News
Search articles
8 Step Transition process to a Successful Investment Experience
8 step transition process to a successful investment experience We follow proven scientific methods of successful long term investing, providing our clients with the means to meet their investment objectives. The key steps in our process are…
Read more
Your time is limited
“Your time is limited” Those are four words from the Stanford University commencement speech Apple co-founder and CEO Steve Jobs gave in 2005. Right after those four words he said the following… ” …so don’t waste it living someone…
Read more5 Simple Steps to Your Risk in Investing
Risk Capacity Investors are entitled to a level of return that is commensurate with their risk capacity. Therefore, the importance of the measurement of risk capacity in the investment process cannot be understated. For example, if an…
Read more
What is Rebalancing and why is it important to your investments?
Rebalancing Portfolios Rebalancing a portfolio is an important factor in achieving long-term returns. If you accept that your risk capacity should be matched with a suitable portfolio then rebalancing is the means by which you maintain a…
Read moreWhen boring doesn’t mean boring at all!
Consistency Beats Volatility When it comes to investing, the boring approach is much more likely to give you the exciting returns. For most investors, the emphasis placed on maintaining discipline by professional investment advisers is…
Read more
Pension expectations and pension savings mismatch
Following publication of the Office of National Statistics (ONS) latest ‘Pension Trends: Private Pensions 2013′ publication, which reported that the number of active members of occupational pension schemes has reached its lowest level since the 1950s, Scottish…
Read moreSix Ways to Transfer Wealth
It’s been easy to look at the news headlines over the past two or three years and assume that the economy has been a universal picture of doom and gloom. However, that’s not necessarily the case – many…
Read more
Are you the weakest link in your investments?
Investment Discipline – Are you you the weakest link? The investor’s chief problem – and even his worst enemy – is likely to be himself. Benjamin Graham “Security Analysis”, 1934 Investing is often likened to a ride on an…
Read moreIs auto-enrolment coming to your small business?
Workplace pension law has changed. Every employer has new legal duties to help their workers in the UK save for retirement. They must automatically enrol certain workers into a qualifying workplace pension scheme and make contributions towards…
Read more
Large pension holder? How the Lifetime Allowance has changed and how it could affect you
First introduced on 6th April 2006, the Lifetime Allowance (LTA) is the maximum amount of pension saving you can have without incurring a tax charge. Originally fixed at £1.5m, the protection ring-fenced an amount of your pension…
Read more“I don’t want to pay for life insurance!”
“It will never happen to me!” While it is not something we like to think about, life insurance can provide a lump sum payment to your beneficiaries in the event of your death. Knowing that funeral costs, mortgage payments…
Read more
October Market Commentary
Just when it was all going so well… By and large, the news coming out of world financial centres in September was good. In the UK, Jaguar was planning to create 1,700 more jobs and…
Read more
Get in touch
ADDRESS
78 Baum Drive,
Mountsorrel,
Loughborough,
LE12 7XW
