Choose Your Topic
Whilst we encourage the use of any of the Money Awareness Course options, it may be you just have a need to know about a particular investment issue or topic.
Our Choose Your Topic option covers all the headings given below.
Each package provides 45 minutes of 1-2-1 time with Rob to get an up-to-date overview of an issue or topic of your choice. There are very many different headings we could add. Please advise us of any topic you would like to gain knowledge on, and we will work with you on this.
Bringing all your pensions into one place to manage and secure your funds future.
Investing capital lump sums.
How to choose a Financial Adviser if you need one.
How to start saving/investing monthly by investing as little as £50 per month.
Investment platforms. How to buy and sell investments.
An outline understanding of how to research investment opportunities.
The Four Basic types of stock market asset and how to use them.
Understanding the range of ISA’s available to you.
Investing in property through the Stockmarket.
Understanding how pensions work.
An outline understanding of the tax advantages gained by investing knowledgeably.
Understanding investment risk and reward and achieving a balance.
Ethical Investing - Save the World
There are very many different headings we could add to this list. Please advise us of any topic you would like to gain knowledge of, and we will work with you on this.
Pricing Options
£49.00 per topic
£65.00 per 2 topics
We suggest staying with us contributing £6 per month to receive Rob’s updates and especially his financial commentaries, which will open up ideas and opportunities for you as the world of money - opportunities and concerns, constantly change.
Book your chosen topic or find out more information; schedule a free 1-2-1 call with Rob today.