Tag: wealth management

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Meet Sam Petts: chairman of the Clarion Investment Committee

Meet Sam Petts, a one of our financial planners, who also holds the important role as chairman of 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 celebrates 35 years in business

After six months of learning new ways to work during lockdown, we are taking a moment to reflect on our values and how far we have come in 35 years of business. Clarion has been simplifying complex financial affairs for individuals and business owners with significant assets since 1985. Ron Walker, a founder member of […]

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Category: Our team news

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