Responsive investment management 

Your investment needs are as unique as you are

Clarion Wealth Planning Limited is able to construct and maintain investment portfolios that are based around clients’ goals and risk profiles. This means that the assets you hold are designed to match your long-term aspirations while only exposing you to a level of investment risk with which you are comfortable.

Should Clarion Wealth Planning agree with you that it is appropriate to do so, its sister company Clarion Investment Management Limited can manage your investments for you. In these cases Clarion Investment Management will take ongoing responsibility for selecting, buying, selling and reviewing the many funds that will make up your diversified portfolio. This is known as “discretionary investment management”.

To learn more about Clarion Investment Management Limited please click here to visit its website.

To find out more about investment management and speak to one of our experienced, highly qualified financial planners please call Clarion Wealth Planning on 01565 653804 or send us an email.

Important information

The information on this page is intended to provide information only and should not be interpreted as advice or as an inducement to purchase units.

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested.

Related Items

Review my investments

Click below for details of how to contact Clarion and, if appropriate, arrange an initial meeting to discover whether your current investments are suitable for your risk profile and life goals.

Video - Discretionary Investment Management

Ron Walker explains why Clarion chose to launch its own discretionary investment management capability and what this service can offer to clients.

Watch video

Risk profiler

Clients of Clarion Wealth Planning can complete our risk profile questionnaire online. This sophisticated risk profiling tool is provided by our partner company Margetts Fund Management and will open in a new window.