magazine archive


magazine archive

Case study

From a childhood fascination with the stock market to success investing through trusts

Thursday 22 Feb 2024

Former publishing industry professional John is in his 50s and has been investing for decades, starting at a very early age. John became an investor in his late teens and has started devoting more time to it over the last 20 years. He has always had an interest in markets, even when he was a young...

From stage and screen to stocks and shares – Beth shares how she has started her investment journey

Thursday 25 Jan 2024

Twentysomething Beth started her investment journey during the pandemic after chatting with her dad who is an experienced investor. Prior to that investing was ‘never on her radar’. Beth’s parents opened a Stocks & Shares ISA for her with investment platform AJ Bell and this is how she...

How I invest: Sebastian has a disciplined approach to meeting his goal of early retirement

Thursday 21 Dec 2023

For someone who only started investing around a decade ago, Sebastian has not only built up a considerable ‘pot’ but has also accumulated a wealth of knowledge from his experiences. The project manager now has a clear vision of how to invest to realise his twin aims of being mortgage-...

Are you a private investor with an interesting story to tell?

Thursday 23 Nov 2023

We will pay £50 in vouchers as a thank you to anyone whose story is published in the digital magazine. You choose to spend them with a variety of shops and leisure companies including Marks & Spencer, John Lewis, Odeon, Primark, Wagamama and Pizza Express. We are looking for individuals or...

How to invest: Selling a canal boat to make a financial fresh start

Thursday 02 Nov 2023

A change in personal circumstances following a few years of being down on his luck gave Peter the chance of a fresh start and to consider taking control of his financial future. The sale of a canal boat allowed Peter to settle things with his partner and provide a lump sum to invest. He considered...

How I invest: Enjoying ‘an embarrassment of income’ in retirement

Thursday 12 Oct 2023

Despite having worked in finance since the mid-1980s, Geoff admits he didn’t actually start thinking about investing for his future seriously until the mid-1990s. After returning to the UK following a secondment in Europe, he was surprised to receive a cheque from HMRC for the overpayment of income...

How I invest: recently-retired Nicholas still likes to play the long game

Thursday 14 Sep 2023

After a career spanning more than 30 years in financial services, Nicholas has seen plenty of ups and downs in markets and had his fair share of winners and losers, but he understood early on the importance of staying invested through the cycle rather than trying to time the peaks and troughs. In...

I learned about investing from conversations at the dinner table

Thursday 03 Aug 2023

Twentysomething Dinah has an enthusiastic interest in investing: ‘I began [investing] because I loved it and found it enjoyable. But now I’m investing to get on the property ladder, so that’s my motivation. As much as I can, I want to buy a property in London and my timeframe is approximately 10...

How I invest: in my thirties and looking for undervalued growth opportunities

Thursday 29 Jun 2023

Our investor this week is Andy, who is in his early thirties and has been investing since he left university around a decade ago. A history graduate, Andy puts his initial interest in finance and markets down to his father who is an accountant. ‘I can’t remember exactly what the trigger was,’ says...

How I invest: frustrated by paltry interest rates Anne-Marie decided to turn to the markets

Thursday 08 Jun 2023

Mother-of-four Anne-Marie got into investing just before the start of the pandemic after becoming very frustrated and angry at the paltry rates of interest she was receiving from her bank. The civil servant had moved house which gave her some extra cash to invest. Scouring around for something...

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