What is your defined investment objective? Is it like, “I want to grow £150,000 into £300,000 plus inflation over the next 10 years”, or are you happy with “I want a good return”?
Tag Archives | Growth
A commentator recently suggested that the concept of ‘buyer beware’ under which the risk of a purchase is borne by the buyer and not the seller should be suspended for financial services because of the seemingly infinite complications of financial products and services.
That is the right question with the wrong attitude. We are studying the successful managers of yesteryear, with a glance at their modern counterparts.
Successful Investors – What do they look like?
These are investors who take a long-term view. One of Warren Buffett’s noted quotations is: “Only buy something that you’d be perfectly happy to hold if the market shut down for ten years”. Contrast that with the investment advisers and private investors who sold property and equity funds immediately following the Brexit vote.
The personal financial pages have recently contained more warnings than usual of a stock market bubble and the crash that will follow its bursting. The concerns were not restricted to the London stock market but were worldwide. The London Stock Exchange (LSE) is no longer suffering from a Brexit headache. Project Fear has been shown to be an illusion and we do not yet know what will follow Article 50.
Not many weeks pass without a ‘financial expert’ telling us we will run out of money before we die. Is it really reasonable to imply that the rest of us have just mush between our ears? I am certain that few people plan to run out of money before they die but, planning can go […]
Property is always on the wish list of private investors who have a perception of lower risk with better returns, although the facts show that the long-term returns of property and the stock exchange are broadly similar, with reliable income. The website This is Money reported in 2015 that over the 30 years from 1985 equities had given a capital return of 433% and commercial property had given a capital return of 402%.
Many investors, many theories – every year some of them are reviewed in The Stock Market Almanac which Stephen Eckett publishes. Will the wheel stop at zero every time? Probably not. And in a similar manner not every investment will be a winner. Envy the secretary whose boss, as a joke, gave her a £10 […]
On a Crash Course
Financial crashes are more frequent than a once-in-a lifetime event. A bursting bubble is the expected outcome from a boom rising from a ‘new idea’. An early example was the Netherlands’ tulip mania of the 1600s.
On 23 June 2016 UK voters will respond to a referendum with a simple ‘Yes’ or ‘No’ vote in order to answer the question “Should the United Kingdom remain a member of the European Union?”. Advocates of both camps argue that the future of the country can only be secured by voting for their proposition. […]
The Barclays Equity Gilt Study gives a clear picture of the returns from the UK market over the past 114 years. It is the UK’s foremost source of data and analysis on long-term asset returns with data going back to 1899. The study has been published every year since 1956 and, it is claimed, shows […]
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I met with Raymond James last week and was very impressed with his advice, manner and easy to talk to approach. I felt at ease and able to ask any question (without feeling foolish) and felt his sound approach to finance and the useful tools he gave me in order to help me make decisions were very helpful. I would recommend people visit him for financial advice
As long standing clients of the Hitchin Office, we have received professional advice and attention at regular reviews of our portfolio. Including British, European and global trends. Advisers and staff are always attentive to our personal wishes and are all knowledgeable, available and helpful. Full marks!
Raymond James have been looking after my investments for a few years. I have always found them approachable, friendly and patient. I genuinely feel they always have my best interests at heart.
Raymond James has been handling my pension investments for two years since I contracted out of and consolidated various company schemes I had. Their service is excellent, they truly understand the market and my investments have been extremely well managed. I am confident of a happy retirement!
I recommended Susie to a friend who had inherited some money. She was really impressed with Susie's knowledge and the detailed explanations she received about possible investments. She was relieved to find someone she could trust to manage her money and continues to be very happy with the service she is receiving from Raymond James Investment Services.
I have used Raymond James Investment Services for more than 10 years and have always found Robert and Susie Bewell to be extremely sound and trustworthy. I would certainly recommend Raymond James to others seeking investment and financial advice.
Raymond James are people you can trust your money with - unusual these days I know. Both Susie and Robert have a huge amount of experience and having known them both for a number of years now feel confident in recommending them to anyone who wants to get more from their investments - really nice people too.Gina W February 2010
Raymond James offer excellent, thorough and highly professional service with a personal touch.
I just wanted to say a big thank you. You have given us very valuable advice on what to do with our investment money and made things easy and simple to understand. We would not hesitate to recommend you to any of our friends, family and clients who are looking for good honest advice.
I have trusted my hard earned cash to Susie and Robert Bewell for several years. They have kept me informed all the time and increased it way above what I would have got in the bank. Recommend!
I've known Robert and Susie for several years now. They are professional, friendly and expert in what they do. Their attention to detail and customer care is second to none and they care as much about small investments as large ones. They gave me great advice about making an investment for my godson, so I'm sure when he reaches 18 he will be very happy I talked to Raymond James Investment Services. They really are 'a safe pair of hands in a volatile world'
l'd recommend your services to anyone who wants a good return on their money, but doesn't really want the hassle of being a part time stock broker. Thank you so much!
Excellent service at Raymond James in Hitchin and very friendly and helpful staff too.
I would like to thank Susie and the team at Raymond James for taking the stress and worry from making money. If only I had known them sooner. For over six years I have invested our money with Raymond James and through many ups and downs it still grows and grows and we know that our money is in safe hands.
Keith and I went to see Susie at Raymond James Investment Services as we had some money that had been left to our children. We had put the money in a children’s bond for 5 years and then the market flopped and we made no money on it! Susie was able to give us some ideas on how we might best invest the money so the children can (hopefully) have something when they are older! It was great to be able to speak to someone 'normal'! No jargon, easily understandable and no hassle whatsoever! We are now looking at taking out our premium bonds which we get no return on and investing them through Raymond James. Great service!Keith and Louise Y February 2010
Not only do Raymond James Hitchin provide you with regular investment information and economic updates, clients have regular meetings with the partners who are making the investment decisions.
Personal service, professional and friendly. Made to feel that my small pot of money really matters.
Having been clients of Robert and Susie Bewell for approximately 20 years we are very satisfied with their advice and the service provided. The 6 monthly review meetings give us the opportunity to discuss the way forward with them.
Robert and Susie and their team have managed my affairs over the past 15 years and I am very happy with the professional and friendly service they offer. They know their clients personally by name and I like the fact that I do not have to go through the procedure of quoting an account number before anyone will speak to me.
The people who work there are lovely. Their knowledge, efficiency and consideration make them great people to deal with. Thank you to all involved