INVESTOR INSIGHTS

Better questions for people making their own investment decisions.

Practical guides on portfolio process, risk, time, pensions and the boundaries between education, advice and discretionary management.

Education, not a personal recommendation.

These guides are designed to help you frame decisions and questions. They do not assess your circumstances, recommend investments or replace regulated financial, tax or legal advice.

ISA · SIPP · PROCESS

Can I manage my own ISA or SIPP without becoming a day trader?

A long-term portfolio process is not the same thing as watching prices all day. Start with the work that matters, and recognise when regulated advice is more appropriate.

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TIME · DISCIPLINE

How much time does managing a long-term portfolio really take?

Good investing has recurring work, but it need not become another full-time job. The key is a deliberately limited review routine.

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ADVICE · DIY

Financial adviser, managed portfolio or DIY: what is the difference?

Three legitimate routes, three different responsibilities. The sensible choice starts with being clear about what you want someone else to do.

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VALUE · DECISION

How can I decide whether an investing programme is worth it?

Do not begin with a promise of returns. Begin with the decision you are making, the work you will do, the terms and the cost over the period you expect to use it.

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See how the programme works.

Research, tools and continuing educational mentoring for people running their own portfolios.

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