At Atticus Financial Planning we look to do things differently.

We work in partnership with you...

To put in place a financial plan built around your personal circumstances and aspirations.

Expert advice

Expert advice provided by highly qualified and experienced advisers.

Partnership

We collaborate with you, working at your pace, in line with your needs and priorities, to achieve the best outcome.

Strategic

Providing you with a clear plan to achieve your goals.

Transparent fees

Fair fees, agreed at the outset, based on the complexity of the work and the time required to complete it.

Peace of mind

Take comfort from the certainty and security around your financial planning.

Independent

Complete independence, meaning that we can focus on finding the right solution for you, free from any bias or ties.

You

Are at the centre of everything we do.


Book a free initial consultation, by calling us on 01420 446777, or find a time online today.

 

Friday 3rd September, 2021

Guide to investing – part 2 – What is investment diversification and asset allocation?

One of the most complex areas of investing is investment asset allocation and diversification. So many questions arise around why we do it and how to do it properly. There is a plethora of information on the internet and Youtube to the extent that Ray Dalio, the famous hedge fund manager, even goes so far as to recommend an "all weather" asset allocation for the DIY investor. In part 2 of our guide to investing, I will look to further reduce some of the mystery around investing and portfolio construction by looking at how we utilise different asset classes to build an investment portfolio which is aligned to your own personality and attitude to risk, as well as what you are trying to achieve through investing. At the end of this article, if you still have any questions or would like some advice on building a portfolio that meets your specific needs, then please don't hesitate to give us a call.

Read more

Tuesday 24th August, 2021

Guide to investing: Part 1 - What are the 7 main asset classes?

"What is an investment asset class?" This is one of the many questions I get asked by friends and prospective clients around the basic fundamentals of investing. Many people are keen to invest, but often find themselves adrift in a flood of jargon and concepts that seem to make absolutely no sense. I have therefore put together a two part series of articles that look to explain some of the basic concepts that are crucial to understand, before taking the leap into actually investing your money. In the first part we will look at the building blocks that make up an investment portfolio: the asset classes. We will look at each asset class and discuss what it is and how it works. We will look at the advantages and disadvantages of each and how they can be used to build a well diversified portfolio. In part 2, I will look at asset allocation and diversification and how to build a portfolio that is suitable for you and what you are looking to achieve. I really believe that if more people understood these concepts, there would be far more individuals reaping the potentially life changing benefits of a well structured investment portfolio. More importantly, there would be far fewer new investors being taken in by the dishonest snake-oil salesmen who peddle investment scams around the world. If you are interested in investing, but would still like some help putting together a well balanced portfolio, then please don't hesitate to give us a call.

Read more

If you would like further information, we'd love to chat...