For those who want to take control of their financial future
In Your Free Copy Of: High Net Worth and Sophisticated Investors explained, you will learn
- The easiest and hardest ways to self-certify, which you will need to do in order to access the whole alternative investment world.
- The government childcare-benefit-type crazy anomaly, which prevents a lot of people from hitting one of the criteria.
- How I was able to find a lesser known way of self-certifying, which is perfectly above board, and open to anyone.
- The wording which you really don't want to miss, if you're limited to the trickiest self-certification option.
- The difference between being a Director, and being a Director in the regulator's eyes.
- How what you and I might class as relevant experience, is unlikely to be sufficient to class yourself as Sophisticated.
- The simplest way for anyone to access certain investment areas, and how this should enable you to pass almost any suitability test.
Stephen Wallis
Sophisticated Investor
Risk Professional
Numbers Geek
Tom
Fantastic insight into the world of alternative investments, an easy to read guide to alternative investment ideas.
Tom
Banking Consultant, Birmingham
Guy
If you’re the sort of person that hears something new and takes action to experiment and learn then don’t hesitate to sign up. Within 7 days of receiving my first report and with not much effort on my part I’d already more than broken even. And like everything Stephen talks about, the advice will compound!
Guy
Business Transformation Lead, Bath
Paul
Stephen’s guides do a great job of cutting straight to the important information you need to know and explaining it in an easy to digest manner. He covers topics often left alone by others and has a unique blend of experience that makes his viewpoint even more valuable. Definitely worth reading!
Paul
COO, Knaresborough
John Smith
I really like the tone of them. They’re easy to read and informative.
Kylie
Compliance Manager, Leeds
I trade you one less round of drinks…
…For my bonuses bundle. Statistics seem to vary depending on the age group, but it’s said that roughly 50% of UK adults have no savings. Which proves to be a problem when the car breaks down, or some other unexpected bill pops up (or you overspend around Christmas)....
Fancy a weekend in Crollywood or Scarbados?
One of my favourite things about living on this tiny island is the great names some people have for their hometowns. Crollywood, or Croydon, is best known for being one stop on the train away from Gatwick Airport (or as a technology hub if you’re better informed)....
What the Shelby Company Limited can teach a Guerrilla Investor
“Fortunately, we have other sources of income.” Thomas Shelby, Peaky Blinders S5 E1 Thankfully the brilliant Peaky Blinders has returned to the BBC, this time for its fifth series. In the first episode the director went against the previous way of expecting us to...
Have you prepared for your upcoming redundancy?
I was made redundant back in 2009 from my financial analyst job at a media firm in London. The credit crisis (as it was known at the time) was hitting advertising hard, so our team was halved. I was pretty happy about it as I was already planning to leave, and took...
Brexit shmexit
Breaking news! Something happened, then something else sort of happened, follow by something else! I chuffin hate breaking news alerts on my phone, they’re so distracting. The one last night was after this vote about the Brexit plan. I believe there was then a no...
When any day can be a bolt-hole day
Regular readers will know I very rarely jump on the mainstream media bandwagon, so I won’t kick this one off by talking about resigning Chancellors or pandemics. To me this is all (very loud) noise, but if you choose to spend your time following it that’s up to you....
Think harder Homer-owner
I can imagine a fair amount of people reading this are home owners. Not that you actually own your home of course, the bank does. But let’s stick to the topic here folks. I then imagine a smaller amount of people, say 10% of readers, have other property related...
Is property ownership a good idea?
This is a question I think about more or less every single day. Back in 2007 my sister, cousins, and I came into an inheritance when my Nan died. She and my grandad had lived in the same house they raised my Mum and Uncle in for more or less their entire adult lives...
A huge opportunity to create generational wealth
Following on from this theme of grandparents giving money to the younger generations, I discovered another interesting tax breaky thing last week. Alongside the pension contributions, grandparents can also give away up to £3,000 a year per person, with some extra in...
SIPP-tastic booming assistance
Even if you haven’t got a big pension pot already, and have never heard of a SIPP – I would encourage you do some research into the latter, as I have done recently. My own pension pot is pretty small, something in the region of £20,000. This is because I only paid in...
For those who want to take control of their financial future
In Your Free Copy Of: High Net Worth and Sophisticated Investors explained, you will learn
- The easiest and hardest ways to self-certify, which you will need to do in order to access the whole alternative investment world.
- The government childcare-benefit-type crazy anomaly, which prevents a lot of people from hitting one of the criteria.
- How I was able to find a lesser known way of self-certifying, which is perfectly above board, and open to anyone.
- The wording which you really don't want to miss, if you're limited to the trickiest self-certification option.
- The difference between being a Director, and being a Director in the regulator's eyes.
- How what you and I might class as relevant experience, is unlikely to be sufficient to class yourself as Sophisticated.
- The simplest way for anyone to access certain investment areas, and how this should enable you to pass almost any suitability test.