A golden investment opportunity for ISA & SIPP investors

Posted by Stephen Sutherland on Wed, Dec 30, 2015 @ 06:30 PM

In this series of posts we're sharing an investment opportunity that could boost your ISA and/or SIPP portfolio over the coming years.

Read More

Tags: Investment opportunities, Investment strategy

New Book: How to Make Money in ISAs and SIPPs

Posted by Stephen Sutherland on Wed, Dec 23, 2015 @ 06:30 PM

"This book could be the best investment you've ever made."

I’m proud to say that these were the words Lawrence Gosling, Founding Editor of Investment Week used to describe my brother Stephen’s latest book, How to Make Money in ISAs and SIPPs.

Read More

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

Posted by Stephen Sutherland on Wed, Dec 16, 2015 @ 06:30 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. We invest in a number of actively managed funds to form a complete investment portfolio and select what we believe to be the best funds in each asset class. We monitor all the investments selected, replacing under-performers and continuously rebalance the portfolios with the aim of maximising growth potential and managing risk.

Read More

Tags: Investment strategy, Investment news

For ISA and SIPP investors: Where will the stockmarket head next?

Posted by Stephen Sutherland on Tue, Dec 08, 2015 @ 06:30 PM

November’s market behaviour was constructive, as was our investments. We are also pleased that our portfolio remains ahead of our FTSE 100 benchmark, by a fairly respectable 5.7%1.

Read More

Tags: Investment strategy, Investment news

A blog for advisers only: Neil’s story

Posted by Stephen Sutherland on Wed, Dec 02, 2015 @ 06:30 PM

We first ran this article July 22nd 2015 and because it proved so popular amongst the adviser community, we thought it would be a good idea to run it again. Enjoy!

Read More