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Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.

Vanguard LifeStrategy Quarterly Newsletter

This quarterly newsletter is designed to give Vanguard LifeStrategy investors an insight into how the funds are constructed, how they’re performing and what’s been happening in the global economy and world markets. Please click the above picture to read Vanguard’s LifeStrategy Quarterly Newsletter.

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The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them. The truth is that no-one knows what will happen next in investment markets. And if anyone […]

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Living on the Edge

Digital innovation has democratised access to financial information to the point where anyone with a smartphone, a few apps and real-time news and data feeds can be like a pro trader. But who wants to do that? And do you need to? In the world of information flows, speed is barely an issue anymore. And […]

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Weather vs. Climate

Many investors feel that they are not properly informed about the financial world unless they have checked daily, or even hourly, on how the Dow, FTSE, or Nikkei have moved in the intervening period. In most cases, it’s a pretty harmless activity. It at least provides a bland conversation starter in fleeting social encounters, just […]

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