Our service costs £45 per month, paid by standing order. To apply for your account please complete the box below to send us your email address. A member of our team will write back with the relevant confirmations within a single business day. Provided we have your swift response you can expect your account to be fully functional within two business days.
If the standing order has not arrived within three months, we will quietly close the account. No chasing, no pressure. We trust you to set it up as soon as you can securely log on to your bank online.
If you're thinking about becoming a Member, please read below
Successful long term investors like Warren Buffett tend to agree that success in investing comes from discipline and hard work, not luck. Our subscription service helps you create your own routines and discipline so that your hard work pays off. How do we do it?
The Expertise: Based on our experience we have constructed a Library of articles which we hope will aid you. Each article is an encapsulated, bite-sized application of knowledge. This can be with regard to tax rules, a portfolio design and structure, or the timleliness or longevity of investment tactics. Some articles may be just insightful, others directly practical. These articles help you build autonomy and confidence in your own decisions. We will continue adding to the Library on a wide range if topics - strategies, tactics, and implementations alike.
Income and Spend Model: This modelling tool helps you establish when should you retire, or if you will have sufficient income in your years of independence. It can help you establish the right withdrawal limit from your assets so that you have enough for long term care and to maintain your lilfestyle. You may be asking yourself what transfers you can make to the next generations and when would the timing be right. The tool is currently not available online, so please request a meeting. But we will make it available online before the end of 2026.
Insight Column: Our extensive market research is summarised with application to today's markets. We analyse long term economic reports from the World Bank, OECD, UN and IMF, earnings reports from companies, changes in tax, and changes in the dealing arrangement in broker accounts.
The Big Watchlist: In the large broker houses there are teams of people to search through the thousands of securities quoted on today's markets, in order to give their in house asset managers a shortlist of choices. We have done this work for you, and present here our complete list of all the securities we think may become priced in the right buying range at some point, and in the meantime, we keep reviewing their earnings and results.
Find Buys: We maintain a much shorter list of securities from The Watchlist that are now trading at a price which is in the buying range that you might consider to represent value, and which continue to meet our long‑term structural criteria. This is not advice — it is a curated universe from which you can choose, depending on your own plan and asset allocation. We update the Watchlist at least once a month.
Asset Allocation: This is one of the tools we are planning to make available by March 2027. The tool will provide your most efficient asset allocation after entering your risk rating.
Portfolio Review: If you want to track your historic performance, we can prepare your performance review report. Our past performance reports have been clear, direct, straightforward and easy to understand. This includes a personal meeting with one of our Directors, a critical review of your broker, and an assessment of whether your own benchmarks are being met. This optional anuual service costs £250 per month.