Who we help
Investing for lawyers, barristers and accountants
Lawyers and accountants spend their days scrutinising risk for other people. Their own portfolios rarely get the same rigour.
The challenges
- Partner drawings, bonuses or fee income that arrive unevenly.
- Capital and future income already concentrated in one firm and one sector.
- Billable-hour pressure leaves no time to research.
- Knowing enough about finance to be dangerous, but not enough to have a tested method.
How a disciplined process helps
Account for concentration you already have
If your career, partnership capital and pension all depend on one firm or one industry, your investments should not add to that risk. Diversifying across sectors and countries reduces how much a single downturn can hurt you.
This is a question of process, not prediction.
Invest windfalls with rules, not timing
Bonuses and profit distributions tempt people to time the market. Decide in advance whether you will invest lump sums at once or in stages, and stick to it.
Our lump sum page explains the trade-offs.
Audit your own portfolio
Apply the same checks you would apply to a client file: what do you own, what does it cost, and is it performing against a fair benchmark after charges? Our free tools and guides make that audit quick.
Many professionals find layers of overlapping funds and charges they did not know about.
Where to start
- Guide: What you really payEvery layer of charges explained, and how much they cost over time.
- Guide: What works in investingThe research behind a factor-based, rules-driven approach.
- Free portfolio reviewSend your holdings for an educational review of what you own and what it costs.
- Sharpe vs Sortino vs CalmarWhich risk measure to use.
Questions people ask
Can you help with partnership or tax planning?
No. We focus on investing education. For tax and partnership questions, speak to a qualified adviser.
How is this different from using a wealth manager?
A wealth manager makes decisions for you. Our programme teaches you a process so you can make and check decisions yourself, or hold an adviser to account.
What if I only have time once a month?
A monthly review rhythm works for many busy professionals, as long as the rules are written down.
Important: this page is education and information only. It is not financial advice or a personal recommendation, and it does not take your circumstances into account. The value of investments and pensions can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable indicator of future results. If you are unsure what is right for you, speak to a regulated financial adviser.