INVESTMENT ADVICE*

Preparation is everything.  Keep to a long-term strategy and ignore the noise.

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A WELL CONSIDERED INVESTMENT PLAN BRINGS THE BEST RESULTS

We can help you create an informed investment plan. Your goals and timeframe will be clearly laid out and your portfolio designed accordingly.

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COMPREHENSIVE OVERVIEW

We guide you through the the investment universe and show you the opportunities and drawbacks of various global markets. We also help you recognise and avoid common behavioural mistakes that even experienced investors make.**

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EVALUATING DIFFERENT STYLES AND STRATEGIES

We explain different investment options from the traditional to alternative investments, smart beta, active management versus passive funds, sustainable investing and the rise of ETFs (exchange traded funds).

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IT’S ALL ABOUT THE LONG TERM

Lessons from history matter. Your investment plan helps you ignore short-term volatility in the markets and focus on the greater end goal. Having a plan increases your chances of a long-term success.

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*Our services fall within the MiFID II (ESMA/EU) and the FCA’s (UK) definition of generic investment advice and guidance. Revisited Limited does not offer regulated advice as we will not be recommending a specific investment / financial instrument or selling for, promoting or intermediating with financial products providers. The use of the term “advice” by Revisited Limited always implies generic advice / guidance in the context of regulated activities.

**Behavioural finance recognises biases that impact investors’ behaviour and returns. Examples include overconfidence, hindsight bias, loss aversion, home bias and herding.