Do you want to be a better investor and save on fees?
What kind of investor are you?
Self Directed: I want to do it myself thank you very much
Validator: Want to manage my money, but need an occasional steer
Avoider: Hate to, but have to, manage my money
Delegator: I want to pay someone to manage my money
Services We Offer For
Anyone!
Absolute Beginners:
Some Experience:
Browse our course catalogue
We offer courses for beginners or more experienced investors
Learn how to invest for the long-term.
We will help you:
- Master asset allocation, a key driver of long-term returns
- Avoid pitfalls (overconfidence, loss aversion, confirmation bias)
- Learn how use macroeconomic data to inform your investments
- Construct your own top-down view on the global economy
- Learn the potential reward and risk of each asset type
- Understand volatility, risk and diversification
- Learn how to construct and manage a cross-asset portfolio
- Avoid paying fees on your investments
- Avoid investment scams
This email course will teach you the basics:
- Use P/E ratios to find cheap shares
- Compare share income with dividend yield
- How bonds work and duration risk
- How to calculate risk with volatility
- How to reduce risk by diversification
- How to find a broker and trade
- What funds are and how to choose them
- How to seek independent financial advice
This is just scratching the surface of how we can help. We would love to hear from you, click this button to get in touch:
Recent videos:
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Review of Vanguard LifeStrategy Funds
Our financial blog:
How To Transfer A Stocks & Shares ISA
An Individual Savings Account (ISA) is like a tax invisibility cloak. You don't pay tax on any investments held in the ISA. Lots of companies offer ISAs, but if you are not happy with your existing provider you can switch to another one. In this article, we show how to work out the cheapest way to do the transfer without losing your ISA allowance.
How to Invest During Brexit
UK investors can't ignore Brexit. Brexit will be one of the most important drivers of return in your portfolio over the next few years, so it is worth getting your portfolio prepared. Here we provide an approach and a spreadsheet that helps you decide which outcomes are most likely and position your portfolio in line with your beliefs.
What Is The Ex-Dividend Date?
Many stocks and funds pay you a regular cash dividend payment. In order to receive this payment you must be a registered owner of the stock before a specific date: this is the ex-dividend date. If you buy the stock after this date you won't get paid a dividend until the next dividend payment. For some stocks that could be up to a year later.
Take our DIY Asset Allocation course!
