So you've made a start - and now you want to build on that foundation. You're in the right place.

I am a Chartered Wealth Manager, and Chartered Fellow of the CISI....and I'm so excited to be able to share some of this knowledge with you as you continue your investing journey.

Perfect for you if:

You’ve completed Level 1

OR you already invest but want to feel more confident

You want to move from “dabbling” to “deliberate” investing

What’s Included:

✅ 5-week live Bootcamp
✅ Lifetime access to recordings, slides, and downloadable workbooks
✅ Real-time Q&A and support each week
✅ Optional upgrade to include a half price 1:1 power hour.
✅ Early bird pricing available now

✅ Level 2 – Intermediates

Starts 16th September (live) and repeated October 2025

🎯 How to review and rebalance your portfolio

📊 Advanced regular investing + lump sum strategies

📉 Navigating market cycles without panic

⚖️ Understanding correlation and concentration risk

🛡️ Avoiding common investor mistakes

💷 Basics of tax-efficient investing (ISA, SIPP, allowances)
💸 £149 One off payment

(NB This training is for information and educational purposes. Investing is not for everyone - we will explain risks and investing strategies, but you should always do your own research and, if appropriate, take specialist advice before parting with your money)