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Sep 24, 20234 min read
Auric Goldfinger: A sustainable retirement?
Auric Goldfinger loved gold. But should you include it in your retirement portfolio, and how does it compare to other assets?


Sep 17, 20234 min read
Investment management is commoditised
We believe the "investment problem" has been solved, but this doesn't mean that the financial adviser's role is redundant.

Sep 16, 20235 min read
How we invest our clients' (and our own) money
Potential clients often ask us how we invest our money. We outline our investment beliefs and suggest that simple is often better.

Sep 12, 20235 min read
Why we don't offer one-off financial planning and advice
We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.


Aug 28, 20236 min read
Michael Burry - Big Short #2?
The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?

May 26, 20239 min read
Is the 4% safe withdrawal rate still valid for UK retirees - Part 1?
Are you using the '4% rule' for taking retirement income? In this series of articles, we investigate the many challenges to consider.

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