A Simple Guide to Investing

Whether you are new to the world of investing or are looking to review your existing investment strategy, an introduction to the basic concepts of investing by Vanguard will help you get to grips with key investment topics and themes, and guide you through the process of using your hard-earned money to make more money.

In particular, it will step you through the following basics:

• Getting ready to invest – including goal setting and understanding risk.
• The importance of asset allocation and the different asset classes.
• The different types of investment management.
• Looking after your investments over time.

To learn more about investing, please read this Investment Fundamentals Guide.

Please note that these guides are produced for educational purposes and should not be regarded as a substitute for investment advice.

I moved from a larger firm to Cockburn Lucas; a smaller and more personal firm. I welcome my annual meetings with Alistair Fraser and feel able to phone him for advice whenever I feel the need to do so. After over a year I feel very positive about both the ethical stance of Cockburn Lucas and their financial results.

- John C, Private Client