News
Our news section providers our views and outlook on current financial and investment issues
Index Linked
November 15th 2019
Index Linked We wrote a few weeks ago outlining our thoughts on a potential timing strategy that not only produced superior returns but also…
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Timing Invesmtents?
October 25th 2019
Timing Investments? It’s a well known saying that you cannot “time” markets and that you would be better off simply buying and…
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Drivers of Stock Market Returns
October 15th 2019
Drivers of Stock Market Returns When making a decision for investment in a specific equity market it is important to consider what will be the…
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Gold
September 6th 2019
Gold Deemed as the ultimate store of value Gold has been in demand over the last year, rising by almost 30%, but what are the key drivers of…
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Wealth Transference - It's not just in the advice
August 23th 2019
Wealth Transference – It’s not just in the advice The Spectrum Group, a US based research and consulting group, launched a study into…
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The rise of the Unicorn
August 8th 2019
The rise of the Unicorn The phrase ‘History doesn’t repeat itself but it often rhymes’, normally attributed to Mark Twain,…
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US Volatility
June 28th 2019
US Volatility Here's a great chart that we like to keep an eye on that we first saw published by Rothko Research. The black line shows…
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Chartist's Corner - June 2019
June 6th 2019
Fibonacci Leonardo Fibonacci was a 13th Century mathematician who developed the Fibonacci sequence; a quick search on the internet will tell you a…
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Woodford Patient Capital
June 4th 2019
Woodford Patient Capital You may have read in the Press today that trading in Neil Woodford’s Equity Income Fund has been suspended. The…
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Pension Freedoms
May 23th 2019
Pension Freedoms When George Osborne introduced the pension freedom reform legislation in April 2014, it was hailed as the most far-reaching reform…
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Risk - May 2019
May 10th 2019
Monitoring Risk In recent weeks we have provided you with details of some of the indicators that help us to build a framework within which we…
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Chartist's Corner - May 2019
May 2th 2019
Chartist's Corner - May 2019 We use this chart as an indicator for investors risk preferences and a guideline as to how reckless they can…
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Tax Planning Thoughts - April 2019
April 12th 2019
Salary sacrifice This is an agreement between an employee and employer. The employee agrees to exchange part of their gross salary in return for a…
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Chartist's Corner - April 2019
April 5th 2019
Chartist's Corner - April 2019 The Equity Risk Premium is the average annual return from equities divided by the average annual return on 2…
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Looking at the Evidence - March 2019
April 2th 2019
Looking at the Evidence We have written on many occasions highlighting the risks of current Stock Market valuations, particularly in the US. It…
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Retirement Planning
March 22th 2019
Retirement Planning The journey to retirement is often a difficult one, with a number of speed bumps and potholes that makes the process…
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Tax Planning Thoughts - March 2019
March 15th 2019
Tax Planning Thoughts – March 2019 The Chancellor’s Spring Statement on Wednesday confirmed a number of tax measures introduced in the…
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Chartist's Corner - March 2019
March 7th 2019
Chartist's Corner If you want to know why investors remain attracted to equities despite all the risks that surround them look no further than…
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Due diligence - If it's too good to be true it probably is!
February 21th 2019
Due Diligence - If it's too good to be true it probably is! In late November 2018 an existing client brought to our attention an FCA…
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Tax Planning Thoughts - February 2019
February 6th 2019
As the end of the 2018/19 tax year approaches, the following 'housekeeping' suggestions may improve tax efficiencies and utilise allowances that…
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Chartist's Corner - February 2019
January 31th 2019
Chartist's Corner Once a month we will bringing you what we see as an important set of charts and why we are keeping an eye on them! The UK…
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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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