Investment management is commoditised
We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.
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- Sep 16
- 2 min
How we invest our clients' (and our own) money
Potential clients often ask us how we invest our money. We outline our investment beliefs and suggest that simple is often better.
- Sep 12
- 5 min
Why we don't offer one-off financial planning and advice
We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.
- Aug 28
- 6 min
Michael Burry - Big Short #2?
The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?
- May 26
- 8 min
Is the 4% safe withdrawal rate still valid for UK retirees - Part 1?
Are you using the '4% rule' for taking retirement income? In this series of articles, we investigate the many challenges to consider.
- May 12
- 6 min
Book review: 'The Man Who Solved the Market' by Greg Zuckerman
Greg Zuckerman's book gives readers an insight into secretive quant funds and explains why this might influence how you choose to invest.
- Sep 18, 2021
- 3 min
Book Review: 'Smarter Investing' (3rd Edition) by Tim Hale
Tim Hale's book gives you all you need to build a robust portfolio, taking you all the steps from the evidence to actual implementation.
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