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“Risk comes from not knowing what you are doing” – Warren Buffett

When it comes to investing, we really believe that knowledge is power. By making the decision to start investing, you are setting yourself up with the simplest of tools to ensure your long term financial goals can be met. In this section, we hope to provide essential information to help both those who are new to investing, as well as any well-practiced investors.

The Key Traits of Successful Investors

Successful investors possess certain key traits that set them apart from the rest. Whether they are seasoned professionals or individuals managing their personal portfolios, these traits contribute to their ability to navigate the complex world of investing and achieve long-term financial success. In this article, we will explore the key traits that define successful investors and discuss how you can cultivate these qualities to enhance your own investment journey.

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Thinking about getting into investing? We have highlighted some key information from the Financial Conduct Authority’s (FCA) recent #InvestSmart campaign that aims to equip people with the best possible knowledge to make smart decisions regarding their current and future finances, and ultimately embark on their investing journey with confidence. So, let’s get started!

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A Q&A Session on Overseas Investing

Dan Boardman-Weston, Chief Executive and Chief Investment Officer answers 5 crucial questions on the topic of overseas investing to help you discover more on the subject and decide whether this is the investing path you should take.

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International Women's Day 2022

Today all around the world, people are celebrating all things women – be that their value, achievements, or contributions to society, the home, and the workplace (or all three simultaneously).

International Women’s Day is rightly calling for society to #BreakTheBias and as a wealth management company, we want to play our part and make a fundamental contribution towards this movement.

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Introduction to Investing: Bonds vs Stock Market

In 2022, the majority of us may still be unaware of the concept of investing and the financial benefits it can provide us. Both stocks and bonds are typically the most traded assets, and are available on multiple platforms, via several brokers, investment managers and markets. Those new to investing will no doubt be familiar with the terms Bond market and Stock market, however, might not be able to identify the difference between both when the time comes to start investing their money.

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Perseverance Pays

We regularly speak about the value of investing for the longer term, but the effects of compound interest upon investment returns are often wildly underestimated.

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Dematerialisation of Paper Share Certificates

Millions of people own shares in the form of certificates – paper proof of their ownership of the company they have invested in. Certificates provided comfort because they displayed your name and could be filed away neatly. Estimates suggest that there are around 15 million still held by private shareholders.

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Are Young Investors Taking Unnecessary Risks?

Whilst the younger generation are praised for being more technologically advanced and even, at times, more innovative than their elders in their approach to getting a job done, this mentality can give way to more risk exposure, especially when it comes to investing. That is certainly the case reported by the FCA in their article that highlights that younger investors are “getting involved in higher risk investments, potentially prompted in part by the accessibility offered by new investment apps”.

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