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Edward Sheldon

Based in London, Edward is an investment writer whose clients include a broad range of financial services firms located all over the world. Prior to launching his own investment writing business, Edward spent 15 years working in private wealth management and institutional asset management, both in the UK and in Australia. Edward holds a Commerce degree from the University of Melbourne, as well as the Investment Management Certificate (IMC) and the highly-regarded Chartered Financial Analyst (CFA) qualification.

AJ Bell Review

AJ Bell Youinvest Review: How does it compare to Hargraves Lansdown and Interactive Investor?

AJ Bell is an award-winning, low-cost online investing platform for UK DIY investors. Founded in 1995, AJ Bell has grown to become one of the UK’s leading investment platforms. Today, it has more than 440,000 customers and assets under administration (AUA) of over £150 billion. In this review we: Give our ratings based on their …

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Penfold Pension Review

Penfold Pension Review: How does it compare to traditional pension providers?

Penfold is an online provider of pensions. A digital alternative to traditional pension companies, it enables users to quickly set up a pension, and manage it online or with its app. A relatively new player in the UK pensions space, Penfold was set up in May 2018, and became regulated by the Financial Conduct Authority …

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FSCS

What is the FSCS?

The Financial Services Compensation Scheme (FSCS) is a government-backed compensation scheme that’s designed to protect you from losing money if a regulated financial services firm goes out of business. If an authorised firm goes bust and can’t repay your money, the FSCS will provide compensation up to a certain limit. The aim of the scheme …

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Pensionbee

PensionBee Review: A simple way to consolidate all your old pensions into one

PensionBee lets you combine all your old pensions in one place and invest in pension plans managed by some of the world’s biggest money managers: State Street Global Advisors, HSBC, BlackRock and Legal & GeneralCombine all your old pensions in one place and invest in pension plans managed by some of the world’s biggest money …

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WiseAlpha Review: Buy bonds you can’t afford with fractional bond notes

WiseAlpha is an online investment platform that enables UK investors to invest in fractional corporate bonds. Its aim is to make bonds – which traditionally were only accessible to large institutional investors due to high minimum transaction levels (£100k+) – more accessible to private investors. WiseAlpha Expert Review WiseAlpha was founded in 2014 and received …

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Fund platforms

A closer look at Hargreaves Lansdown’s 5 funds to watch in 2020

Edward Sheldon takes a closer look at Hargreaves Lansdown’s 5 funds to watch in 2020 To help UK investors choose the best funds to invest in, investment provider Hargreaves Lansdown recently released its annual fund research report ‘5 funds to watch in 2020.’ This report highlights five funds across different areas of the market that …

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Best and worst performing funds

Some of the best and worst major funds of 2019 who’s fortunes could change.

While we are well into 2020 now, it’s not too late to look back at 2019 and analyse fund performance. Here, I look at four popular funds that underperformed last year that could potentially generate better returns this year, as well as four funds that outperformed in 2019 that could be due a correction this …

Some of the best and worst major funds of 2019 who’s fortunes could change. Read More »