial planning, what inspires him and what he thinks makes Clarion so unique.

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Category: Our team news

Financial crisis newspaper headlines

Goldilocks, Bears and Canaries

Lessons from History can often provide useful insights into how stock market investors might behave in the future. The turbulent period leading up to and including the financial crisis of 2007 to 2009 is a good example.

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Category: Financial Planning, Investment management, Thought pieces

Janet Crewe, Adviser Client Support at Clarion Wealth Management

Meet the Clarion Family

This month we meet our Adviser Client Support, Janet Crewe, to find out how she took her first steps into financial planning, what inspires her and what she thinks makes Clarion so unique.

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Category: Our team news

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – March 2018

The Committee agreed that all portfolios are managed in line with expectations and raised no concerns at this stage.

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Category: Business, Financial Planning, Investment management

Laptop Showing Stock Market Performance

Economic Outlook – March 2018

The Committee discussed the current economic and market environment and the following is a brief summary of the Committees views

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Category: Financial Planning, Investment management, Thought pieces

Man reading business newspaper

Goldilocks and the Trump Bear

The year began with strong performances from global share markets and economies, although in more recent weeks share prices have fallen back to the lower levels of a few months, even a year ago.

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Category: Business, Investment management, Thought pieces

Clarion Portfolio Funds Reach Ten-Year Milestone

The Clarion Investment Management Portfolio Funds have reached a ten-year milestone after a decade of continued strong performance.
Find out more about the anniversary of our three funds.

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Category: Financial Planning, Investment management, Our team news

Laptop Showing Stock Market Performance

Economic & Stock Market Commentary – February 2018

Stock markets fell sharply in late January after US wage inflation hit its highest level since 2009, triggering fears that the US Federal Reserve (Fed) will need to raise interest rates more rapidly than expected.

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

The Clarion Investment Committee Minutes – 7th February

Relative VaR ratios for Meridian and Explorer were in line with expectations and the Committee made no further comments.

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Category: Business, Financial Planning

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