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:
Businesses: Investment Workshops
Investment training for your employees so they get the best out of auto enrolment
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:
Which is the cheapest robo advisor in the UK?
Can Fundsmith Continue to Outperform?
Review of Vanguard LifeStrategy Funds
Our financial blog:
Review of Scottish Mortgage Investment Trust
Scottish Mortgage Investment Trust is a very successful, very large active equity fund (£7.6 billion in October 2018). Its returns have been very good for the last decade and on the back of its performance it has single-handedly made investment trusts sexy again. In this article we look at how the fund is run, the risks you take by investing in the fund and we consider whether this is a good time to buy the fund.
Vanguard vs IWeb: Which Is The Cheapest ISA Platform?
In this article we compare the costs of two of the cheapest ISA platforms: Vanguard and IWeb. IWeb's annual fee is zero, but it has a setup fee and charges for trades whereas Vanguard charges 0.15% of the amount you invest capped at £375 per year, has no setup fee and you can trade for free. It turns out that the cheapest platform depends on how much you invest and how much you trade.
How To Calculate Correlation
This spreadsheet contains eleven years of daily price data for four funds (FFR Global Real Estate, Gold, IEF 7y-10y US[...]
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