A structured programme in ten sessions.
A one-to-one curriculum covering the essentials of long-term investing, delivered at your pace and built around your goals.
Session by session
- 01
Your money, your goals
Your current position, your objectives, and why a considered start matters more than a perfect one.
- 02
The accounts
ISAs, Lifetime ISAs, pensions and general accounts: what each one is for.
- 03
How markets work
Shares, funds, and what happens when prices rise and fall.
- 04
Index funds and ETFs
Why so many long-term investors keep things simple, and how these funds work.
- 05
Diversification
Spreading risk across companies, sectors and countries.
- 06
Risk and volatility
Understanding market falls, and matching risk to your own time horizon.
- 07
Choosing a platform
Comparing fees, features and tools so you can pick with confidence.
- 08
Building your plan
Bringing everything together into a written plan of your own.
- 09
Staying consistent
Automating contributions, filtering out market noise, and maintaining discipline.
- 10
Managing independently
Reviewing your plan, knowing when to adjust it, and planning next steps.
How it runs
- 10 × 60 minutes
- Weekly or fortnightly, to suit your schedule.
- Online or in person
- Zoom and Teams, or face to face where location allows.
- Lifetime community
- A private Telegram group for clients.
It’s for you if…
- You hold savings in cash and would like to understand how to invest them for the long term.
- You have tried to learn from online videos and forums and found the information conflicting.
- You want to understand your own decisions, rather than follow someone else’s.
It’s not for you if…
- You are looking for trading tips or short-term gains.
- You want someone to select investments on your behalf.
Arrange your consultation.
A free 20-minute consultation, without obligation.