It's terribly important that you know you can sell the investments your financial planner has recommended to you. Read more 👉 lttr.ai/gSPV #evidenceinvesting #PromisedHighReturns #FinancialPlanner

Here’s the fact of the matter… The thing that makes the biggest impact on investment returns is cost. Read the full article: What makes the biggest impact? ▸ lttr.ai/gbAi #evidenceinvesting #DiversifiedLowCostFunds

We don't monitor property values every hour of every day. Read the full article: Do you own property? ▸ lttr.ai/gVaf #DiversifiedEquityValues #EquityPortfolio

Does the financial planner put their own money in the same funds they are recommending to you? Read more 👉 lttr.ai/gjFo #FinancialPlanner

Some people would call £1 million rich. Read the full article: Do rich people always have a financial adviser? ▸ lttr.ai/g1z1 #financialplanning

Many parents and grandparents want to help their children financially, however, there are risks associated with this generosity. lttr.ai/hRdn #IHT #JISA

You might have wanted to punch your financial adviser when we insisted you do nothing. Read the full article: Fight or flight ▸ lttr.ai/hbVQ #behaviouralfinance #evidenceinvesting

This gives you a better chance of improved results, because equities have a higher expected return than both cash and bonds. Read more 👉 lttr.ai/iVcv #evidenceinvesting

Rant: You can’t uncouple risk and return Read more 👉 lttr.ai/j2vc #evidenceinvesting #PromisedHighReturns #FinancialPlanner

A couple of decades ago, it became apparent that most of the return is based on the performance of the whole market, not any individual fund manager. Read the full article: What makes the biggest impact? ▸ lttr.ai/j8Uy #evidenceinvesting #DiversifiedLowCostFunds

We don't know a property's value until the day we buy it or sell it. Read the full article: Do you own property? ▸ lttr.ai/j2pT #DiversifiedEquityValues #EquityPortfolio

So here are some (hopefully useful) thoughts about financial planning and trust. Read the full article: Can you really trust a financial planner’s advice? ▸ lttr.ai/kLY9 #FinancialPlanner

According to a study by Dimensional, peace of mind is the benefit that people value most from their financial planner. Read the full article: Do rich people always have a financial adviser? ▸ lttr.ai/kr2H #financialplanning

It's an inbuilt physiological response. Read the full article: Fight or flight ▸ lttr.ai/lc0C #behaviouralfinance #evidenceinvesting

Ordinary investors (like our clients) just don’t need it. Read the full article: What makes the biggest impact? ▸ lttr.ai/oabg #evidenceinvesting #DiversifiedLowCostFunds

Don't spend any time worrying about any rise and fall in value. Read more 👉 lttr.ai/oYRV #DiversifiedEquityValues #EquityPortfolio

Financial planning is a relationship between us and our clients. Read more 👉 lttr.ai/onxI #FinancialPlanner

Unfortunately, it's impossible to both have your cake AND eat it. Read more 👉 lttr.ai/sd04 #evidenceinvesting #PromisedHighReturns #FinancialPlanner

My latest for Timeline: The Number 1 benefit of having a good financial planner Timeline #Money #FinancialPlanning ow.ly/5TZe50MQ0XF

"The Chancellor appears to have forgotten the parable of Neil Woodford’s Patient Capital, which showed how hard it is for even hitherto masters of the universe to pick winners among private companies" Yup. #JeremyHunt #MansionHouse #Woodford ow.ly/cApY50P8gNg