Investing2022-09-16T08:46:04+00:00

Investing

Helping you to support your life plan

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Your investment objective will be addressed by using an evidence-based investment portfolio.

Our approach to asset allocation is designed to create portfolios that behave in line with an investor’s expectations. By matching implied volatility with the investor’s attitude to risk, the asset allocations aim to minimise the chances of downside risk that are greater than the investor is prepared to tolerate.

Your investment strategy is essential to meeting your financial goals. Remaining invested during market fluctuations can be difficult if your portfolio is not aligned with your psychological risk tolerance. We help you overcome this ‘behavior gap’ by integrating your risk tolerance with your short, medium, and longer term goals.

The investment portfolio structure will make use of high quality, multi-asset, core holdings that are cost-effective, passive in construction, and offer attractive risk-adjusted returns.

We are fee-only; we do not receive commissions from the investments we select for you.

Read more about Investing

  • Published On: September 20, 2022|2.6 min read|

    Balancing investment and inflation risk – Why time in the market is key

    There’s no proven way to time the market. Targeting the best days, moving to the side-lines to avoid the worst, or waiting for the market to ‘pick up before you invest. Missing only a brief period of strong returns can drastically impact overall performance. 

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  • Published On: September 16, 2022|3.7 min read|

    The rise in popularity of ESG investing

    ESG Investing (Sustainable Investing) is growing exponentially as more investors and issuers utilise ESG and climate data and tools to support investment decision-making.

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  • Published On: March 10, 2021|4.8 min read|

    Hedging and Currency Risk

    Exchange rate movements impact returns when a change in the value of one currency against another currency leads to a rise or fall in the value of an asset. [...]

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Benefit from comprehensive, integrated, and objective advice.

Let’s discuss your specific needs and how I can help you meet your objectives

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Learn how to invest successfully

What does your financial future look like?

We help you to answer all important questions such as:

How do I make the most of my pensions?2021-09-10T08:40:21+00:00

Whether you’re thinking about opening a pension plan, you’re looking at transferring your pension to a SIPP or QROP”s, or you’re nearing retirement and considering your options. You should always make sure you’re fully clued-up when you’re making pension decisions, and seek further advice if you feel you need it. In particular, if you want to transfer a Defined Benefit Pension worth over £30,000 then you need to consult a Pensions Specialist first.

Will my family be OK when I die?2021-09-10T08:39:20+00:00

No one wants to think about ‘kicking the bucket’, but putting your financial affairs in order can save your family from a lot of extra grief in the event of your death. Only by planning effectively and in advance can you be sure that you have taken the necessary steps available to you. Careful planning is often required to ensure your loved ones aren’t left with nasty surprises when you pass on your estate.

I am risk averse, where should I invest?2021-09-15T11:30:31+00:00

Risk and returns share a direct relation. While risk-prone investments are likely to yield higher returns, they also have higher volatility. Risk-averse investors are the ones who choose more stable returns, even if lower, over volatility. A key element in our financial planning process is to provide a robust investment engine for the realisation of your financial and life goals. Designed to offer a range of investment experiences which can be matched with your capacity for investment risk.

Can I retire early?2021-09-10T08:39:47+00:00

The ultimate goal for most retirees is making sure their assets last as long as they live. Once a person or household can no longer rely on earned income, balancing income and expenses becomes the primary focus of financial planning. And because of increasing longevity, managing cash flow is more critical than ever. We utilise cash flow planning to help forecast sources and uses of cash. Providing a framework that enables the most effective and efficient use of pension and investment income. You might be able to retire early that you think!

Am I going to have enough?2021-09-10T08:40:05+00:00

Enough means something different to everyone. Many people focus on asking if they have enough, when the real question is, enough for what? If you want to build up enough wealth to meet your life goals, the first step is knowing clearly what those goals are.  A clear financial plan will help you find the right balance between financial security and living your preferred lifestyle.

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