Tag: financial planning

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New year – what’s the (financial) plan?

With disruption and violence in the political capital of the US and rampant new variants of the coronavirus causing havoc in the UK and Europe, the first couple of weeks of the New Year seem every bit as depressing, if not worse, than the last few months of 2020.  But with a new US President and […]

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Category: Financial Planning, Investment management

The Clarion Way: Leaving no stone unturned

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee Sam Petts explains why Clarion is unique and what this means for clients. Sam said: “It all comes down to our bespoke service. Anyone who comes on-board […]

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Category: Financial Planning, Investment management

Selling a business: Avoid missed opportunities by using a Financial Planner

Sam Petts is a Chartered Financial Planner and Chairman of the Clarion Investment Committee, who works with business owners to develop bespoke and integrated plans to help them achieve their goals. Here, he explains his key advice for clients looking to sell their business. Sam said: “Try to start planning and seeking advice early. Don’t […]

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Category: Financial Planning, Investment management

Retirement: Seek advice early about what is right for you

Planning for your retirement early is the key to making the most out of it. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee Sam Petts explains why, and what this means for his clients. Sam said: “The crucial thing is to get advice because the rules have changed a […]

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Category: Financial Planning

Family Finances: The mindset of investments and budgeting

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, who has worked in the industry for 20 years, explains his key strategies for getting a handle on family finances. Sam said: “I would always […]

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Category: Financial Planning, Investment management

Clarion is in the business of true lifelong financial planning, not just financial advice

Clarion is in the business of true lifelong financial planning, not just financial advice. Here, one of our Chartered Financial Planners and Chairman of the Clarion Investment Committee, Sam Petts, explains what this means for our clients. So, what does Clarion mean by true lifelong financial planning? Sam said: “It starts with developing a bespoke […]

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Category: Financial Planning, Investment management

The Clarion Way: what to expect from us and why we stand out

Peter Butcher is one of our Chartered Financial Planners who works with clients to give them a bespoke service – the Clarion Way. Peter said: “The real commodity that we offer our clients is our time. We have a rule at Clarion that is to keep a lower number of good quality clients, so we […]

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Category: Financial Planning, Investment management

Selling a business: maintaining an accurate financial plan

Peter Butcher is one of our Chartered Financial Planners who works to help successful business owners, company directors and professionals overcome the complexity and stress of managing money. Here, he explains his key strategy for clients looking to sell their business. Peter said: “I think one of the big things is if you can build […]

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Category: Business, Enough Now!, Financial Planning

Retirement: looking at what is best for you

Retirement is something that works differently for everybody. Here, one of our Chartered Financial Planners Peter Butcher explains how he works with his clients to allow them to make the most out of theirs. Peter said: “Retirement is a funny thing for people to get their head around and if they can try and prepare […]

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Category: Financial Planning