Success Stories

I’m a married, 63 year old eye surgeon in Belfast still working away. I have a number of outside interests and one of them is the stock market. Looking back, I must have had an interest as a teenager as I clearly recall a visit I made to the (now long gone) Liverpool Stock Exchange, in my home city. I still recall a pervasive air of gloom and various men in suits telling me how bad things were. Well, it was the 1970s! I then excitedly pursued a career in medicine and actually had no interest at all in money, save only in spending it, until 6 years ago!!

I really was astonishingly ignorant and had no savings in ISAs and, I’m ashamed to admit, I believed that my final salary pension would actually equal my final salary. I know. I can scarcely believe it myself now. I quite suddenly realised that I’d better get a grip to make sure my family would be ok and that I would have a secure retirement.

I paid a lot to a financial adviser but noticed the high annual fees and left after a year as I honestly felt I could manage on my own and I certainly felt I was the one with my own interests most at heart.

I read everything I could get my hands on and started investing as much as I could afford. And, yes, of course, there have been bumps along the way but no disasters. I have taken it seriously but it is fun and interesting.

I’ve definitely benefited from advice from London Stone Securities through their excellent videos and webinars, though I do have an obsession with taking decisions myself - then any mistakes are mine!

Thanks to Ranjeet, Chris and the team. And here’s to the next Bull market! 

Whether you are new to investing in equities or a veteran you will find Ranjeet's book interesting, thought provoking and informative. Definitely worth a read.

I came in to investing later on in life, after receiving inheritance money. I wanted to carry on my late Fathers love of investing in safe blue-chip companies. I have set out my own passive portfolio of traditional buy and hold dividend paying shares, mixed with a few ETF’s and a couple of investment trusts to hopefully provide me a future income.
I also wanted to generate extra short-term monthly income and after reading many books, I discovered Ranjeet’s DIP book. This was possibly the best investment that I have made this year, a free book for the price of postage. I have read the DIP book from cover to cover and also watched the informative videos on the DIP strategies. Using the DIP formula, I opened an account with AJ Bell solely for my DIP investments. I tested the waters with buying Greggs and BAE and made a 12% profit in less than 3months. I now feel comfortable to increase my stakes and I have shortlisted ten number FTSE 100 and five number FTSE 250 companies to invest in and are waiting for them to hit my buy price.
My aim is to generate a monthly income from the DIP which will complement my traditional buy and hold investments. Thank you, Ranjeet and your team.

I've never had any previous dealings with brokers and so it's hard to compare London Stone with anybody else. But I'll tell you my story very quickly.

So I started dipping my toe in the stock market in 2019 as a complete novice. I didn't even know what the difference between a stock and a fund was, or what a spread was, or what a market maker did - it was all new to me. At the time I was with Barclays ISA Investments and started trading for myself. I was trying to get to grips with all of it but it was way over my head. I was running limit orders without even understanding what they were. But I wanted to make back for the lost time, and so I just dived in, without any strategy - head first! Well, that didn't end well.

Four years later, I'm down 65% on my portfolio after investing a six-figure sum. Not great! Then earlier this year (2023) I was on the Dividend Data website doing some analysis (as if that was going to help!), and came across the DIP book. 

Then I started watching the videos and read a few articles. Suddenly, I realised all of the mistakes that I had made and was still making. It was like these videos were made just for me. Every single one of those videos had a lesson in them - they're brilliant. I watched them over and over again. Each one explained something really powerful, a little trick or tip, what to do or not to do. It was just what I needed. I'm not a technical kind of guy, I just want somebody to tell me what to do and how to do it, make it simple. And that's what they did.

I could see all the things that I was doing, was actually wrong. It was upside down, back to front! What a mess. So now I'm going back to the start and rebuilding my whole portfolio with what I'm learning.

I like the buzz of investing and cannot wait to get my portfolio back to break-even.  

And with the book and the videos, it's like I'm getting personal mentoring. It's brilliant. And finally I'm starting to see some real progress. It will take a while to make back all of those heavy losses but at least I have a clear path now. Hopefully, one day I can start to enjoy the trading side of things fully and earn money from this side hustle so I can work when I want to rather than when I have to. 

I have been an avid investor for over 35 years during my career in Law and subsequently in retirement. I have spoken to the author on many occasions in the last few years and have found him to be personable, efficient and courteous at all times. I've read both the DIP book and the 13 secrets book and they're both fantastic. He appears to have an excellent knowledge of the workings of the financial world and he describes it so well in his writing.

The 2nd book (Insider Secrets) is a must read for the elderly such as myself as it highlights the mechanisms legal and illegal that some people in the financial world can stoop to, to engineer a placement, sale etc. The book is essential reading for all those considering making financial investments in the present turbulent times. Ranjeet really lifts the lid on the financial services industry as a whole. It is an in-depth look at the way the industry self regulates but leaves the door wide open for the unscrupulous and fraudulent across the whole industry.

The book sets out the way the dishonest can easily manipulate the system for their own ends. A truly fascinating read. 

I'm 75 years old and have lived in North London for most of my life. I used to work as a medical rep, I was a business owner and I've done lots of jobs in between so I've built up a decent share portfolio over many years. I came across London Stone Securities about a year ago after searching online for a London based stockbroker firm.  I quickly found and read the DIP book and it was incredible - it just taught me so much even though I've been investing since the early 1990s.

Earlier this year I went to the London IX Trade Show and met Chris and some of the team, and they were all amazing. Friendly, funny, really switched on, they knew their stuff but they talk to you like a real person - not like a sales target. There's no false smiles or dishonesty with them.

To be fair, I wasn't really looking to use their services. I just wanted to see what was out there and get some free expert tips to help me with my trading strategy. 

I already have a pretty decent portfolio and I've always managed my own investments with my brother and we're both quite experienced. We've made quite good money over the years. We use Hargreaves Lansdowne as a platform, and we're members of Motley Fool so we get lots of good information. But after seeing what London Stone was doing, it really made me wake up to the possibility that there was so much I was still missing.

I've been using some of their basic, entry-level strategies and have seen great results over a short period of time. That's why I know that they're the real deal. Because I'm an experienced investor myself, I know when somebody is trying to bluff it and the investment managers who actually know their stuff.

If you're thinking about learning or investing and want an honest firm, then you can stop looking. London Stone is your answer. They don't deal with certain products that I like to trade in which is a bit of a downer, but the stuff that they do, I think they do better than anybody else.

Today, I can pick up the phone and speak to any of their team as if I'm an old friend. I'm going on the 30-day DIP course soon with my brother and I'm excited about what the future holds. 

That's all I have to say - they're all just brilliant. Thank you to everybody.

If anybody wants to reach out to me to make sure that I'm a real person and a genuine fan of London Stone, not some AI robot!, I've told the team to feel free to pass on my details! 

That's how confident I am that this wealth management team is the best one you're going to come across. Trust me, I've spoken to pretty much all of them!

Having previously been a buy and hold investor, the DIP has been perfect in giving me the confidence to take greater control in proactively managing my investments and significantly boots my return. I've completed the 30-day online course and read the DIP book and found them both to be well explained and very informative. The insights on interpreting share price movement and market trends that Ranjeet shares with his readers and the decisions he made in actual trades have been invaluable.

The book was very informative, I like how this guys delivers the information. That's why I'm giving it 5 Stars. However, as a trader myself, I didn't learn a lot of new things. It's better for people who want to learn trading/investing

Thanks for all the advice you gave me a few days ago. It was nice meeting you all at the IX Investor show and I really found your presentation very helpful. The Dividend Income Plus book is a great help towards learning the strategy.

I'm fascinated with stock prices and I've read just about everything. I've got more than 100 investment books in my house and I've read them all, some of more than once!

I've been trading since 2012 and I currently used Vectorvest for my trading signals. I also subscribe to Stockopedia, Sharescope and I've joined a number of investment clubs so you could say I've 'been around'. I'm also an active member of my local DIY investment club, where I meet up every month with another 20 investors, at Wallingford.

When I read the DIP book straight away I loved it and it's definitely in my top 10 of all the books that I've read. That's saying something given that I've read books by Warren Buffet and Ray Dalio!

It's quite strange really as the DIP is not a strategy that I would normally consider. I don't like dividends, I'm a buy and hold investor and I never sell - basically I'm the polar opposite of the DIP investor! But something with this strategy really resonated with me. That's how powerful it is.

At least three other people in my club have already bought the book and so the word is spreading fast! And I know it's going to get bigger from here.

I go to all of the investor shows each year, Master Investor Show, London Investor Show, and at least half a dozen trader shows. I love meeting people and I'm constantly reading and learning. As somebody who takes information from everywhere and everybody, I've got a good sense of what works and what doesn't. And I can tell you that the DIP is right up there. It's as good as any strategy you'll find, and if you're looking for dividends it's the best one that I know of.

Just recently I met Ranjeet and his team at the Trader Investor Show in Holborn, Central London. What a great bunch of people they are.

I went to his 30 minute presentation and the room was completely packed, it was so busy. It was one of the most popular talks of the day and at the end Ranjeet got a massive round of applause and everybody wanted to speak to him. He made time for everybody, signing copies of his book and sharing his knowledge.

Brilliant guy, and a brilliant team he's built at London Stone.

By the way, if you don't get a chance to meet Ranjeet in person, make sure you watch his free, online trading videos. I love them - quick to the point, and loads of nuggets in there too!

I have been investing for many years and have learnt quite a lot, but I still need advice along with another opinion at times.

I placed some of my portfolio with London Stone Securities about three years ago and it has been volatile at times but Ranjeet is always approachable which I appreciate, and he accepts advice at times from myself having trod life’s path for some 63 years of marriage.

One item I emphasised to him which he took on board was ‘Keep your Promises’ which he has taped to his office desk and in my view has made him more efficient. I thoroughly enjoyed reading his DIP book which I keep for reference and use it from time to time.

"My wife and I are in our mid 60s and we have an investment portfolio which we took out more than 10 years ago, but it hasn't really performed. When we saw the London Stone advert in the Richmond magazine, we immediately took up the offer of getting their free DIP book. Since the book arrived, I haven't been able to put it down.

It's very informative and easy to follow and I wish I had known about this strategy years ago. Unfortunately, my total portfolio is still under their minimum threshold but despite this, their team continue to support and help me which shows the kind of company that they are.

They just want to help, and it doesn’t matter if you’re a big or small investor. They don’t even care if you’re going to be a massive pay cheque to them or if you’re no pay cheque to them at all, like me! 

Of course, we'd love to work with the team, and I spoke to Ranjeet personally so let's see what the future holds. Hopefully one day!”

"My story is quite unique because my girlfriend used to be an au pair for Ranjeet's children. One day Ranjeet invited me for dinner and we got chatting.

I was born and lived all of my life in a little village called L’Acquila, about an hour’s drive from Rome, in Italy. I work as a consultant helping employers with health and safety, but I’ve always been interested in finance. My dad is a retired stockbroker and so I've always wanted to learn about the stock market, but I had no idea about Ranjeet's background.

When I asked him whether he could teach me anything about investing, he shocked me by saying that he would give me a free copy of his DIP book and that I could enrol on his 30-day course for FREE! I was blown away with his generosity. I checked the course price online and it was £4,950! I couldn't believe that he was giving it to me for nothing.

I read the book and a few weeks later I did the full course and found it really interesting. There were so many things that I just didn't know, and the book explained it perfectly. I don't speak English as a first language, but it was written in a way that was easy to understand.

I just wanted to share these few words because most people know Ranjeet as a financial professional, stock expert, businessperson etc. but having spent a bit of time with him that evening over dinner, I saw a very different side. Not once did he ask me for any money, to invest money with him, and he never tried to sell me anything.

He could have asked for maybe a small payment of maybe £200 for the course and I would have said yes, but he insisted that I do it for free. It was just a kind and honest gesture.

I wish him and his family the best for the future. Thank you Ranjeet for re-igniting my interest in investing again and for teaching me about the DIP. "

I have a SIPP which is managed by my financial advisor and to give him credit, he's doing a pretty good job. My own ISA however is not doing as well and so after reading the DIP Book I realised one of the biggest mistakes that I was making. My strategy was focussed on dividend income only so I've always thought that the 'buy and hold' strategy would be best. But after reading the DIP Book it made me rethink.

I now realise that I should be looking for growth and income, not just looking to maximise dividends. That means I should be more active and not just holding stocks for forever and a day.

The DIP Book is a brilliant book and the strategy made a lot of sense to me. I'm not an experienced investor which is why I like the DIP because it's simple and methodical. Recently I had my portfolio reviewed by London Stone and it was really helpful. They gave me some sensible suggestions of how I could increase my dividends but also reduce my exposure to some of the higher risk stocks in my portfolio.

I'm going to try and implement the DIP strategy and really take control of my finances finally. Wish me luck!

My name's Dom and I'm 73 years old. I came across the DIP Strategy and London Stone Investments quite recently and read the book. Unfortunately I didn't understand all of it because I don't have a lot of experience in the stock market. However I do have a lot of experience dealing with people and I know that the staff at London Stone are genuine. I spoke to Ranjeet, the owner, and author of the DIP, and we worked out that unfortunately I wasn't able to use his services because my portfolio wasn't quite big enough.

But that didn't stop him from giving me some free information and advice which has been really helpful. I was nearly conned a few years ago by a company but I smelled a rat and didn't invest. So I have a good idea of when I'm being lied to and when somebody is out for themselves.

My Aviva pension hasn't done very well in recent years and Ranjeet gave some great free advice on what I could do to improve it. He didn't earn a single penny in commission so he could have easily just walked away and ignored me. But instead he actually took the time out to help me.

And here's what I like the most. Ranjeet spoke to me several times after that even though he knew that he wasn't going to make any money out of me and that I couldn't be one of his clients. He even gave me his direct telephone line and told me that if anybody tries to scam me again, for me to call him.

I'm hoping one day that we can do business together in the future but for now I'm just happy that I've built a great relationship with a firm that I can trust.

If you have an opportunity to work with Ranjeet and his team I recommend that you do it.

I can't talk about his performance or anything like that, but I can tell you that as a person he's as honest and straight as you will find. And for me that's more important than anything else.

In 2014, my role as a Systems Integration Group  Manager was made redundant, and rather than taking up a new position, I decided to take the lump sum offer. I also took direct control of my company pensions via a SIPP, and consequently had to take investing more seriously.

It's a running joke that I have consumed more content from London Stone than anybody else. Honestly, they're brilliant. 

Chris is my account manager and he's fantastic. We've  been speaking since early 2015 and I get access to all of the videos, webinars, strategies for free. 

I have learned so much from their team, including how to short and make money in falling markets. When others were losing 10-30% money during Covid and the Russia-Ukraine conflict, I actually slightly increased my portfolio profit. As a humble retail investor, I wasn't sure that was possible, but it really is.

I'm also a fan of the DIP strategy. I read the book (twice!), watched the training videos, all of which proved well worth the time invested. I even put together a spreadsheet based on principles gleaned from the DIP.

My retirement is a lot more fun because I'm in control of my money and a big thank you has to go to the London Stone team for that. I have no reservations in recommending London Stone Securities either for more of an advisory role or direct portfolio management.

I had cash in the bank and knew inflation would get to it but I was worried of investing in the stock market. 

What London Stone said made sense and I knew that I could stop investing any time, there are no lock in periods and I could get my money back whenever I wanted, I did my due diligence and knew that the firm was legitimate. 

Now my cash is earning much more than it was in the bank and I am happy with the results so far, it is early days but I am glad I made the move when I did and encourage others to do the same.

I like London Stone because they adopt a fairly safe and cautious approach.  

I was with Hargreaves Lansdowne for 20 years before joining them but I wanted somebody to help me manage my investments to give me more time so that I could enjoy my retirement without neglecting my share portfolio. It’s been exactly as I’d hoped. 

The portfolio is doing just fine with a fairly low-risk strategy and I’ve been able to get on with the things that really matter to me. Every so often I take some money out when I need it and I make the occasional phone call to see how things are going but other than that I don’t need to spend any time worrying about my SIPP anymore.

I have been investing in the stock market for several decades but the DIP is definitely one the best strategies that I have come across. I used to hold the same funds for years, but now I can make the same amount of money in just a few months. I would never invest in funds again. For example in Land Securities I made 10% profit and collected two quarterly dividends in 5 months

I have been with London Stone since 2015, I have always found them easy to talk to and found them willing to talk ideas through. They have a genuine relationship with you and are extremely knowledgable in the market place. I’m extremely sorry to be leaving LSS, but for personal reasons in the present climate this is a decision I have had to make. but if circumstances changed they are a company to return to.

I have been a financial advisor for many years. My clients and I have been together for most of that time. The reason why we stayed together is because I have a strong communication with them. We have been doing regular telephone calls or meetings, since I like to be kept informed. This is why I like working with London Stone, I find them very flexible. That has been one of the main reasons why our relationship has grown. Then after two years, they became my main partnership. I can also see that my business with them will be growing strongly over the coming years. Why? Because I retain full control over the clients, but if I need help or advice, London Stone provide it. It is a great working arrangement; one I value very much. As an independent firm, London Stone have the flexibility to tailor their services and products to my requirements. It is exactly what I am looking for and what you should be looking for too.

I am aged 85 & rely on London Stone to follow the stock market whilst I enjoy sailing with my son. My London Stone advisor anticipated the growth in cycling & recommended buying shares in Halfords. Boris Johnson further promoted cycling with his announcement, adding to the fortunes of this company. In consequence you were able to sell my holding after only 2 weeks at a net profit of 81%  Well Done Indeed !

For some months, I have been unhappy with the wild fluctuations and relative poor performance of the funds held in my Pension SIPP. After a meeting with London Stone Securities and a further period of reflection over Christmas 2019, I cautiously decided to move my Pension Funds to London Stone. The administration costs agreed with London Stone were more in line with my original annual costs with my long standing FA, who had recently retired. My cash has now been re-invested and is already showing returns of some £16k in a period of under two months.

Although early days, I am feeling more confident despite the current headwinds of Corvid 19 and the final stages of Brexit and that I can look forward to a more prosperous future in an uncertain world.

As a business owner I don’t want cash just to sit in my bank account. That’s why I’ve been working with London Stone for more than 6 years and between us we have been able to accelerate my business. The strategy is simple. I use cash which I’m not using within my limited company and invest it in the stock market. Any profit that I make gets rolled up into the company’s profit for the year. It means that I now have two revenue streams – one from my business and one from the stock market. In the past month London Stone has made me more than 10% profit on my cash. This is a most welcome addition to the prosperity of my business.

I am a private investor and have been a client of London Stone for nearly five years. One of their main strengths is the level of personal service they give to their clients in listening to, discussing and respecting the client's needs. 

For me, It has always been an interactive service where we share and discuss investment ideas in a straightforward way.

Goals are mutually agreed and the focus is always on performance which over the five years has been good. Ranjeet is always honest and will tell me if he thinks my ideas are wrong and I enjoy this level of interaction on my investments. They feel like a true partner.

Prior to investing with London Stone Securities I searched the internet for reviews or customer experiences but was unable to find anything. 

However, after a few reassuring phone conversations with Ranjeet, who is the company director, I took the plunge and transferred my full ISA holdings. 

The transfer process was very smooth with regular progress updates from Michela at London Stone Operations Team. Having been a customer for only 6 months it is a little early to comment on long term results, but I can say that one of my first trades made 30% in less than a month resulting in a £5k profit.

Overall I am impressed with the friendly and helpful service from the team at London Stone and would recommend them without hesitation

After the current stock market crash I was losing quite heavily on some of my shares and I wasn’t sure what to do. I spoke to London Stone and they gave me a number of strategies to reduce the risk of my shares falling further. I chose the strategy to restructure my portfolio even though it meant taking a loss. In just three days the shares that I sold have fallen another 10% and the new shares that I bought have made me £2,800. I’m still worried about the market crashing but I feel a lot more comfortable as I’m invested in companies and sectors which are greater protected against the coronavirus.

I have been with London Stone Securities since 2014 where I have found my advisors very approachable and prompt to my enquiries. It’s a brilliant personal service that I haven't experienced anywhere else and their recommendations have also been very good so far. I am very happy with what they are doing and looking to add more funds in the new tax year.

I have been using the DIP strategy for several months and thus far the results have been really good despite the stock market being lower than when we first started. I’m also worried about a stock market crash and so this is the perfect way to maintain some cash whilst still making the rest of the money work for me. The great thing about this strategy is that you don’t hold onto things for too long so your risk is constantly being cut every time you sell. Overall, I’m very happy with the way it’s going and to date it seems a very encouraging strategy.

I would like to take this opportunity to Thank all the staff that I have dealt with over the years  - they have all been without exception very courteous and polite and always gave me the impression that although I am only a small time investor they weren’t in a rush to hang up so they could make a bigger trade. I only required an execution service ( I want to blame only myself for poor investment choices ) and never felt a hard sell to change to an advisory account. Ironically, the one time a share was mentioned as a ‘good’ buy – it did increase in value by a decent % (needless to say I didn’t act on  the suggestion).

The Coronavirus stock market crash would have really worried me if I was on my own but London Stone called me before things got really bad and told me to sell some of my biggest holdings. I took their advice and saved thousands. I also sold National Express just before their big drop because of my advisor’s recommendation and then bought it back again at a much cheaper price. I’m confident that I have picked the right firm to help me through these difficult times.

I was looking for somebody who could take care of our hard0earned savings. Previously my wife and I were with the Nationwide and they never got in contact with us. With London Stone every time I ring up, I always can get through and there is great communication. I am thoroughly pleased with the service and they have been absolutely brilliant. Customer service is the best that I have experienced and I would recommend them to anybody who wanted an honest, independent and personal service. I can get advice when I need it and I can also make my own investments if that’s what I choose. Regards Performance so far in the first 12months has been very pleasing and much better than I had hoped for.

One reason I decided 18 months ago to move my portfolio to London Stone was because I anticipated that sometime in the future the market would go down and I wanted some creativity for taking advantage of a falling market. Well, this month’s market fall was quicker and much more sudden than I expected. However, we have had some success using a leveraged reverse tracker product to make profit as the FTSE went down. We selected a 2 times multiplier product, meaning that if the FTSE fell 1%, the value of the ETF went up 2%. This is really a short term product, coming in and out within one to 2 weeks, although possibly in and out same day. It’s all about the timing, trying to buy in just after the market has spiked and closing out near the bottom of the dip. I leave it up to London Stone to track the FTSE and determine optimum timing. Taking into account the level of risk and the costs, you need to be confident of at least a 5% swing in the FTSE to make a decent profit. However, over the last couple of weeks there have been plenty of opportunities. I have used it twice during this recent volatile period and have made a net profit of around 30%.

I am a professional tax advisor well versed in finance. I therefore appreciate the need to find and establish an excellent working relationship with a investment advisor. London Stone is one of the most professional firms that I have come across. Their timing on recommendations is always good and performance is overall very good. Best of all they really don’t care about their commission, they actively say no to trading ideas and only select opportunities which they really believe will perform. This shows that they genuinely care for their clients

I was previously following a different investment strategy which was not doing that well. Then I was introduced to the Dividend Income Plus Strategy by my advisors and in less than four months it has completely transformed things. If the performance continues like this I am seriously going to consider transferring the Halifax Stocks and Shares ISAs for me and my wife

I was looking for additional financial advice. I was impressed with their transparency, integrity and also with the fact that they seem proactive. I have always been impressed with what I have seen and heard - I have been impressed by their dedication. There are agreed parameters in which LSS operate when I am on holiday. They are pretty well versed in what I am up to, what my needs are, that I need to adapt a fairly conservative approach and that there must be transparency. The first thing to do is to discuss with your brokers what your objectives are – I want integrity and I want performance and London Stone have delivered performance in excess of expectation over the years.

Case Study

Christopher Minter, is quite a character and a long standing client of the firm. He lives with his wonderfully charming wife Lynda, in Fulham, West London and has been working with us now since 2014.

He was born in 1933 but is every bit as strong and fit as anybody twenty years his junior. His sharp wit and intellect coupled with his generous sense of humour makes it a joy to speak to him. Never one to miss a party, he’s already making plans for his 90^th birthday and has invited the London Stone team to attend. Of course, it would be an honour to meet Chris and his wife again. Over the years we’ve met many times for dinner and events and built more than just a working relationship together. He really is now a friend to everybody who works here.

Whilst building great share portfolios is important, we believe that it’s more important to build great relationships. That’s been a big part of our success and why our clients choose to use us. We have the ability to connect to our clients on a personal level that the large multi-nationals just don’t have.

And we know that from building relationships based on trust, it’s easier for successful portfolios to follow.

Chris is a smart, intelligent investor and has been around in the investment game for a very long time. He opened his first bank account at the age of 17 and bought his first share in the newly floated retail company, Tescos at just 25p back in 1947. It was recommended to him by his then mentor who was a close friend of his father and who guided Chris through these early years.

In 1974 Chris went to Hong Kong to work for a media and advertising company with the plan to be there for just a couple of years. Fast forward 14 years later and he was still there although now his passion had turned from advertising to investing and the stock market.

That bug has stayed with him to this day which is why we still regularly receive emails of stock ideas from Chris. Some of his recommendations are so good we’ve even joked that we should take him out of retirement so that he can come and work with us!

With sound financial planning Chris and Lynda have built a substantial residential property portfolio of more than £5m in properties in the South East including Oxford, Cambridge and Exeter. With the help of London Stone Securities and Rathbones he has also built an impressive share portfolio which continues to pay him a regular income with sensible capital appreciation in low to medium risk investments.

Chris has always had a lot of interest from wealth management firms over the years who wanted to look after his business and so we’ve always been intrigued why he chose London Stone.

He answers directly, “I chose London Stone because I knew that you could do the job.  I wasn’t looking to become rich and I didn’t care too much for politics. I wanted a personal firm that has values and that I could trust.” 

He goes on, “I know the stock market has its ups and downs and I wanted to share that journey with somebody. I didn’t expect to always make money, but I wanted the intention of my advisor to be genuine.”

It turns out that in 2014 Chris was being chased by more than a dozen firms for his business. In the end he opted for just two of them - London Stone Securities and Rathbones, and he’s been with both of us ever since.

Chris still enjoys finance but he’s comfortable in the knowledge that his shares are being taken care of for him and his wife. He doesn’t need to worry about them anymore. That also leaves more time for Chris to do the thing that he loves most like going to the gym, reading books on military history, and enjoying a good glass of red wine with friends.

Every person has an idea of what their perfect life might look like but very few people take the time to work out how to achieve it.

As long as you have a clear plan you have a chance to make those dreams a reality and that’s exactly what Chris did.

We’ve always had great faith in your integrity, and have always been very happy with such a friendly service and knowing our money was safe. After many years with London Stone, I’m saddened that we can’t invest with you any more, because we need the funds for a retirement village for me and my wife as I am now 85 years old and our health is not the best. Beryl and I wish you and the team the best always.

I am very happy with London Stone Securities. They are very knowledgeable, and I have confidence in their ability. There are a lot of people in the financial world who can’t be trusted and but I’m an experienced, technical trader and I look at lots of indicators. I can see that London Stone’s trades match up with my own research which gives me confidence that they know what they’re doing. So far the trades have all been profitable but the main thing is that I am building a long term relationship with this firm for the future

I run a SME sized family Property Company that was incorporated some 30 years ago. We invest in all sectors of property and which has also included, for the last 10 years, a substantial Share Portfolio. In 2017 I opened a personal ISA with LSS and the following year I transferred our Company Share Portfolio to LSS with the brief that it was required to generate an income equivalent to the rent from our standard residential letting, plus an average capital gain of 5% pa.

I meet with my advisor on a regular basis at his City Offices to review the performance of the portfolio and current market conditions, and to discuss future strategy and alternative investments. Between meetings I also have regular telephone briefings and which has proved most beneficial in the current Coronavirus climate.

Finally, the back office staff are efficient, friendly and courteous.

In summary, London Stone Securities are a small, proactive and successful stockbroker, I would strongly recommend them for those individuals and companies who do not have the time, or necessary skills to manage their own stock portfolio.

My wife and I have found London Stone to be very approachable. It is a pleasure to be able to speak to someone and be able to visit their office. They keep us well informed of the transactions they are doing on our behalf. We would certainly recommend them.

We would like to put on record our thanks and appreciation for your timely help and advice. Scammers took half of our life savings and it was only through your intervention that we did not lose the other half.

I’ve been speaking to London Stone on and off for a few years but I really enjoy investing myself and so didn’t really see the need to use an advisor. However I still had my portfolio reviewed and they came up with a lot of sensible suggestions which I’m going to implement. I just wanted to say on record that although they’re aware that I won’t be doing business with them, they’re still happy to talk to me and I think that says a lot about their culture. It’s not always about making money but making good relationships. Thanks again.

My name is Tim and I've been interested in trading shares for quite a while and have a pretty good level of knowledge already. After coming across London Stone Securities, I was very interested in the DIP strategy and got a copy of the DIP Book. I read the DIP book cover to cover within two weeks and enjoyed every minute of it. I like the idea of investing in solid blue-chip companies with dividends, whilst minimising risk and maximising on profits. It just made sense to me straight away. I signed up for the full 30-day online trading course which was brilliant, and which gave even more insight into the DIP strategy. It was hard work but also so rewarding because now I really understand the strategy fully.

My background is that I'm 56 years old, a trio of older kids and a keen road cyclist. I've worked in IT for more than 30 years, so I'm a technically minded person. Technical analysis and spreadsheets come easily to me, and I keep accurate numbers of all my own trades and investments. I even created my own spreadsheet for the DIP strategy calculations which Ranjeet was really impressed with. We met for a coffee and sat down for about 90 minutes going through everything. 

He's a very personable guy and straight away I knew that he and his team were the perfect fit for what I was looking for. I'm heading towards retirement in the next 2-4 years, and I wanted to find a personal wealth management firm that I could really trust and get the personal touch.  For me there's no doubt now that I made the right decision.

Within a few days of moving my share portfolio to LSS, they immediately laid out a complete investment strategy just for me, using the DIP principals, my own risk profile, and what my goals were. They're a great fit for what I was looking for and I'm hoping that we will be working even closer together in the future. 

Before using their services, I had been watching London Stone's online content and always found it useful. I also attended several of their online webinars and was really impressed with their level of knowledge and the community that they've built over the years. It's like a group of like-minded investors all looking to regularly make great profits using a realistic and effective strategy.

I've been with the firm for a few months now and they've just blown me away with what they've done. We have had a lot of success, they’ve identified 14 trades, 10 have completed and made money, averaging between 4-16% return. The other 4 are still open, but they also look positive.  

What's most surprising, is that this has all happened at a time when most people were losing money in the stock market. I regularly watch the news, the recession, high inflation, energy and food bills going up, rising interest rates etc. and then I look at my portfolio and I’m happy. I used to be quite concerned that my investment portfolio wasn’t performing, and whilst I know things are never guaranteed, I’m quite content that it is now on the right track.  

I am so impressed I have already recommended a good friend of mine to LSS as he is in a similar position that I was in 6 months ago. I always knew that I didn't want to work with a big wealth management company and just be a faceless number, they are just too expensive and impersonal. I also didn't want to spend my retirement worrying in front of a screen and managing the minutia of my portfolio. In the end I found just what I was looking for, an independent, honest, UK firm with great knowledge and a family ethos.

My wife, Mimi and I, had recently sold a property and had a significant sum of cash sitting in the bank for several months. With rising inflation we were becoming more and more agitated but really didn’t know where to turn. After considering lots of different firms and investment strategies, we came across the Dividend Income Plus approach, and so I bought the book. As soon as I received it, I read the whole thing cover to cover in one evening.

I was really impressed by the strategy, it just made so much sense. I immediately set up a meeting with London Stone at their offices in Royal Exchange and after all of my questions I just felt sure that this was the firm I wanted to work with. There was no pressure, no sales, just really honest, straight talking. They took the time to really understand our unique position with all of the different parts of our goals, our concerns, and what we wanted.

Within the space of a couple of days we had transferred all of the £750,000 to them. It sounded like a sudden decision but in fact it was a well-thought out decision that started even before we sold the house. We had already considered all of the different risks and it was clear to us that investing in the stock market even with the risk of our capital falling in value, was better than losing money to inflation.

We weren’t disappointed. In the first few days of transferring the funds, our advisor discussed a solid investment plan of how the money could be invested. He gave various options and we both agreed on the one that suited us best. It was exactly what we were looking for. Since then we’ve been receiving regular emails, and the occasional telephone call to keep us abreast of everything. It’s been a really positive experience and we couldn’t be happier.

Mimi and I have never expected huge returns, we’ve always been careful. We just want to beat inflation, get some regular income and a bit of capital appreciation. That’s what we are now getting. With the first few trades London Stone has already exceeded all of our expectations. The first trade was up by more than 50%. I know that’s highly uncommon but it was nice to see was that our advisor didn’t rush and sell it. In fact he told us to be patient and wait for an even bigger return.

We also know that performance is a long term game, not short term. And we expect there to be losses too.

What’s most important for us is what we’ve always been looking for which is peace of mind. Finally with so many financial companies out there trying to get our business, we found a really competent team of advisors who we trust and are doing everything that we expect of them. Investing isn’t the hard part, it’s finding the right firm to work with.