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Latest News & Insights

Investments

Omicron - Is It Of Concern To Your Investments?

The initial outbreak of Covid-19 at the beginning of 2020 saw record market plunges. Could the Omicron variant cause something similar again?

December 1, 2021

Investments

Why You Shouldn’t Shun Poor Performing Funds

We are often asked why we invest in under-performing funds, but we're here to say that investment portfolios should be greater than the sum of their parts.

November 24, 2021

Investments

Financial News – Friend or Folly?

We've never had so much access to so much news. Your mobile phone & social media provide a constant stream, but how helpful is all that news really?

November 16, 2021

Staff Profile

Team Spotlight: Jonathon Curtis

This month our lead content writer, Lee Schofield, sat down to have a virtual coffee with Head of Investment Research, Jonathon Curtis.

November 3, 2021

Investments

Past Performance: Can It Predict The Future?

Many investors base their decisions on past performance, but is the past actually a reliable predictor of future performance?

November 1, 2021

Investments

Why We Don’t Invest In FAANGs

Because our portfolios are a well-diversified blend of funds, they do actually invest in the FAANGs, as well as thousands of other companies, just indirect

October 26, 2021

Investments

Interest Rates – Rising From The Depths?

Being aware of the impact interest rates could have on your wealth outside the bank – your investments.

October 19, 2021

Investments

Active vs Passive Funds – Which Are Best?

For years the debate between active & passive funds has raged. We take a look at the differences and the pros & cons of both methods of investing.

September 28, 2021

Market Update

Inflation: Should You Be Worried?

There’s a fair amount of talk in the financial press at the moment about rising inflation, but we don't pay much attention to sensationalised news reports.

September 21, 2021

Lifestyle Financial Planning

Webinar Recap: Introduction to International Financial Planning - A UK/US Case Study

Join Dan, Nicolas & Dominic as they introduce you to International Financial Planning and how to control your UK assets whilst living in the US.

September 1, 2021

Investments

Is Investing Beyond The U.S. Stock Market Worth It?

The US has been by far the strongest performing of the world’s major stock markets for some time. But is investing beyond the U.S. Stock Market worth it?

August 16, 2021

Lifestyle Financial Planning

Introduction to International Financial Planning - A UK/US Case Study

Join Dan, Nicolas & Dominic as they introduce you to International Financial Planning and how to control your UK assets whilst living in the US.

July 29, 2021

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Latest News & Insights

Omicron - Is It Of Concern To Your Investments?

Why You Shouldn’t Shun Poor Performing Funds

Financial News – Friend or Folly?

Team Spotlight: Jonathon Curtis

Past Performance: Can It Predict The Future?

Why We Don’t Invest In FAANGs

Interest Rates – Rising From The Depths?

Active vs Passive Funds – Which Are Best?

Inflation: Should You Be Worried?

Webinar Recap: Introduction to International Financial Planning - A UK/US Case Study

Is Investing Beyond The U.S. Stock Market Worth It?

Introduction to International Financial Planning - A UK/US Case Study