How I Invest (I'm a financial adviser)
168,778
Published 2021-08-26
There are a million people on YouTube, on Social, even down the pub - wanting to tell you HOW TO INVEST. I’ve been a financial adviser for 20 years - you’d think, therefore, that I should know what I’m doing. So let me tell you how I invest my own money.
0:00 Introduction
1:12 1 - Context
3:10 2 - How I Invest
7:38 3 - Lessons Learned
7:47 -- Lesson 1 - Businesses & Bricks
8:49 -- Lesson 2 - Keeping Costs & Tax Low
9:23 -- Lesson 3 - A Proven Process
10:21 Summary
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All Comments (21)
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Hi Pete, I have about 100k distributed across various investing accounts, with 35% of my capital invested in an ISA and 25% in index funds. In Q4, 2023, I suffered a great deal. I'm just searching for methods to get better in 2024 right now.
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A financial adviser who’s down to earth and who you’d actually want to go for a pint with - top bloke, cheers for the helpful and insightful video.
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As a Chartered Accountant and someone who comes into contact with financial advisors (good and bad) - this guy absolutely gets it, listen to him.
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So refreshing to hear advisors preach simplicity, it’s the same as fitness, keep it simple, keep it consistent and the results will come!
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What a refreshingly informative video. Love how you keep it all so simple.
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YES! Great video Pete, well produced and simple to follow; thanks.
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Exactly what I've been doing for five decades. Thanks Pete. KeepSmiling 😊🌺
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Good stuff. Simple. Authentic. Honest. Really good of you to share so openly. Thanks! M
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Nice to hear financial advice from a relatable person, essentially reinforces my own views. It’s not pretty or glamorous but after 10-20 years you’ll be winning.
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I’m new to this channel, no waffle, straight talking and no hard sell… keep up the great videos
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Great video Pete! Keep up the amazing work.
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Having worked in financial services for a long time, it's great to see someone in the profession give such clear, sensible guidance. Everyone should have access to this sort of information.
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A good CFP brought me over here and seeing you as a certified financial advisor you have a new sub. Great content!
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Yes. Your videos are a great resource to quickly get up to speed on this this stuff. Thank you!
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Thank you for the info and perspective 🙏🏻 I’m really surprised you don’t have more subscribers and views! All in good time ☺️
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Great video Pete. As always really clear & straightforward. Looking forward to watching more new videos.
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Just found your channel, really like your 'easy' style.. You look like a great person to go to for financial advice
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Recently discovered your channel and what a gem your channel is. Thank you!! You have already transformed my financial life in 2 days including helping me clear some of my debt! I hope your channel gets the exposure it deserves!
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Excellent as ever and very open and honest
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Excellent video - honest & useful.
