A blog for advisers only: Neil’s story

Posted by Stephen Sutherland on Wed, Jul 22, 2015 @ 01:30 PM

After a 20-year journey through financial services that began with restricted insurance companies and progressed through restrictive networks, I took the decision to become fully independent and directly authorised in January 2013.

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Tags: ISACO Alpha

Which of our ISA and SIPP funds are in the money flow?

Posted by Stephen Sutherland on Wed, Jul 15, 2015 @ 01:30 PM

Each month we like to make sure that the funds we own are acting right. We have an active investment strategy which aims to control risk and deliver superior performance.

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Tags: Investment strategy, Investment news

Attention ISA and SIPP Investors: Will the bull market continue?

Posted by Stephen Sutherland on Tue, Jul 07, 2015 @ 01:30 PM

Quarter 2 is over and we are delighted to report that we continue to outperform our benchmark. Year to date we have made a return of 7.4%1 compared to the FTSE 100’s 2.9%1.

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Tags: Investment strategy, Investment news