by Piers Mitchell | Aug 4, 2026 | Plan Well, Tips & Advice
A platform is the administrative system through which pensions, ISAs, general investment accounts and portfolios are typically managed. It records holdings, processes trades, collects charges, receives income, produces statements, and lets advisers and clients see...
by Piers Mitchell | Feb 5, 2026 | Plan Well, Tips & Advice
This matters because the sequence of returns can be just as important as the returns themselves. A period of poor performance early in an investment journey can feel alarming, even if long-term outcomes remain perfectly viable. Conversely, strong early gains can...
by Piers Mitchell | Jan 2, 2026 | Plan Well, Tips & Advice
January has a long-standing reputation in the investment world. Commentators dust off their crystal balls, strategists publish their annual forecasts, and headlines confidently declare what markets will do over the next 12 months. All of this usually lands just as...
by Piers Mitchell | Oct 29, 2025 | Live Happy, Plan Well, Tips & Advice
So how do we decide where to invest your money? And why are we cautious about the “obvious” winners of the AI revolution? Let’s take you behind the scenes. Step 1: Philosophy First We begin with a core truth: investing is not about getting rich...
by Piers Mitchell | Aug 5, 2025 | Plan Well, Tips & Advice
If you’ve ever looked at your investment portfolio and wondered, “How on earth did these funds get here?”, rest assured—it’s not random, and it’s definitely not guesswork. At GSI Wealth Management and Mitchell & Mitchell Asset Management, our clients’ portfolios...
