We are one of only a small number of investment firms in the United Kingdom which have been approved to work with Dimensional Fund Advisers, who assist investors to target more closely those risk/reward factors believed by many financial economists to explain investment returns. The document on Investment Principles explains more.

The typical costs of investment in the UK have been estimated* to be around 3.5% pa.  Taking our fee into account, we generally find it is possible to reduce annual charges by between 30% – 50% for our clients, due to the way investments are chosen and structured.

Investment is not disassociated from the progress of cycles in the economy, characterized by ‘boom’ and ‘bust’. Preferring the principles of the Austrian School of Economics as opposed to those of John Maynard Keynes, we recommend action based on an appreciation of the realistic factors involved in economic activity.

* FSA Occasional Paper No. 6, Elroy Dimson London Business School in correspondence with the Principal