Are you frustrated by poor return on your investments?

What kind of investor are you?

Delegator: I want to pay someone to manage my money

Avoider: Hate to, but have to, manage my money

Validator: Want to manage my money, but need an occasional steer

Self Directed: I want to do it myself thank you very much

Services We Offer

For Advanced 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:

How I Invested 20k Using ETFs and Vanguard Direct ISA

Bitcoin Problems

Interview with Andrew Innes author of S&P DJI Active vs Passive Investment SPIVA Report

George Magnus: China for Investors

Which is the cheapest robo advisor in the UK?

Can Fundsmith Continue to Outperform?

Review of Vanguard LifeStrategy Funds


Our financial blog:

Review of Lindsell Train Global Equity Fund
Lindsell Train Global Equity is an extremely popular investment fund that is drawing in capital thanks to its strong performance. Here we delve into its approach to investment, the risks it is taking to generate those strong returns and whether that outperformance can continue.
How Many ISAs Can I Have?
You can split your £20,000 ISA allowance amongst one each of the four ISA types in this tax year: a Cash ISA, Stocks & Shares ISA, an Innovative Finance ISA & a Lifetime ISA. A household creates even more opportunities for tax-free saving for you and your family.
What Is An Investment Platform?
What is an investment platform? How much does it cost? What services does it provide for that fee? Mark Polson, the founder of Lang Cat, provides answers to all these questions.

Take our DIY Asset Allocation course!

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