BROWNING
FINANCIAL PLANNING
Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24
News, Resources, Insight and Opinion from Browning Financial Planning

KISS

Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24

KISS stands for "Keep it short and simple".

People can get very confused about long-term investing and it is no wonder as the investment industry does its best to overcomplicate matters.

We believe in keeping things simple.

So for your medium to long-term investments you should have one or more of the 3 following pots:

1. Free money growth pot.

2. Tax-free growth pot.

3. Growth pot.

We have 3 portfolios on offer and they are available through all 3 of the pots mentioned.

We offer these solutions through Fundment, a very low cost investment platform, whose charges are a maximum of 0.2% per annum. You can access your portfolio information 24/7.

We like this simplicity and hope you do too.

More News, Insight & Opinion
Pirates in Pinstripes

The large advice companies and banks market themselves as High Net Worth advisers. They overcomplicate matters and persuade those with larger portfolios that they need "bespoke advice". Why? Continue

Recognising Poor Financial Habits

If you recognise any of the following traits in yourself, please try to change them: Continue

Flexible ISAs

It is commonplace to search on the internet for the best Cash ISA available. You could be looking for instant access, a fixed term or something else. But providers do not make it very clear whether their product is flexible or not. Continue

Weapons of Mass Financial Destruction

The biggest risk to a client portfolio is running out of money in retirement. Continue

Lifestyle Funds and Target Funds - They need a health warning!

We are often asked to look at a client's company pension arrangements, as these will often be a major bedrock of their retirement plan. Continue

The 60:40 Portfolio - A recipe for disaster

For decades, both advisers and investors have regarded the default portfolio for a balanced investor to be a 60:40 portfolio. Continue