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.

    • News

    Three new funds are added to Chelsea Selection

    Chelsea’s research team has been busy updating its Chelsea Selection following the latest investment committee meeting.

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  • A hand placing a wooden block labeled “TAX” on top of stacked blocks reading “YEAR” and “END,” symbolizing year-end tax planning or deadlines.
    • News

    Tax-year end 2025/6

    As we move closer to the end of the tax year, we wanted to share a quick reminder for Chelsea clients.

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    • News

    Christmas opening hours

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  • Red briefcase with gold "ER II" insignia and crown centered. Gold handle and latch accents. Symbolic, regal, and formal tone conveyed.
    • News

    Key points from the Autumn Budget 2025

    The Chancellor’s Autumn Budget delivered several changes that will directly affect how people save and invest. The main areas to watch are cash ISAs, pensions, and VCTs. Here’s the quick breakdown.

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    • News

    New low-cost share classes available for Chelsea clients

    We’re delighted to share some good news with our clients - you can now access two excellent funds at reduced ongoing charges (OCFs).

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    • News

    Nine new funds join the Chelsea Selection

    Chelsea’s research team has been busy updating its Chelsea Selection following the latest investment committee meeting.

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    • News

    Chelsea research team makes changes to Chelsea Selection

    Chelsea’s research team has made a number of changes to its Chelsea Selection.

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  • Two people discuss data analytics, with one using a laptop and the other holding a tablet. A digital network overlay suggests connectivity.
    • News

    How US tech and ESG funds dominated investor choices this year

    There was plenty to disrupt markets in 2024: around half the world went to the polls, there was a raft of geopolitical instability, and western governments struggled against a rising tide of populism.

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    • News

    Jupiter European gets a change of team

    Jupiter Asset Management has recruited GAM’s Niall Gallagher, along with his team of Christopher Sellers and Chris Legg, to take on management of Jupiter’s existing range of European equity funds.

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    • News

    Updates to the Sustainable Disclosure Requirements

    The Financial Conduct Authority (FCA) recently introduced updates to its Sustainable Disclosure Requirements (SDR) and the new investment labels framework, which aim to bring more clarity and transparency to sustainable investments.

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