Your wealth securely and intelligently managed and an investment portfolio that’s tailored to meet your needs, values and attitude.

We invest our family savings on the same basis as we invest our clients’ monies.

We adopt an unbiased and completely independent investment selection process, where decisions take account of academic evidence and research. It’s our belief that choosing investments on the basis of hard facts not only helps minimise risk, but also increases the possibility of achieving larger than average investment returns.

Minimising investment risk, costs, fees and taxes is a key part of our service.

This brochure summarises QED’s systematic approach to investing: Pursuing a Better Investment Experience

Analysis

BESPOKE AND TANGIBLE

Our investment portfolios are constructed to reflect the individual needs and preferences of each of our clients.

By evaluating historic performance and current market conditions, we can give you a realistic indication of what you can expect in terms of future returns and volatility.

Risk is an intergral part of any investment, so it is crucial that you understand exactly what level of risk you are taking and what that could mean it terms of: i) potential additional returns; ii) potential losses; and iii) increased volatility.

We will take great care to assess your personal attitude towards risk and then compare this to your capacity to take risk (how much loss could you suffer before it affects your ability to achieve your goals), and your need to take risks in order to secure the returns needed to meet your goals.

And as every QED client has access to exclusive institutional funds, up-front costs and on-going charges are among the lowest in the industry. Minimising investment costs, fees and taxes is a key part of our service.

Portfolios are reviewed regularly to ensure they are: i) performing as expected ii) still appropriate for your needs and iii) as effective and efficient as possible.

INVESTING IN ACCORDANCE WITH YOUR VALUES AND GOALS

At QED, we believe people should be able to invest their money in line with their goals and values.

We feel that it is important to “make your money matter”, and the way you invest your savings can make a real difference.

To help clients align their finances with their values, QED offer a range of “ESG” (Environmental, Sustainable & Corporate Governance), investment portfolios, in addition to our “standard” portfolios. These are regularly reviewed to maximise the impact they make, whilst maintaining strict adherence to our logical, evidence-based investment philosophy.

CREDIBLE EXPERTISE

EBIS

Darren Baker is a founding member and current chair of the Evidence Based Investment Solutions (EBIS) academic investment group. EBIS’s membership consists of leading, independent Financial Planning firms from across the UK.

INDEPENDENT AND UNBIASED

We have no ties to banks, investment managers or insurance companies. We are completely independent, and our advice is provided without of any form of bias.

When my wife and I needed proper professional advice we looked at other IFAs and realised that…Darren was so far ahead of them in terms of research, seriousness, management backup and probity.

MR B, OXFORDSHIRE

I was extremely worried about choosing an investment adviser, but having learnt more about QED’s service and having spoken to several existing clients, I felt confident QED were the right people for me.

MR B, NORTH SOMERSET

We chose Darren specifically because…we preferred his approach of minimising the internal “tax” of high management costs. He has paid us ample attention…His explanations are clear, at the right level of detail, and he has inspired confidence. He has managed to avoid swamping us with unnecessary paperwork and we have a straightforward view of our investments which we can call up on the web whenever we want, all in one place. I have no hesitation in recommending Darren.

MR & MRS M, DEVON

Our family has dealt with Darren for over 20 years, he has become a valued and trusted advisor. He offers strong and sound advice and explains everything in layman’s terms. Family businesses and investments are always delicate and can become quite emotive and controversial. Darren navigates his way through these discussions and listens to everyone’s concerns before offering sound solutions. He always follows through everything and does what he promises.

MRS K, SOMERSET

What Darren provides is a focus on a balanced portfolio, tuned to a level of risk tailored to your circumstances and objectives with investment funds that are not like vampires that drain away the value of your portfolio with high fees.

MR M, DORSET

Darren listens really well and takes the time to understand personal goals. His assessment of his clients attitude to risk is the best I have come across from an advisor and very thorough.

MRS W, SOMERSET
CONTACT US
ABOUT US