Frequently asked questions.
Is this financial advice?
No. The programme is education and mentoring. Niral teaches you how investing works and helps you build the confidence to make your own decisions, but he won't tell you which investments to buy, and nothing in the sessions is personal financial advice.
Do I need a lot of money to start?
No. Many people start with a modest monthly amount. The programme is about understanding and habits, and those work the same whether you start with £50 a month or £5,000.
What happens during the free consultation?
The consultation lasts twenty minutes. It covers your current position, what you would like to achieve through investing, and how the programme works. If the programme is not suitable for you, Niral will tell you.
Are the sessions online or in person?
Most clients attend via Zoom or Teams, so sessions can be joined from anywhere. In-person sessions are available where location allows; this can be arranged during the consultation.
Which platforms will we look at?
You'll learn how to compare investment platforms on fees, features and account types, such as ISAs and pensions, so you can choose the one that suits you.
What if I miss a session?
Sessions can be rescheduled with reasonable notice. Your ten sessions do not expire.
Can I pay in instalments?
Yes. The programme is £1,600, or 3 monthly payments of £533.33.
Is my money at risk?
Yes. All investing carries risk, and understanding that risk is one of the first things the programme covers. Investing puts your capital at risk. The value of investments can go down as well as up, and you may get back less than you put in. Past performance is not a reliable guide to future results.
Further questions?
Niral can answer them during a free 20-minute consultation.