Video


Investments: Market Timing Lessons From History


This video from Sensible Investing TV explores new research by two academics at Cambridge Judge Business School and shows how even the brilliant economist John Maynard Keynes couldn’t successfully time investment markets.  

Read...



Cost Matter When Investing Video


At Swindells Financial Planning we have always said that when it comes to investing – costs matter.  This is one of the reasons we advocate a passive style of investing. See why active investing can detract from your investment returns in the below video from SensibleInvesting.tv who give their views to why as consumers we are conditioned […]

Read...


The Retail Distribution Review – your guide part 2


Financial advice has never been free, but the Retail Distribution Review, which came into force on 31 December 2012, has made advice clearer and more straightforward for individuals.  Part two of SensibleInvesting.tv‘s guide to the RDR explains what investors need to know about the new regime; how they can make sure they are getting the […]

Read...


The Retail Distribution Review – your guide part 1


The Retail Distribution Review came into force on 31 December 2012 and was possibly the biggest shake-up for the UK financial advice industry in 25 years. What is the RDR, what has changed, and what will it mean for investors? Watch this video from SensibleInvesting.tv to see part 1 of their RDR Guide.  

Read...


Next Page »

Enter your email

Get free investment, pensions and wealth management news and advice.

* indicates required

*We will never share your details with any third party.


Categories



Client Stories





Book a consultation


Your Name (required)

Email (required)

Phone Number

Age

Employment Status

Income

What you would like to talk about?

captcha

Enter exactly what you see above






Enter your email to receive free relevant news and updates.

* indicates required

*We will never share your details with any third party.


Latest… View all




More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

Read more →


Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

Read more →


Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

Read more →


Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

Read more →