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.
“Prediction is very difficult, especially if it’s about the future!” Niels Bohr,1885-1962, Danish physicist, Nobel Laureate in Physics and Father of the atomic model and quantum theory. Forecasts, predictions and crystal balls January is often a month of dismal days and long dark nights, but it can also be the time for new beginnings, new […]
Tags: China, inflation, Japan, stock markets, US
Category:
Investment management
What is your role at Clarion? I am a Chartered Financial Planner, having joined the firm nearly 6 years ago. Since 2018, I have also been a member of the Clarion Investment Committee and in 2020 was appointed to the role of chairman to oversee the monthly meetings. You have been with Clarion for five […]
Tags: Chartered Financial Planner, Staff
Category:
Our team news
In 1805, the Manchester Mail newspaper published, for the first time, the story of the Wizard of Alderley Edge as told by Parson Shrigley, former Clerk and Curate of Alderley. A farmer from Mobberley was taking a white mare to sell at the market in Macclesfield. Walking along the Edge, he reached a spot known […]
Tags: Review of the year
Category:
Thought pieces
The Clarion Investment Committee met on the 5th December. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 5th of December. (These notes are as at the actual […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“Today’s headlines and history’s judgment are rarely the same.”- Condoleezza Rice. American diplomat and political scientist and current director of the Hoover Institution at Stanford University. Economic Update Financial pundits are intent on ignoring the micro, but very important, detail of corporate activity and company results, some of which have been surprisingly good recently. Media […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
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Category: Our team news
The Clarion Investment Committee met on the 10th November. The following notes summarise the main points of consideration in the Investment Committee discussions. Economic snapshot and political snapshot The following notes summarise the key points discussed by the investment committee at the meeting on the 10th of November. (These notes are as at the date […]
Tags: Adventurer Portfolio, Defender Portfolio, Discretionary Investment Management, Explorer Portfolio, funds, investment, Meridian Portfolio, MGTS Clarion Explorer, MGTS Clarion Meridian, MGTS Clarion Prudence, MTGS Clarion Navigator, Navigator Portfolio, Pioneer Portfolio, Prudence Portfolio, Voyager Portfolio
Category:
Investment management
“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]
Tags: Autumn Statement, Tax, wealth restructuring
Category:
Financial Planning,
Thought pieces