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

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:

How I Invested 20k Using ETFs and Vanguard Direct ISA

Which is the cheapest robo advisor in the UK?

Can Fundsmith Continue to Outperform?

Review of Vanguard LifeStrategy Funds


Our financial blog:

Small Cap Versus Large Cap: Which Is Best?
Stock prices of small companies outperform large companies over the long-term. However, this is not true in all environments, and buying small company stocks comes with its own risks and costs.
Active vs Passive Performance: S&P’s Andrew Innes On His Index vs Active Report
Here's my interview with Andrew Innes of S&P Dow Jones Indices, author of the European S&P Index Versus Active report which tracks thousands of fund managers over a very long period of time, often up to a decade, to see whether they managed to do what they're paid to do which is to beat their benchmark.
Modelling the Economic Impact of Brexit
Here's the transcript of an interview with Amit Kara who is head of UK macroeconomic forecasting at the National Institute for Economic and Social Research. The reason why this is interesting is that it gives you an insight into why we build models, as well as insights into the possible impact of Brexit on the UK economy.

Take our DIY Asset Allocation course!

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