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News

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

Investment Committee Report July 2023

August 10th 2023

FPW Investment Committee July 2023

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Investment Committee Report June 2023

July 1th 2023

FPW Investment Committee Notes June 2023

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Investment Committee Report May 2023

June 1th 2023

Investment Committee Notes May 2023

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Investment Committee Report April 2023

May 10th 2023

This months reports contains a number of charts and is available to download  FPW Investment Committee April 2023

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Investment Committe Report March 2023

April 1th 2023

March 2023 Introduction   Last month we focused on the risks of recession, looking at the United States as it is often the precursor for…

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Contributing to a Child's Pension

March 27th 2023

Contributing to a Child’s Pension Most individuals are understandably focused on how they may maximise contributions to their own pensions…

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Investment Committee Report - February 2023

March 17th 2023

Investment Committee Report - February 2023 Please find below a link to our Investment Committee Report for February, which incldues Key Factors to…

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End of Tax Year Housekeeping

March 3th 2023

End of Tax Year Housekeeping With the end of the 2022/23 tax year in sight, we should not forget  to review any available tax allowances to…

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Retirement Planning 2023 - How much will you need?

February 23th 2023

Please review our Retirement Planning article which includes the net income required to acheive different lifestyles and what you may need to…

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Investment Outlook 2023

February 1th 2023

Check out our Investment Outlook and key themes for the coming year by clicking on the link below - require a hard copy? Get in touch by phone or…

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Investment Committee Notes January 2023

January 31th 2023

Investment Committee Notes January 2023 by Andrew Chorley

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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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EST. 1999