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16th May 2024 - Tracey Payne

The Investment Committee – paddling hard beneath the surface

Meeting your financial goals, so you and your loved ones are free to live the lives you aspire to, requires high quality, ongoing financial planning and the construction and maintenance of a robust well-diversified, long-term investment strategy. It is the firm’s Investment Committee that is responsible for the ongoing governance of the latter. In most walks of life when you…

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14th May 2024 - Tracey Payne

Herbert Scott is proud to support East Sussex Community Choir’s latest performance – Haydn – The Creation (with orchestra)

  Herbert Scott is proud to be supporting the East Sussex Community Choir’s latest performance, titled Haydn – The Creation. The event will take place at Lewes Town Hall on Saturday 29th June 2024 from 7.30pm and we have negotiated reduced-priced, £10, tickets for our clients. If you would like to purchase these, please contact the Herbert Scott office on…

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22nd March 2024 - Jennie Snooks

The tax year end is in sight

Every year the Herbert Scott team returns from our Christmas break knowing full well the next three months will be super busy.  It can feel a little like a runner, preparing for a marathon. We need to start the New Year in peak condition, knowing that by the time we reach the last mile (for us the first week of…

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16th February 2024 - Tracey Payne

Pursuing a Better Investment Experience – Herbert Scott hosts its first annual investment event

What better way to spend a rainy afternoon in February than in the company of Dimensional Fund Advisers, engaging in a journey through Herbert Scott’s investment philosophy. Whilst we realised this wasn’t going to be everyone’s cup of tea, we wanted to establish an annual event for clients who would like a deeper understanding of how we manage their money,…

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5th December 2023 - Sean Banks

Herbert Scott hosts its first ever client event

If you were a fly on the wall at Herbert Scott HQ, you would witness a financial planning firm buzzing with ideas on ways we can improve our services and add more value for our clients. The customer experience is central to everything we do. As a client of ours, you may already have a strong appreciation for who we…

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4th May 2023 - Tracey Payne

Don’t just take our word for it!

We fundamentally believe that a systematic approach to investing provides the best chance of experiencing a successful investing journey. Sticking to some key guiding principles – which are grounded in evidence and logic – gives investors a solid foundation on which to build a sensible investment solution. This short note provides an insight into five of our favourite insights from…

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17th April 2023 - Tracey Payne

FAKE NEWS!! Active outperforms passive!!

Unfortunately, we now live in a world of fake news and ‘alternative facts’[1] where parties shamelessly push their own agenda at the cost of salient facts.  In order to be heard in the noise of social media, research headlines need to be bigger and more eye-catching.  For those investing using an evidence-based approach that means it is important…

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12th April 2023 - Tracey Payne

Anchors Aweigh

By and large, behavioral science suggests that human beings make lousy investors. Whilst we are excellent problem solvers, we suffer from a whole host of well-documented biases that, on average, erode the investment returns on offer from markets [1]. Being aware of our biases is a useful exercise if we are to limit the impact that…

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16th March 2023 - Tracey Payne

Lessons from Silicon Valley Bank’s demise

The spectacular work ‘Another Place’ by the British sculptor Antony Gormley[1], of one hundred naked men scattered along 1.5 miles of Crosby Beach in Liverpool, provides a useful twice-daily reminder about hidden risks in the financial world.  As Warren Buffet once said about easy money and favourable markets hiding risks: ‘You only find out who is swimming…

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1st February 2023 - Tracey Payne

The error of reacting to market falls

Being an investor is never easy because, as humans, we tend to live in the moment responding to our emotions, the environment around us and the circumstances we find ourselves in.  From an evolutionary standpoint that has served us well as a species helping us to survive. But as investors, we need to remain focused on the long-term goals that…

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