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.
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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 […]
Tags: funds, Investment committee, investments, markets, wealth management
Category:
Investment management
Minutes of the Clarion Investment Committee held at 10am on 20th August 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) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, investment, markets, Meridian, Navigator, Prudence
Category:
Financial Planning,
Investment management
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 […]
Tags: Coronavirus, family time, long-term, markets, new normal, optimism, recovery
Category:
Lifestyle,
Thought pieces
As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]
Tags: Coronavirus, investment, markets
Category:
Financial Planning,
Investment management
Out of adversity comes opportunity: economic and stock market commentary
As always we sincerely hope that all our clients, their families and friends are keeping safe and well. On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]
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Tags: COVID 19, debt risk, disruptive innovation, economic commentary, investments, markets
Category: Investment management