Alpesh B Patel OBE®
Free investing education: how to build and manage your own portfolio with a clear process.
Official page · alpeshpatel.com
Alpesh Patel OBE is Founding Principal of Rootbridge Capital Limited, which is authorised and regulated by the Financial Conduct Authority, firm reference number 196460. This page gathers his free investing education in one place: calculators, articles, written guides and downloads. Everything here is education only, not personal financial advice.
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Guides from alpeshpatel.com
The guides are where the detail sits, written in plain English. They cover what DIY investing actually demands of you in time and temperament, how to decide whether paying for an adviser makes sense for your circumstances, why investing is not the same as picking stocks, what the academic evidence says about which approaches hold up over time, and what pension and adviser charges really cost year after year. Read them before you act: they are written for people managing their own money, and nothing on this page is a recommendation to buy or sell any investment.
- DIY investing: what it really takesThe time, temperament and record-keeping that managing your own portfolio actually asks of you.
- Do you need a financial adviser?How to judge whether paying for advice makes sense for your circumstances.
- Investing isn't stock pickingWhy a repeatable process matters more than trying to pick winners.
- What works in investing: the researchWhat the academic evidence says about which approaches hold up over time.
- What your pension and adviser really costHow charges add up year after year, and how to work out what you are paying.