Invest wisely and sleep better, knowing your future’s secure

A sensible approach to your investments which meets your financial needs and requirements.

Investments

The world of investments can seem exciting, daunting, fulfilling and risky. It’s a complex arena which requires detailed knowledge of the markets, the returns and any risks.

Whilst some may play the markets and try and predict the returns, we firmly believe in taking a sensible approach to investing your funds and rely on something called evidence investing. It’s at the heart of what we do.

Evidence Investing

Evidence investing (also known as evidence-based investing) is an approach to investments which is based on 50 years of empirical research into the markets and their performance. It advocates and establishes that you will capture the best returns on the market by low cost, diversified and long term investments.

It also takes into account your attitude to investing and your particular circumstances, so that we can structure your portfolio accordingly. Diversification (across different markets and countries) provides protection against risk, fluctuations and inflation, and the emphasis is always on keeping it low cost. As part of explaining this approach, we have some very easy to understand aids that help illustrate the research.

Understanding you

Whether consciously or sub consciously, investing is a very emotive area. With many private investors making decisions based on gut instinct or unconsciously held beliefs. We aim to eliminate those unreliable emotions from the investing process and we use psychometric assessments to get a deeper understanding of who you are and your attitude towards investing.

The result is that when we structure your portfolio, you can be confident that it’s going to target what you need it to achieve.

Download our evidence-based investing infographic.