Overview

Do you seek financial security and freedom from worrying about money? In an uncertain and increasingly complex world, you would be forgiven for being as worried about your finances as your health. With a bewildering amount of financial jargon, an overwhelming number of investment choices, and often conflicting advice, it is no wonder you may be left grappling with uncertainty and confusion about making sound financial plans and rational investment decisions. With over 30 years of experience as a financial advisor and mentor, Michael Aitken has long been an expert guiding light for people just like you. In this book, he unveils the four fundamental pillars of financial wellbeing and leads you on a clear path toward a life where financial worries are a thing of the past. The Levelheaded Investor equips you with the tools, mindsets and knowledge you need to create the future you want, supported by a realistic and actionable financial plan. Within these pages you’ll learn how to: Master building a smart investment portfolio that’s right for you. Navigate a path to security that avoids the traps that snare other investors. Stay calm and confident when the stock markets get rough. Find and collaborate effectively with a trusted financial advisor. Say goodbye to your money worries and become a savvy, levelheaded investor. With this book as your trusted guide, you’ll feel empowered and motivated to take your first steps towards financial security and a life of wellbeing and fulfilment for you and your family.

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9781915483331

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Reviews

"My family had the privilege of working with Michael on wealth succession planning. In his book, Michael skilfully captures the fundamental principles and core insights to equip the next generation with the conversations, knowledge and values necessary to have a good relationship with money and help with the transition of family wealth. Lionel Sauvage, philanthropist, vice chairman of Abraham Path Initiative and board member of the Society of Friends of the Louvre This book speaks from Michael’s lived experience of advising over the years. It inspires by blending wellbeing and life coaching aspects with sound financial metrics. It reminded me that the starting point should be the ‘Why?’ and that financial outcomes should be subservient to that, not the other way round. It also encouraged a deeper exploration of how the lessons learnt from it could be applied to my own professional client work.  Andrew Playle, head of private wealth, Mills & Reeve LLP I have known Michael Aitken and invested my savings with him for over 20 years. His description of the role of a financial advisor is wise and to the point, describing what to look out for and what to avoid. Better than that, I can testify from long personal experience that he practises what he writes up as best practice. Perhaps, for me, the most useful parts of his book are his chapters on allocation and diversification. They have that rare quality in financial advice of being clear, sensible and well argued. The book is easy to read, full of very practical advice, backed up with real life examples as well as empirical evidence from academic and practitioner research.  Lord Carrington of Fulham Anyone seeking to make sense of their financial life based on decades of in-the-trenches wisdom is going to benefit from The Levelheaded Investor. Based on his deep experience as an advisor, Michael Aitken shares a sound framework for thinking through what we want, how we best achieve it and how we evade the most difficult barriers to financial wellbeing.  Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth Michael Aitken has a deep understanding of finance and wealth management, but here he takes a complex subject and makes it accessible. His experience and capability are clear to see, as is his passion for improving the lives of others. British investors should celebrate the arrival of this book, not just as a good read, but as a practical step-by-step guide to a more prosperous and fulfilling life. Generations of investors will thank him for this work!   David Andrew, founder and CEO, Capital Partners Private Wealth Advisers and author of Wealth with Purpose Michael has written a compelling guide to investing for success. One size does not fit all. His book will guide you to what’s best for who you are and want to become and how to get there with simple and clear guidelines. Early thoughts on strategies for investing and spending are key. Then avoid overthinking or over preparing: Michael can also help with the reset when the unexpected happens, good and bad. Above all, to become a levelheaded investor and spender you must develop and stay true to the right mindset. It’s here that Michael’s advice on how to think and the pitfalls to avoid is invaluable so you live and love the life he helps you choose.  Sir Andrew Mackenzie Although most of us dream about a financially secure, purposeful and enjoyable future, the challenges of trying to work out how we can get there - and what we need to do along the way - means that it often gets put on the ‘too difficult, I’ll do it later’ pile.  With his vast experience in helping people to make their dreams a reality, Mike has written a magnificent book that leads you through the steps you need to take to get there, providing a clear, insightful and pragmatic framework to follow.  This book may well be the difference between the life you want to lead and one that you don’t. Read it, engage with it and benefit from it. Tim Hale, author of Smarter Investing and founder of Albion Strategic Consulting. “How refreshing to read a finance book that so carefully considers the emotional element that underlies our financial behaviour and choices. In a world where we are bombarded by (at times contradictory) investment advice, this book is grounding. It offers an approach that is clear, well-structured with advice that is evidence-based and explained in a way that even an inexperienced investor can understand. But most importantly, it starts with the bigger picture: helping us articulate our wider dreams, hopes and aspirations so that we can then, from there, think of money as an enabler. This isn’t just a book for investors. It’s for advisors too, as Mike emphasises an aspect of the work that is all too often neglected: the emotional side. Clients need advisors who really understand where they are trying to get to (and not just financially) so they can best advise them. And they need advisors who they can trust because a good working alliance facilitates a helpful collaboration, one in which clients share their concerns and can be told when they are about to make a mistake.” Vicky Reynal  - Financial Psychotherapist and author of Money on your Mind The investor Warren Buffett has famously quipped that investing is ""simple, but not easy"". Like dieting, we know what we need to do but sticking to it is fiendishly difficult. Luckily, Michael Aitken's book is a practical, accessible, crisp and, yes, level-headed guide to what you need to know, do and avoid to secure the greatest odds of long term financial success. Distilling over three decades of coalface experience as a financial advisor into one book is a hard task, but with The Levelheaded Investor, Michael has made what is an off-putting subject to many both simple and easy. Robin Wigglesworth, financial journalist and author of Trillions."

Author Information

Michael Aitken is founder and chairman of Magus Wealth, a CEFEX Certified and chartered financial advisory firm founded in 1998. He holds the fundamental belief that values-based wealth management can have a significant impact upon the quality of people’s lives where money is the enabler towards a fulfilling and purposeful life. This belief sits at the core of how Magus approach advising their clients. He has considerable experience working with multi-jurisdictional ultra net worth families. He loves helping them and especially working with the rising generation to transition family wealth across multiple generations. As Magus continues to grow, he is passionate about passing on his wealth of experience to the next generation of financial advisors in the ways described in this book. He believes that everyone has the right to good financial advice and to have greater autonomy in their lives through the wise and some may say levelheaded approach to money. He lives in West Sussex with his wife Candie and their four children, is a CrossFit disciple, loves long country walks with his dogs and is a frustrated saxophone player who recognises he started learning 30 years too late.

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