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
- Expand your knowledge
The ultimate guide on how to invest £200k for monthly income
Find out moreWhat would you do with a £200,000 lump sum? Spend it on a supercar? Tuck it away in the bank? Pay off your mortgage? Tell your boss you’re taking a five-year holiday?
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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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Chelsea is not an advisor
Find out moreChelsea is not a financial adviser, but this doesn’t mean we can’t help you to invest. Rather than give you advice, Chelsea provides high-quality, independent research from our in-house team.
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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.
