True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: long-term

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Lifelong financial planning: we want people to be prepared but also enjoy life

Today, also marks World Financial Planning Day: a day that aims to raise awareness of the value of financial planning, of having a financial plan, and of working with a competent and professional financial planner who puts the clients’ interests first. So, throughout October we will be sharing content from our trusted team of financial […]

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Category: Financial Planning

Stock market and economic commentary: A realist adjusts the sails

“The Pessimist complains about the Wind; The Optimist expects it to change; The Realist adjusts the Sails.” William Arthur Ward, writer Despite the release of data showing the UK economy suffered a record contraction in activity in April and cautionary comments from the Chairman of the Federal Reserve Bank of America (Fed), the past few […]

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Category: Investment management

Clarion Wealth staff portraits Ron Walker

Light through the trees – a personal view from our Founder

First, a confession – I am an eternal optimist; apparently, it is difficult to live with. My wife Anne says that if she came through the door with an arm missing, I would say: “It’s good that you still have one arm and think of all the great things you can still do”. Although that […]

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Category: Lifestyle, Thought pieces

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