No hot takes, no clickbait, no upsells. Four essays a quarter from our partners and chartered specialists — drafted slowly, edited carefully, and read by 12,400 thoughtful investors across the United Kingdom.
An overlooked truth about UK investing: the boring index investor who held through Brexit, COVID and the 2022 gilt crisis has outperformed 89% of active managers — and slept better doing it. Here is the data, and what it means for the next forty years.
Long-form thinking, working notes and short briefings — published when there is something worth saying, not on a schedule.
An under-discussed truth about retirement: drawing from the wrong wrapper first can cost a typical client £74,000 in lifetime tax. A clean framework for getting the order right.
Why long-duration UK government bonds may matter more in the next decade than they did in the last twenty years.
Oliver Rowntree · 28 March 2026The window to fill voluntary NI gaps back to 2006 closes soon. Why we’re emailing every client over 45.
Saira Choudhury · 14 March 2026A plain-English guide to discretionary, bare and loan trusts — with three real-client case sketches.
Catherine Whitlock, TEP · 02 March 2026Three honest conversations every couple should have before consolidating finances — from one who’s seen 400 do it well.
Benjamin Dale · 21 February 2026A small operational change that meaningfully reduces ongoing costs for new clients. The full reasoning, in public.
Eleanor Holt · 09 February 2026Why ‘the AI fund’ or ‘the green fund’ is usually marketing dressed as investing — and the rare structural exception.
Anjali Patel, CFA · 28 January 2026Themed collections, hand-picked by our partners. Free, no email required.
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