Tag: investments

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Sam Petts of Clarion Wealth Planning

How to build an ‘all-weather’ portfolio for every outlook

Chairman of the Clarion Investment Committee and chartered financial planner Sam Petts shares his insight into investment strategies and wealth management, particularly in a time of turmoil.   In a post-pandemic world, what should wealthy individuals – or even those with extra money having sold a business for example – be investing their money in?  […]

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Category: Investment management

Ron Walker Founder of Clarion Wealth Planning

Look for the light: reflecting on 2020 and the coming year

In his New Year message, Clarion Founder Ron Walker reflects on 2020 and the rays of light penetrating the gloom that should be taken as our guiding lights for the next 12 months. Those venerable global organisations the United Nations and the World Health Organisation declared 2020 as, respectively, ‘year of plant health’ and ‘year of […]

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Category: Thought pieces

What does the Covid-19 pandemic have to do with Capital Gains Tax? 

What does the Covid-19 pandemic have to do with Capital Gains Tax? The coronavirus pandemic has had an unprecedented impact on public sector finances and will continue to do so for many years to come. Increasing Capital Gains Tax is one option available to the Chancellor of the Exchequer to help him balance the books […]

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Category: Financial Planning, Investment management

Time to take the temperature of your investment portfolios

“Common sense is genius dressed in its working clothes.” Ralph Waldo Emmerson, American philosopher Despite the imminence of Brexit and the political drama of the recent US Presidential election, the coronavirus pandemic continues to dominate headlines, in both the media and within financial markets. The post US Presidential election world is growing a little clearer, […]

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Category: Financial Planning

Woman reading a book while relaxing on tropical island. Koh Phangan island, Thailand

How to have retirement without regret

Our business development director John Winstanley has been surprised to see a recent number of studies in industry media revealing shockingly high levels of ‘retirement regret’.   As a financial planner, I feel incredibly sorry for these people when this feeling of regret can be so easily avoided. Clarion Wealth Planning clients have genuinely fulfilled retirements. […]

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Category: Financial Planning, Lifestyle, Thought pieces

Meet Sam Petts: chairman of the Clarion Investment Committee

Meet Sam Petts, one of our financial planners, who also holds the important role as chairman of the Clarion Investment Committee. Sam has been an active member on the committee for a few years now but became the chairman earlier this year. Here he tells us about the role of chairman on the committee and […]

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Category: Investment management

Clarion investment diary – September 2020

Minutes of the Clarion Investment Committee held at 10am on 17th September 2020 by video link. Committee members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Matt Jealous (MJ) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]

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Category: Investment management

Stock Market and Economic Commentary – August 2020

“A real man smiles when in trouble, gathers strength from distress and grows by reflection.” Thomas Paine, political activist August is a time for reading and reflection. This year has turned out to be very different from what we expected. So much of our everyday reality has changed because of Covid-19. It has been a […]

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Category: Investment management

The Zoom Boom Stock market and economic commentary July 2020

There is no such thing as a rich pessimist – Max Warburg, German banker The year has only just passed the half-way mark but the history of Covid-19 and how it should best be combatted will not be written for a long while yet. The past few months have been an exceptional time for all […]

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Category: Investment management