Winter Investment Review

Winter has finally arrived in Wiltshire and it’s now dark for 5:00PM, but the wood is ordered for the log burner and seeing friends and family over the festive season will be fun, we wish everyone a merry, cosy and calorific yule tide. Obviously, recent times...

Summer Investment Review

Markets and Global Economy The weather has brought smiles to people’s faces and a beard to mine (my wife likes it, what are you to do?). No doubt the national pastime of frustration with the weather will give us all something to chat about in the...

Chalke Valley History Festival 2018

For the second consecutive year, Casterbridge Wealth hosted an evening at the Chalke Valley History Festival for both clients and advisers who enjoyed being bathed in the incessant British sunshine, followed by the Histrionics Quiz hosted by Charlie Higson as Quiz Master. It provided a...

What Safeguards are there to Reduce Risk to my Assets?

Our regulator the FCA has placed failing firms into administration. Recent press coverage has raised questions about the protection of clients' assets from fees levied by liquidators. What's different about the protection Casterbridge Wealth works within? At Casterbridge Wealth we focus on what we do best,...

Spring Investment Review

Thank you for your continued support which has helped us to become even more widely recognised in recent months. Not only have we recently appeared on the cover of Wealth Manager, a well read and highly respected industry magazine, but we were also delighted to...

Captain Dull – Zurich Advice Matters

A fitting way to celebrate our first year in business, November 2017 saw our very own Keith Edwards take pride of place on the cover of  Zurich’s Advice Matters magazine. An article in which he divulged on his Investment Strategy, Business Growth and Working Life...

WINTER INVESTMENT REVIEW

The annual debate as to whether we’ll be showered with snow and our country will be brought to a standstill, for three days, will soon be upon us. We could have snow ploughs and services akin to the Scandinavians and Swiss but I think the...

Summer Investment Review

The summer is often a time of low volumes but sharp price moves which can give us the odd opportunity. However, sometimes stocks are cheap for a reason; the value trap seems to have returned to haunt some larger investment funds. We added Capita after...

Election Investment

So, I lost a 50p bet with my wife, Alison. When they announced the election, I thought the Conservatives would retain their majority but make little progress. Alison thought there would be another hung parliament as the Liberal Democrats would recover strongly. Neither of us...