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
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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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Three new funds are added to Chelsea Selection
Find out moreChelsea’s research team has been busy updating its Chelsea Selection following the latest investment committee meeting.
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Tax-year end 2025/6
Find out moreAs we move closer to the end of the tax year, we wanted to share a quick reminder for Chelsea clients.
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Key points from the Autumn Budget 2025
Find out moreThe 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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New low-cost share classes available for Chelsea clients
Find out moreWe’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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Nine new funds join the Chelsea Selection
Find out moreChelsea’s research team has been busy updating its Chelsea Selection following the latest investment committee meeting.
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Chelsea research team makes changes to Chelsea Selection
Find out moreChelsea’s research team has made a number of changes to its Chelsea Selection.
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How US tech and ESG funds dominated investor choices this year
Find out moreThere 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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Jupiter European gets a change of team
Find out moreJupiter 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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Updates to the Sustainable Disclosure Requirements
Find out moreThe 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.