Category Archives: Investments

What is the best benchmark to use when investing?

When it comes to investing you are likely to want to understand how your investments are performing against some kind of benchmark. It is no good investing in a fund or funds if you don’t have something to measure the success … Continue reading

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Financial Planning vs Financial Advice vs Robo Advice

Pensions and investments can be confusing and seeking advice on these might be a daunting task. Who do you get advice from? Can you do it yourself? What sort of advice are you looking for? Can you trust a financial … Continue reading

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Buy to Let vs Pension

Buy to Let vs Pension We often hear that people who have some excess money to invest are drawn into a Buy to Let vs Pension argument and there are a wide range of opinions on this subject. Some giving … Continue reading

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Investment returns – What can I expect?

I am often asked by prospective clients: What investment returns can I get? Unfortunately, it is not possible to quote a fixed rate for investments returns (unlike cash held in a bank or building society account). Investment returns just don’t work … Continue reading

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How we Choose Investment Funds – part 3

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best … Continue reading

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