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Hello


This month Richard and Andy met to record our Quarterly Investment Update. 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. You can watch the video or listen to the conversation via our podcast - the link to the post is below.


We had the Chancellor's Autumn Statement. There was some speculation in the press about what would be announced, but it was quite a low key affair this time. Callum from our Financial Planning Team spent some time reviewing the changes and pulled out the key areas that might affect you. Read his highlights in our first post.


We hope you enjoy this month's newsletter.


Come along to our


Christmas Coffee Morning 


Wednesday 6th December


At our offices in Rectory Place


Drop in between

10.30am until 12.30pm


We'll be collecting for the Chesterton House Foundation if you'd like to make a donation.

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.

Watch the video or listen to the podcast here

Highlights from the UK Autumn Statement 2023

On 22nd November, the chancellor, Jeremy Hunt, presented his autumn statement alongside the latest forecasts from the independent Office for Budget Responsibility. We asked Callum Donoghue from our Financial Planning Team to pick out some of the main points.

Read the post here

Diaries

Diaries have now been sent out to the people that have requested them and there are a handful left. If you'd like one let Jenny know and she'll get one sent out to you.

Email Jenny Here or Reply to this Email

Christmas Tree Festival

Earlier this week we took our tree over to the Parish Church ready for this year's Christmas Tree Festival. Naz from our Welcome Team did a brilliant job decorating it - we think it looks fantastic. 


There are some fantastic trees from all around the local community again this year and we think it's well worth a visit. There's also a varied schedule of events for the festival including Beer & Carols, Lunchtime Concerts and Music for Midwinter. Take a look at the Church website's What's On page.

In Case You Missed It...

Our Foundation Has Made Its First Grants

Hooray! It's a Bear Market. Why Market Declines Are To Be Welcomed

Introducing a Major Step Forward In Our Service To You

We hope you enjoyed reading this newsletter. You can read all of our blog posts on our website at any time - just click to have a browse.

The Chesterton House & Woodgate Team

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