TASTER CLASSES

Simple Successful Stocks Classes

A 1.5 hour online workshop to gain the knowledge and confidence to take the first steps to become an investor.  You will understand:

  • What investing is and the benefits of doing it
  • Ideas behind investing: compounding, inflation and risk
  • When to start: managing your money to protect you and provide for you
  • Tax-efficient investing with ISA’s and SIPP’s
  • Investing in low cost, low risk, index trackers starting with small amounts
    (£25.00 is enough!)

Cost £25.00  Classes will restart in the autumn

ONE ON ONE INVESTING

BECOME AN INVESTOR!

Simple Successful Stocks Beginner Investing

If you are new to the stock market you will learn the principles of investing, how to invest in low cost, low risk index trackers and set up your investing simply and automatically.  You will be clear and confident about:

  • Your purpose and goals of investing
  • The simple principles behind investing and ‘financial independence’
  • Putting into place good wealth habits
  • The ‘7 Steps to Simple Successful Investing’
  • Investing consciously for good
  • How to think about and be a passive investor for the long term
  • Reviewing your investments and returns
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BE AN ADVENTUROUS INVESTOR!

Simple Successful Stocks Adventurous Investing

For those with some investing experience you will learn ways of choosing a portfolio of shares using simple strategies with the intention of creating a better return.  You will be able to:

  • Know how to use ‘Stockopedia’ as an investing tool
  • Understand key measures of a company’s performance
  • Set up your own criteria to choose a portfolio of shares
  • Sample some investing strategies
  • Know how to approach investing for good
  • Understand how to review your investments and return
  • Have the tools and knowledge to be an active investor for the long term
GET IN TOUCH