May 2021 Investment Update

Woodgate Director Andy Jervis met with Richard Urwin, Director and Head of our Investment Committee, on 14th May 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.


During their talk they covered the recent performance of our clients' funds, the outlook for the period to come, the risks and opportunities faced by all investors and how we address them, and the choice between 'active' and 'passive' fund management approaches and why we're not committed to either. - only to whatever delivers the best results for our clients.


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.