Ed Thorp had a huge impact on the gambling and investing worlds. We look at this achievements and why they are important for investors.

There is often a perception that a financial adviser will accept anyone who gets in touch with them. This is not always the case.

The returns of globally diversified portfolios have been subdued in the last few years. How does this impact our clients' retirement plans?

Reports of St James Place's poor performance and high fees regularly feature in the press. Is this criticism justified?

Focusing on asset classes that have performed well over the last few years is tempting. Keeping a longer-term perspective is key.

It can sometimes be easy to wonder what the point of rebalancing a portfolio is. We look at this in the context of recent bond performance.

Auric Goldfinger loved gold. But should you include it in your retirement portfolio, and how does it compare to other assets?

We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.

Potential clients often ask us how we invest our money. We outline our investment beliefs and suggest that simple is often better.

We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.

The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?

Are you using the '4% rule' for taking retirement income? In this series of articles, we investigate the many challenges to consider.