This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. Whether we explain basic principles, debunk financial myths, or provide general tips, this page is an opportunity for us to share our thoughts which can help you make better financial decisions.

But to be clear. We’re not providing personal advice here (you have to pay for that I’m afraid!) and any arrangements that you make having read these pages are entirely your own affair.

We don’t believe in forecasting the future, and in the event that we discuss specific products, funds or assets here, our opinion should be taken as that, our opinion and not a personal recommendation to buy or sell.

Want a Great Investment Outcome? Use a Ulysses Contract

In literary classic The Odyssey, Homer tells the epic story of Ulysses and his ten-year journey home at the end of the Trojan War. In one of many challenges faced, Ulysses encounters beautiful Sirens singing spellbinding sweet songs, which lure passing ships to their destruction on the island’s rocks. To ensure his own ship’s safe … Continued

Environmental, Social & Governance (ESG) Investing

One of the major investment management trends of recent years has been the explosion of interest in Environmental, Social & Governance (ESG) investing. Whether you’ve heard of it already or not, it’s become a legitimate consideration for company owners, their shareholders and fund investors. There is no doubt it will continue to gain momentum as … Continued

Investing and Speculating are not the same thing!

Earlier this week I met a potential new client who’d unexpectedly come into a large sum of money. But when it came to the matter of investing they could only be described as confused. Having spent some time explaining the basics of a good investment process and plan, we got to talking about the difference … Continued

Preparing For The Next Stock Market Crash – 10 Tips

As we approach the end of another calendar year, the financial media will soon turn its attention towards forecasts for 2018. And with global stock markets currently reaching new all-time highs I’ve already begun to see some market commentaries forecasting a stock market crash during 2018. Although a crash, correction or downturn cannot be ruled … Continued

Shark Attacks, Plane Crashes and Investment Risk

by Alexandre Riley Headline news about a British woman involved in a Shark Attack on the BBC website this week got me thinking about investment risk. The media loves a good shark attack story because it feeds into everyone’s natural fears, even though the chances of it happening are virtually indistinguishable from zero, with the … Continued

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