Investment Update

Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 9th February 2021 to have a look at how our clients' portfolios have been performing over the last year and what we can expect in the future.


In a wide-ranging discussion Richard talks about our portfolio performance, the economic drivers over the period to come (17:30), the Gamestop phenomenon in the US (30:30), why UK shares could yield high returns over the next few years (36:00), where things didn't go so well and why (47:00), and why you need to believe in the continuation of human innovation to be a successful investor (53:00).


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

Watch the video:


Listen via podcast:




If you enjoyed this article, we think you might like these:


Anna Sidat Wins Prestigious Papworth Plate Award


How Much Money Should I Leave Behind For My Children?


What would you do if you could do anything? A Financial Plan can help you get there.



Sign up for our newsletter

Woodgate Financial Planning Ltd is an appointed representative of Chesterton House Financial Planning Ltd,

which is authorised and regulated by the Financial Conduct Authority.

We are also an associated business of Moss Solicitors, helping our clients to get both their Financial and Legal affairs in order.

© Woodgate Financial Planning Ltd. All rights reserved. All contents of this website are subject to Woodgate Financial Planning Ltd.

Office Address:   80-81 Woodgate, Loughborough, Leicestershire, LE11 2XE.