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
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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.