Investment Advice


8 Key Questions for the Long Term Investor


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]

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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 […]

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How active fund managers have fared against global indices


Each year the S&P Dow Jones Indices release their S&P Indices Versus Active Funds (or SPIVA) Scorecard report. This looks at how active fund managers have fared against global indices. Robin Powell of The Evidence Based Investor gives us his synopsis and a UK focused view on this report. Click image to read: Aside from […]

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Stock market crashes and corrections


Current media reports are full of news on new highs for stock markets and market commentaries are rife with suggestions that a crash must be around the corner based solely on this information. History has shown us that world stock market index highs are not, on their own, a reliable predictor of future returns. Is […]

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Good and bad investment behaviour


Dan Ariely in Predictably Irrational: The Hidden Forces That Shape Our Decisions says, “Wouldn’t economics make a lot more sense if it were based on how people actually behave, instead of how they should behave?” Conventional Finance theory has long assumed that Investors/Consumers etc. are rational, risk-neutral wealth maximisers, but the experience of the Dot […]

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What should investors make of bitcoin mania?


Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]

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8 Key Questions for the Long Term Investor


Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. We […]

Read more →


Planning for Long Term Care


In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]

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Worried about the Pension Lifetime Allowance?


What is The Lifetime Allowance? Since its peak of £1.8m in the 2011/12 tax year and three subsequent reductions since then to its current £1m level, the Pension Lifetime Allowance (The Lifetime Allowance (LTA) is a limit on the amount of pension benefit that can be drawn from pension schemes – whether lump sums or […]

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