Mergers & Transfers

17 September 2019

Along with the many fund mergers that we have been experiencing over the course of 2019 (we anticipate more, or the expansion of fund manager mandates)


The push to Christmas and all things family

13 September 2019

It might just be me, however, with all the political noise that’s going on, I think it’s really easy to forget that the rest of the year will actually happen.


Harvest Time for a few?

02 September 2019

September 2019 begins, and many of you may know that I achieve a lot of writing especially when I am away.




Really inspired to retire early?

01 August 2019

The glossy magazines for wealth management businesses often depict bright and vivid images of people usually above age 50 wafting along a beach


Lifelines and Life Junctions

11 July 2019

For those of you that know me, you will be aware that I have worked in UK retail financial services for 30+ years. It’s been fascinating!



WYSIWYG

21 June 2019

This blog is a little simplistic in its wording of the title, but cuts to the core of all we do at Chapters Financial


Fund allocations need not be from a panel

07 June 2019

Although it is usually good to see media coverage of fund management and managers, this has not been the case in the last week or so with the current position of Woodford Investment Management. The full extent of this story may take some time to unravel.