News
Our news section providers our views and outlook on current financial and investment issues
Merry Christmas
December 21th 2017
Just a short note this week to wish you all a Merry Christmas and a Happy New Year! The office will be closed between 22nd December 2017 and 3rd…
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Lessons from History
December 8th 2017
In amongst all the talk of Bitcoin (insert here any other phrase here such as Tulip Mania, South Sea Bubble, Nifty Fifty, Technology, Long Term…
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Dependence
September 8th 2017
A few weeks ago we wrote about probability and how standard statistical tools could not account for large movements in a stock market (Probability…
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Income Provision - Case Study
August 2th 2017
The following is a case study that we thought would be useful to clients and demonstrates how income can be provided in the current low interest rate…
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Should we be surprised?
July 20th 2017
In finance and many walks of life probability and statistics are used to calculate the likely outcome; from something as simple as the toss of a coin…
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Aiming for Average?
June 16th 2017
As we have mentioned on many occasions our view is that consistency is the key to successful investing; we try and break things down to a simple…
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Education
If you want to learn more about finance and investing our education section provides access to our analysis and help you to interpret the complex financial World
FPW Model Portfolio Review
Q3 Model Review
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Trend Following Decisions
Trend Following
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Conflicts & Returns
Conflicts & Returns
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Hedge Funds
Jon discusses Hedge Funds; the strategies they use and how we assess them to establish whether they are appropriate for our Portfolios.
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Nominal Bonds & Inflation Linked Bonds
Jon discusses Nominal Bonds & Inflation Linked Bonds; and how they form part of our Portfolios.
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Investment Review 2020
Investment Review 2020
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Chartered Status Explained
The title Chartered Financial Planners is awarded to companies that make a public declaration of their commitment to professional standards.
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Half Yearly Report 2020 - Trusting the Process
Our Half Yearly Report details our investing process and our Portfolios are positioned now
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Understanding Risk & Return
Please reference our News post of 01/05/2020 for more information
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2020 - How We Hope It Will Look...
This is our Annual Report for 2019 and look ahead towards 2020
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Half Yearly Report - July 2019
Check out our Half Yearly Report
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Looking at the Evidence - March 2019
Andrew highlights the various risk indicators in US investment markets at this time
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Annual Report 2018 & Beyond
Our thoughts on 2018 and the prospects for investment as we move into 2019
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Half Yearly Report - July 2018
Check out our Half Yearly Report
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Annual Report 2017 & Beyond
Our thoughts on 2017 and the prospects for investment as we move into 2018
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Chart of The Week October 2021
Chart of the Week October 2021
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Market Barometer November
Market Barometer November
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Chart of the Week November
Inflation & Earnings
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Investment Outlook 2023
Read our Investment Outlook for the coming year
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Retirement Planning 2023 - How much will you need?
The increased inflation of the past two years, has led to new analysis
as to the pension fund required to meet an individual’s expenditure
in retirement.
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End of Year Housekeeping
With the end of the 2022/23 tax year in sight, we should not forget to review any available tax allowances and tax-efficient wrappers
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Investment Committee Report - February 2023
Please find attached our Investment Committee Report for February which includes Key Factors to Watch and our Investment Strategy.
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Contributing to a Child's Pension
...one area that is often neglected, is the advantage of contributing into a pension for a working-age adult, such as a son or daughter.
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FPW Investment Committee April 2023
FPW Investment Committee April 2023
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FPW Investment Committee May 2023
Investment Committee Notes May 2023
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FPW Investment Committee June 2023
FPW Investment Committee Report June 2023
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Investment Committee July 2023
Investment Committee July 2023
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