Invest In The Best®: Perfect Planning
Invest In The Best®: Perfect Planning
Why You Need An Investment Policy Statement & How You Can Write One
Investment Policy Statements are an important tool used by the world’s wealthiest individuals, families and institutions to help them manage their finances.
Seven Eight Investing introduces the same tools to regular investors to help them plan intelligently for their future.
Equivalent to 10 hours of professional investment advice worth many £££s.
Save Time. Make Money.
Seven Eight Investing
Think of Seven Eight Investing like a Personal Trainer but for your investments - we give you the confidence to invest in your future.
It has never been more important to take control of your finances but too many people don't know where to begin.
Our Invest In The Best® series has been created to help you become successful in the investment world.
Curated. Concise. Constructive.
Our guides will help you:
- Learn from Investing Legends and top Fund Managers
- Create an Investment Plan - once the preserve of private banks and the world's richest
- Understand why Brands can make outstanding investments
- Apply the secrets that have made Family Fortunes
Achieving success isn't about Complexity. It's about Clarity.
Seven Eight Investing is a seasoned finance professional with extensive experience in the investment management industry.
As a CFA Charterholder, the profession's 'gold standard', Seven Eight Investing brings an exceptional level of proficiency to the field of investing.
Value for Money
“Price is what you pay. Value is what you get.” - Warren Buffett.
Seven Eight Investing is committed to making wealth generation an attainable goal for all, not just the privileged few.
- Almost 24m people have a workplace pension in the UK with over £105 billion of assets. Source: The Pension Regulator
- Less than 10 percent had taken financial advice over the past year (2022). Source: Financial Times
- However, receiving professional financial boosted wealth by almost £48,000. Source: The Value of Financial Advice.
- Independent Financial Advisors cost an average £150 per hour in the UK. Source: MoneyHelper
- The average UK pension pot is worth £37,600. Source: Office for National Statistics
- 1 in 5 of advisors will only accept new clients with more than £200,000 to invest.
- Only 1 in 3 advisors will accept new clients with less than £50,000 in financial assets. Source: Schroders Adviser Survey 2022
Seven Eight Investing offers Wall Street acumen to every doorstep, democratising access to financial expertise via affordable products.
For institutions, high-net-worth individuals and family offices, developing an investment policy statement that reflects their goals and objectives is increasingly important for long-term investing success. Seven Eight Investing introduces the same tools to regular investors to help them plan intelligently for their future. Curated by a professional investor and CFA Charterholder. The guide makes proven strategies accessible to the regular investor.