News
Our news section providers our views and outlook on current financial and investment issues
Investment Committee Notes December 2022
December 31th 2022
Investment Committee Notes December 2022 by Andrew Chorley
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Investment Committee Notes November 2022
December 8th 2022
Click on the link below to read the full article Investment Committee Notes November 2022 by Andrew Chorley
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Investment Committee Notes October 2022
November 1th 2022
Introduction This is the first in our series of monthly Investment Committee Reports that we will be writing and making available to all our…
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Q3 Model Portfolio Review
October 5th 2022
Take a closer look at how we monitor and review and our Model Portfolios Q3 Model Portfolio Review
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Newsletter Q2 2022
September 30th 2022
Financial Planning Wales Q2 Newsletter by Andrew Chorley
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Making Decisions
September 20th 2022
Click on the link below to find out more about what goes into making our investment decisions - here we look in detail of our review on Trend…
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Investment Update
August 1th 2022
We are writing to provide an update on current market conditions and our thoughts on the strategy that we feel we should be following to provide us…
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Newsletter Q1 2022
April 27th 2022
Financial Planning Wales Q1 Newsletter by Andrew Chorley
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Conflicts & Returns
April 1th 2022
Click on the link below to download our full report Conflicts & Returns
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Market Conditions
February 28th 2022
We are sure you have all been watching events in the Ukraine in the last few days in particular, with press coverage showing the very real human…
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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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