Investment Bootcamp is for everyone, regardless of their financial background or current situation. You will learn how to invest sustainably and affordably without taking on too much risk.
With hands-on mentoring, and ongoing support, you can build your own investment portfolio in real-time and gain the knowledge and confidence needed to achieve financial independence and create a legacy for your loved ones or chosen charity.
Most investment training is either too basic, too technical, or too biased towards selling you products.
This is different.
No jargon.
No sales pitches.
No “get rich quick” nonsense.
No training delivered by an unqualified TikTok "finfluencer".
Instead:
Neuroscience-backed training to calm the fear centre of your brain.
Clear, step-by-step lessons that turn confusion into confidence.
Strategies you can actually use - whether you have £5 or £50,000 to invest.
Live training and support from a Chartered Wealth Manager and Fellow of the CISI, with over 30 years investment career experience.
You’ll learn:
The investor’s mindset (and how to manage fear + FOMO)
Funds vs shares - and why it matters
Risk, diversification, and low-cost investing
Understanding inflation and interest rates
Choosing a platform and opening an account
Regular investing with smaller amounts
Creating your first simple portfolio
Outcome: You’ll go from “I don’t know where to start” to “I’m confidently taking my first investing steps.”
You’ll learn:
Reviewing and refining your portfolio
Advanced regular investment & lump sum strategies
Navigating market cycles like a pro
Portfolio rebalancing for growth & stability
Understanding correlation and concentration risk
Tax-efficient investing basics (ISA, SIPP, CGT & income tax allowances)
Outcome: You’ll be able to fine-tune your investments and grow with long-term strategy and emotional resilience.
Hi, I'm Kim Uzzell, And while I am Chartered Fellow of the CISI, Chartered Wealth Manager and a Certified Financial Coach, I have a passion for helping those who are not traditional investors build wealth by getting into a sustainable way of investing.
With 30 years in the investment industry, mostly as a Stockbroker, plus almost 20 years' teaching, coaching and mentoring experience, I am not like most "financial coaches".
I have real, hands on, professional experience that I want to share with you. I'm here to support you to take control of your finances, make MORE of your money and increase the choices you have available to you in the future.
I've navigated my clients through Stockmarket and economic ups and downs, blips, wobbles and out and out crashes.
I've answered their questions, allayed their fears, and supported them in building their wealth REGARDLESS of whether prices are on the up or on the slide.
And I want to share this with you too! Because I believe that investing should be accessible for everyone!
Leave the confusion and guesswork behind.
What You’ll Get
💷5 weeks of live training per level
✏️Downloadable workbooks and portfolio planning templates
💡Clear, actionable steps after each session
🗂️Access to recordings so you can revisit any time
🧠Mindset tools to help you stay calm and consistent
Stop missing out on great opportunities and start confidently making informed investment decisions.
time and time again.
Have a solid investment portfolio that is steadily growing.
Understand the risks and benefits of investing and how to navigate stockmarkets with confidence.
Have created financial stability and freedom for yourself and your family.
Feel empowered to make smart investment decisions that align with your values and goals.
Have more choices and opportunities for your future.
Module 1: Investment Mindset - Develop a positive investment mindset and overcome limiting beliefs about investing. Set your Goals for successful investing
Module 2: Investment Risk Demystified - Understand the basics of investing, the different types of investments, and how to choose the right investments for you.
Module 3: Sustainable Investing - Learn how to invest sustainably and affordably without taking on too much risk.
Module 4: Building Your Portfolio - Create and build your own investment portfolio on the right platform for your own needs.
Module 5: Successful Investing - Discover what makes a successful investor, how to manage risk, and grow your investment portfolio sustainably.
Intrigued by stock market investment but confused by the jargon.
Ready to start building wealth for your financial future but don't know where to start.
Not sure if you can afford to invest but want to learn more.
Wanting to invest but something is holding you back.
Looking to create choices and opportunities for your future.
Interested in learning something new and building confidence.
Wanting access to a highly experienced investment professional.
You're looking for a get-rich-quick scheme. Investing takes time, in order to avoid unnecessary risks.
You're not open to learning or making changes in your financial habits.
You don't value creating choices and opportunities for your future.
You're not interested in leaving a legacy or making a positive impact on the world.
You're not willing to put in the effort to learn and implement investment strategies.
You expect everything done for you.
You have complex finances (e.g. are looking to move or are already resident overseas)
Q: Is this programme suitable for complete beginners?
A: Yes, Investment Bootcamp is designed for those who are new to investing and want to gain the knowledge, skills, and confidence to become a successful investor. We have also introduced a continuation level, for those who want to continue their investment journey and knowledge.
Q: How much time do I need to commit to the programme?
A: The main programme is 5 modules long, with live sessions and ongoing support. You'll also need to set aside some time to work on your investment portfolio. We spend our initial hours together (5 x 1.5 hours) to get you started, followed by ongoing monthly drop in clinics and hot seat coaching for you to bring any questions that you may have.
Q: Do I need a lot of money to invest?
A: No, you really don't need a large sum of money to start investing. We'll show you how to start with small investments and build your portfolio over time.
Q: Will I learn about sustainable and ethical investing in this programme?
A: Yes, we'll cover sustainable investing and show you how to invest in a way that aligns with your values and goals.
Q: Will I have access to a mentor or coach during the programme?
A: Yes, you'll have access to Kim Uzzell, a highly experienced investment professional and mentor, who will support you through the programme and answer any questions you have.
Kim has a tremendous gift for turning seemingly complicated matters into something clear, coherent and easy to understand!
She has guided me trough the fundamentals and some of the complexities of investing in an accessible and clear way.
Kim has instilled in me the knowledge and understanding necessary for me to enter into the world of investing with confidence and conviction.
Thank you Kim!!
"Bootcamp was my wake-up call!!! Now I'm totally on it!! Investing used to seem so overwhelming, but Kim broke it down into simple, actionable steps. I'm now confidently making investment decisions and seeing my portfolio grow. Thank you, Kim, for helping me get on track to financial independence!"
I previously had no idea about investing and was worried that I couldn't afford to do it.
After I joined one of Kim's bootcamps, she helped me understand what investing really means, and I was finally able to sort my budget and commit to a small but regular investment.
I now understand how it works, and the risks associated with it, and I am really enjoying seeing my investment pot grow. I feel confident that I am steadily building up funds for the future, for both myself and my children. I highly recommend Kim's expertise to anybody! Thank you so much Kim!
Kim has a tremendous gift for turning seemingly complicated matters into something clear, coherent and easy to understand! She has guided me trough the fundamentals and some of the complexities of investing in an accessible and clear way. Kim has instilled in me the knowledge and understanding necessary for me to enter into the world of investing with confidence and conviction.
Thank you Kim!!
"Bootcamp was my wake-up call!!! Now I'm totally on it!! Investing used to seem so overwhelming, but Kim broke it down into simple, actionable steps. I'm now confidently making investment decisions and seeing my portfolio grow. Thank you, Kim, for helping me get on track to financial independence!"
I previously had no idea about investing and was worried that I couldn't afford to do it.
After I joined one of Kim's masterclasses, she helped me understand what investing really means, and I was finally able to sort my budget and commit to a small but regular investment.
I now understand how it works, and the risks associated with it, and I am really enjoying seeing my investment pot grow. I feel confident that I am steadily building up funds for the future, for both myself and my children. I highly recommend Kim's expertise to anybody! Thank you so much Kim!
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