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News

Our news section providers our views and outlook on current financial and investment issues

Chart of the Week November

November 25th 2021

In this weeks chart we take a closer look at how much people are earning can provide an indication of the future path of inflation.  Financial…

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Market Barometer November

November 18th 2021

Risk increased over the month in both the UK and US Equity Markets. Financial Planning Wales Market Barometer November Issue 2

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Quarter 3 Newsletter - Going for Gold

November 8th 2021

This quarter we take a closer look at whether Gold remains an important part of investment portfolios or is it simply a relic that should be…

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Chart of the Week October

October 29th 2021

Following on from our update last week; the attached document is the first in a series of our Chart of the Week that provides some highlights and key…

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Fund In Focus October

October 22th 2021

This week we take a close look at Blackrock Energy & Resources Trust - a fund that we have supported in recent years and we think is well placed…

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Market Barometer October

October 15th 2021

Over the last few years we have provided you with regular updates on investment and financial news in a number of different formats; whilst we hope…

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Investment Process

August 5th 2021

If you want to learn more about our investment process click on the graphic below to view our most recent publication.

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Bullish Signs for Gold

April 29th 2021

Gold Prices are pretty closely correlated to US real interest rates - with inflation rising fast negative real yields would be positive for Gold…

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Back Testing - April Newsletter

April 15th 2021

To view the presentation simply click on the picture below!  

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ISAs - How they can help in wealth creation

March 26th 2021

ISAs – How they can help in wealth creation. The much-loved Individual Savings Account or ISA was introduced to UK residents in April 1999…

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February Newsletter

March 8th 2021

In the second edition of our updated Newsletter we talk Bonds, Bitcoin, and Budget! Take a closer look at Hedge Funds and highlight some recent…

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Everybody Is Talking About Bitcoin!

March 4th 2021

There has been a lot of attention regarding Bitcoin and other crypto currencies over the last few months; it seems like every other social media post…

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Newsletter 2.0

February 2th 2021

Hot off the press is January's Newsletter in its new format - we hope you enjoy it!   

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Interesting Press Article - The Times

February 1th 2021

Interesting article from The Times highlighting the value of advice and what you should look for  The Times - Catastrophic failures left us…

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Inflation: Dr Jekyll and Mr Hyde

January 8th 2021

Inflation: Dr Jekyll and Mr Hyde     Inflation, in Ed Easterling’s Unexpected Returns, is described as being as two-faced as Dr…

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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

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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EST. 1999