Oliver Brenman
Founder, Portfolio Coach
I’m a UK investor and the founder of Portfolio Coach. I built it because asking general AI chatbots about my own finances kept giving me generic answers: they didn’t know what I owned, which tax wrappers I used, what I’d paid in, or what I was trying to achieve. I wanted one clear view of my family’s money and a coach that already understood it.
I also built the free Vanguard real return calculator, which works out a Vanguard investor’s money-weighted return after UK inflation from their own transactions, using the same engine as the app.
How the guides are written
- Every tax rate, threshold, fund charge and statistic links to its source, preferably the original: gov.uk, HMRC, the ONS, the Bank of England or the fund provider’s own documents.
- Each guide shows the date its figures were last checked, and is reviewed again after Budgets and at the start of each tax year.
- Research and first drafts may use AI tools. I check every figure against its source and edit every guide before it’s published.
- Guides explain how things work and compare options. They aren’t personal advice: Portfolio Coach isn’t authorised by the FCA, and the right choice depends on your circumstances.
- Portfolio Coach isn’t paid by, or affiliated with, any fund provider or platform mentioned.
Spotted a mistake? Email support@portfoliocoach.co.uk and I’ll fix it.