based investments

Efficient market hypothesis gives us a basis to access the reliable returns of equity and bond markets with low cost and low concentration of risk. In addition to that we can access further dimensions of including company size, relative stock value and company profitability to deliver above average results for investors.

A simple mix of equity returns and short term bond risk limitation, gives an easily explained and reliable source of returns and we have the records to show how effective our strategies have been for our investors.

Real life examples

  • Mr A, a measured investor, has been invested through an ISA and has received an annualised return of 5%p.a. after all costs and charges.

    Mr A
  • Mr G, an adventurous investor, has had his pension under Wake up your Wealth advice for many years; he has seen an annualised return of 9.2%pa after all costs and charges, and he will soon begin to reduce his investment risk as part of his ongoing retirement plan.

    Mr G
  • Mr & Mrs D, balanced investors who withdraw from a trust that reduces their inheritance tax and supplements their income. Over the last five years they have seen an annualised return of 5.4%pa which has offset the money they withdraw and the leva the investment a little higher in value than it started.

    Mr & Mrs D

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