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How you can benefit

One to One Tuition

The Comprehensive Money Awareness Course

For those already with money invested in Pension Funds, ISAs or General Investment or who have funds they wish to invest. Also for those who simply wish to learn using a virtual portfolio without risking a penny.

Comprises delivery of the full content of the Money Awareness Course and three 1 2 1 sessions with Rob Harris of up to 2 hours per session delivered at your level of understanding to provide you with the knowledge to commence investing on a DIY basis OR to engage with your financial adviser knowing the questions to ask and able to take more control, of the outcome of the advice offered.

Following the Course, Rob as Your Financial Friend continues to work with you as you make decisions as to where and when you wish to invest.  Set the scene for profitable investment, avoid the pitfalls. An ongoing helping hand building the confidence for you to invest and put you in control comfortable in achieving the results you want when you want them.  Click links below if you need further information.

Your contribution:  £340 followed by 12 monthly payments of £15.95   Book your free introductory conversation or Course now!

Find out more – book your initial FREE zoom or phone session with Rob to explore further.  We want to make sure you choose the right way forward for you. For you and us the outcome must be profitable.

Book now for a free introductory 1-2-1 via phone or Zoom with Rob

Click here to request booking

Session One (Click toggle view)

Session One covers how to get a better return from your ordinary bank or building society savings and deposits. You’ll learn how to maximise the return on your cash and to build a strategy to do so. It also shows you how you can invest your money by lending it to obtain an income at the same time as having the potential for your capital to grow. You will learn how to make every penny you invest produce an income and grow in value as well.

You’ll learn about lending money to the UK Government, other Governments and large and small companies across the world and how to have that process managed for you. You will learn how to link your savings and investment to grow with the rising rate of inflation.

You’ll learn how today’s world of money is very uncertain. You'll understand simple strategies that will help protect your money, ISA's, Pensions to grow even when the Stockmarket falls. You’ll learn to consider whether the normal textbook principles of investing money still applies or whether alternative thinking is needed to safeguard your money and make it grow.

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Session Two (Click toggle view)

Session Two covers how you can save and invest your pension funds, ISAs and general savings into property. Through the stock market, you can invest in shops, offices and factories. This means your investments will attract a rental income into your investment funds with the potential for your savings to grow at the same time.

You’ll learn you do not need to buy a house or a property to get returns from this kind of investment. The stock market can do it for you. During this session you will also learn that you can spread your investments across different types of plans each of which has its own tax benefits or advantage.

You will learn how to use the tax allowances that you might not even be aware of now. This part of the course also helps you to understand what you need to know to be able to choose a good Financial Adviser if you need one. Choosing the right Financial Adviser is critical to your financial wellbeing and future. So how do you choose one?

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Session Three (Click toggle view)

Session Three will show you how you can reduce the risk of investing in companies’ shares by using Unit Trust Funds and other strategies. You learn what it means to become a part owner of businesses by owning shares in companies that provide products and services across the world.

History has shown that over the longer term this can really make your money grow and also provide a rising income payable to you. Session Three covers the costs of investing as a DIY investor or investing through Financial Advisers. The course will show you how to minimise the cost of investing.

You will also learn how to open up your own personal investment account and begin to actually make investments that you decide upon yourself.

As the course ends you will be able to make up your mind whether you want to be a DIY Investor or whether it will be better for you to have properly qualified, Independent Financial Advice. Knowledge about the financial advice market is critical and is needed first – your financial future may depend on it.

Whether you become a DIY Investor or work with a Financial Adviser the course continues to support you into the future by providing investment monitoring, alerts, commentary and the Hotline to Harris phone appointment service. Your Financial Friend can stay with you as little or as much as you need him.

As the course ends you will have the knowledge to become an active investor or to work actively with your chosen Financial Adviser. It means you really do stay in control and do not give away the power of your security to another person. After all, no one is as interested in your money as you are.

 

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The Premier Money Awareness Course

For those with money invested in Pension Funds, ISAs or General Investment or having funds they wish to invest.

Comprises delivery of four 1 2 1 sessions with Rob Harris of up to 2 hours per session delivered at your level of understanding to provide you with the knowledge to commence investing on a DIY basis OR to engage with your adviser knowing the questions to ask and able to take more control of the outcome of the advice offered.

Guarantee:  The Premier Course is powerful and proactive committed to moving you forward to profit through your growing knowledge.  We remain on your case driving forward to success.  In the event you do not recover the costs of the Course within the first 12 months we continue to work with you until you achieve profit without further charge.

Your Contribution:  £600 then £20 per month ongoing.  Book your free introductory conversation or Course now!
Find out more – book your initial FREE zoom or phone session with Rob to explore further.  We want to make sure you choose the right way forward for you. For you and us the outcome must be profitable.

Book now for a free introductory 1-2-1 via phone or Zoom with RobClick here to request booking

Session One (Click toggle view)

Session One covers how to get a better return from your ordinary bank or building society savings and deposits. You’ll learn how to maximise the return on your cash and to build a strategy to do so. It also shows you how you can invest your money by lending it to obtain an income at the same time as having the potential for your capital to grow. You will learn how to make every penny you invest produce an income and grow in value as well.

You’ll learn about lending money to the UK Government, other Governments and large and small companies across the world and how to have that process managed for you. You will learn how to link your savings and investment to grow with the rising rate of inflation.

You’ll learn how today’s world of money is very uncertain. You'll understand simple strategies that will help protect your money, ISA's, Pensions to grow even when the Stockmarket falls. You’ll learn to consider whether the normal textbook principles of investing money still applies or whether alternative thinking is needed to safeguard your money to make it grow.

Close

Session Two (Click toggle view)

Session Two covers how you can save and invest your pension funds, ISAs and general savings into property. Through the stock market, you can invest in shops, offices and factories. This means your investments will attract a rental income into your investment funds with the potential for your savings to grow at the same time.

You’ll learn you do not need to buy a house or a property to get returns from this kind of investment. The stock market can do it for you. During this session you will also learn that you can spread your investments across different types of plans each of which has its own tax benefits or advantage.

You will learn how to use the tax allowances that you might not even be aware of now. This part of the course also helps you to understand what you need to know to be able to choose a good Financial Adviser if you need one. Choosing the right Financial Adviser is critical to your financial wellbeing and future. So how do you choose one?

Close

Session Three (Click toggle view)

Session Three will show you how you can reduce the risk of investing in companies’ shares by using Unit Trust Funds and other strategies. You learn what it means to become a part owner of businesses by owning shares in companies that providing products and services across the world.

History has shown that over the longer term this can really make your money grow and also provide a rising income payable to you. Session Three covers the costs of investing as a DIY investor or investing through Financial Advisers. The course will show you how to minimise the cost of investing.

You will also learn how to open up your own personal investment account and begin to actually make investments that you decide upon yourself.

As the course ends you will be able to make up your mind whether you want to be a DIY Investor or whether it will be better for you to have properly qualified, Independent Financial Advice. Knowledge about the financial advice market is critical and is needed first – your financial future may depend on it.

Whether you become a DIY Investor or work with a Financial Adviser the course continues to support you into the future by providing investment monitoring, alerts, commentary and the Hotline to Harris phone appointment service. Your Financial Friend can stay with you as little as much as you need him.

As the course ends you will have the knowledge to become an active investor or to work actively with your chosen Financial Adviser. It means you really do stay in control and do not give away the power of your security to another person. After all, no one is as interested in your money as you are.

 

Close

Session Four (Click toggle view)

The benefits of Session Four applies only to those selecting the Premier Money Awareness Course giving time to discuss and formulate an active portfolio with more in depth knowledge and understanding to do so. Session Four also give you a great opportunity to look at alternative and more specialised investment opportunities.

 

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The Executive Money Active Programme

For those with established investments/portfolio/high income/inheritance wishing to take more control of their financial affairs either through self-investment or through highly qualified Independent Advice.

Rob has drawn together highly qualified people linking his expertise, experience and insights to their’s acting as your project manager and advocate involving our proactive stockbroker and IFA alongside our global economist and tax and trust experts in your team. 

The Executive Course is a bespoke package designed with you the way you want it so we recommend an initial non-obligatory meeting with Rob Harris face to face.  Explore and decide. Fees will be discussed and negotiated to start at £3,000 and ongoing servicing contributions as agreed.

Book now for a free introductory 1-2-1 via phone or Zoom with Rob

Click here to request booking

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Start your journey to financial awareness!

Fill in the form below and you'll be able to gain hints, tips and ideas from the Money Awareness Course.

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