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
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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