Resources
We know that investing can be quite daunting and we hope that these guides, blogs and other helpful information help our clients better understand a range of topics, so that they are in a better position to make informed decisions.
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New
- CFS in the news
CFS in the news 2026
Find out moreChelsea Financial Services has had a long, established relationship with the press, and you can see some of these articles from 2026 here.
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New
- Blogs
2026 half-year investment report card
Find out moreIf we were writing a half-year school report for 2026, we’d suggest it has performed reasonably well but needs more consistency to fulfil its potential.
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- More about CFS
- Choosing funds
Chelsea’s Research process
Find out moreWe perform regular quantitative screens, which help to identify funds for further analysis. It's not just strong performance that we look for, but consistency of performance is very important, along with volatility and various other metrics.
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- Choosing funds
Where to invest
Find out moreIn the UK alone, there are over 3,000 different funds to choose from, so choosing the right one can feel daunting. At Chelsea, we have collated a number of different options.
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- Choosing funds
Build a portfolio
Find out moreEvery investor is unique, with different goals and aspirations. So one of the first things to do is to think about what you, personally, are investing for. Are you putting money aside for your children's education? Are you saving for your retirement or just a 'rainy day'?
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- More about CFS
- Choosing funds
The Chelsea investment philosophy & process – VT Chelsea Managed Funds
Find out moreWe take a ‘common-sense’ approach to constructing portfolios and don’t believe in sticking to strict benchmarks. We are quite willing to underweight certain asset classes or even ignore them entirely if we feel they do not offer sufficient value to the portfolio, at the current time.
