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Investment Update - November 2023

Andy Jervis, Chairman at Chesterton House Financial Planning, met with Managing Director and Head of Investment Committee, Richard Urwin last week to take a look back at the last few months and see how our client's portfolios have been performing, and how we're positioned for future growth. During their conversation Richard explained recent economic events and what we might expect for the future, delved into how and why we use investment trusts in our portfolios, and commented on the value of benchmarks in measuring performance amongst other topics.


We need to remind you that none of the specific investments or strategies discussed in this interview are intended as a recommendation to invest. We will only ever provide you with specific investment recommendations after consideration of your personal circumstances, needs and goals as well as a range of other factors. The value of some of the investments mentioned can fall as well as rise in value. Contact us for more information about our financial planning and investment process.



You can watch the video or listen to the audio podcast. Just click on the appropriate image below.


Watch the video below


Listen to the podcast below




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