August 2021 Investment Update

Woodgate Financial Planning Director David Wright met with Richard Urwin, Managing Director and Head of our Investment Committee, last week to have a look at how our clients' portfolios have been performing over the last year and what we can expect in the future.


During their talk, they covered the recent performance of our client's funds, how the average investor can avoid underperforming their investments, and the importance of following the process.


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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