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Investing is sometimes described as simple but not easy.
We focus on getting the important bits right; building intelligent, no-compromise portfolios whilst carefully controlling costs.
Read more in our Investing Made Simple guide.
Our key considerations when advising on your investments include:
We take the time to thoroughly understand what you're looking to achieve and the level of risk you are comfortable with, then reflect this in the investments we recommend.
Keeping ample 'rainy day' monies in the bank gives peace of mind you can access cash in an emergency without having to sell investments at what might be the wrong time.
Different types of investment (assets) can behave differently to each other. Rather than put all your eggs in one basket, we combine a range of assets to help mitigate risk.
Unlike future performance, costs are a known. Keeping a tight lid on costs can be the difference between success and failure.
We combine index-tracking funds with actively managed, where they invest very differently to the Index, to give you the best of both worlds.
We hold our nerve in the face of market turmoil, preferring pragmatism, patience and perspective.
The things we don't do are as important as the things we do:
Time in, not timing, the market is the key to successful investing. Be wary of anyone who claims they can time markets, history suggests they almost certainly can't.
Whilst past performance can be seductive, it is often a weak guide to the future.
Using third party funds of funds and investment services introduces more costs and another mouth to feed.
We expect to save you a lot of money versus comparable services. To arrange an initial 10–15 minute chat call us on 0203 397 7280 or click below.