Investment Planning & Advice

Qualitative vs Quantitative: An exact science or a matter of opinion?

Traditionally,fund managers have used a qualitative investment process,drawing predictions from their direct experience investing in markets.This results in inherent bias in their investment style.Outcomes are influenced by the inevitable pitfalls of this subjective investment process rather than a scientific and objective evaluation of data.

The results from qualitative managers can be impressive but the probability of anyone predicting a particular manager’s success,from the hundreds of available qualitative managers, appears to be no better than chance.

Quantitative investing is based on the theory that mathematical relationships exist between economic data such as interest rates,GDP and inflation, along with assets such as stocks, bonds,commodities and property.

Quantitative fund managers identify these relationships using sophisticated mathematical models called algorithms and develop investment strategies that have a higher probability of success.Algorithms are not new technology but what is new is the possibility of taking advantage of their predictive capability within the investment world for the retail investor.

Sensible investment planning is based on understanding your investment aims, as well as your time horizon.When considering an investment strategy,this will take into account your objectives and attitude to risk.Advanced Asset Consultants will help you determine an investment plan appropriate for your needs.

Financial Guides

January/February 2018 Magazine

January/February 2018 Magazine

ISA Returns of the Year: Taking control over where your money is invested tax-efficiently



A Guide to Estate Preservation

A Guide to Estate Preservation

Passing on your wealth in the most tax-efficient way.


News + Media

Die poor or Plan ahead ?

Sunday July 16, 2017

Most people are quite surprised to discover just how much they are worth. How often have you heard someone say, “I’m worth more dead than alive”? Britons will pay almost £2 billion more in inheritance tax over the next five years than previously thought, official estimates have revealed. It will rise from an estimated £4.7 …


Further reduction in Lifetime Allowance or Annual Allowance on the cards?

Monday July 10, 2017

      I wrote in March 2016 the then chancellor George Osborne may consider further reduction in the lifetime allowance (LTA) however he decided to leave this at the current level of £1m, for the time being, growing numbers of worker’s risk tax shocks because they are unknowingly on course to exceed this limit. …


Can you read the future?

Saturday July 01, 2017

Investing is about the long game however are people getting nervous as stock markets in the US and UK bump around their all-time highs. Newspaper reports are beginning to speculate that a correction may be around the corner. The biggest danger isn’t the correction or a bear market, its being out of the market on …


Tapering of annual allowance for high incomes – adjusted and threshold incomes

Wednesday May 31, 2017

This measure restricts pension tax relief by introducing a tapered reduction in the amount of the annual allowance for individuals with an adjusted income of over £150,000 and a threshold income over £110,000. Key facts The annual allowance will be reduced for individuals who have ‘adjusted income’ over £150,000 a year. The reduction in the …



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