Investing Foundations
A practical introduction to investing for UK DIY investors. Learn the basics of ISAs, SIPPs, ETFs, stocks, risk, diversification, compounding and how to start building a long-term investment approach.
Practical investing education designed to help UK DIY investors understand investing, research investments and build long-term wealth for themselves.
Learn at your own pace with structured courses covering investing, ETFs, stock research, portfolio building and more.
Coming Soon
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Structured, practical courses designed to help you become a more confident DIY investor.
A practical introduction to investing for UK DIY investors. Learn the basics of ISAs, SIPPs, ETFs, stocks, risk, diversification, compounding and how to start building a long-term investment approach.
Learn how ETFs actually work, how to compare them, understand fees and holdings, identify overlap, assess diversification and research ETFs with more confidence.
Learn a repeatable framework for researching individual companies. Understand financial performance, debt, cash flow, valuation, business quality and the key numbers that matter when analysing a stock.
Learn how to bring individual investments together into a portfolio. Covers asset allocation, diversification, concentration, position sizing, overlap, rebalancing and maintaining a long-term strategy.
Learn how dividend investing works, how to assess sustainable income, understand yield and dividend growth, avoid common traps and research income-focused investments.
Learn the basics of reading charts, trends, support and resistance, moving averages, momentum, volume and risk management without overcomplicating technical analysis.
Learn how investing fits into long-term wealth building and retirement planning, including pensions, ISAs, compounding, income versus growth and building towards future financial independence.
Free Course
A beginner-friendly introduction to the money basics most of us were never properly taught. Cover budgeting, saving, debt, emergency funds, pensions, investing, compound growth and the foundations of building wealth.
This will be the free entry-level education product within Your Money Mate.
The reason to learn
The calculator shows what time, contributions and assumed returns can do. Our planned courses explore what the chart cannot tell you: how to research investments, compare fees and understand portfolio risk.
Explore the Wealth CalculatorHypothetical scenarios. No financial outcomes promised.
Structured live programmes with weekly sessions, replays and supporting resources.
Private educational sessions focused on specific investing topics.
Focused live sessions covering individual investing topics in more depth.
Your education. My commitment.
If the education doesn’t meet your expectations, let me know within 14 days of first getting access to your course and I’ll give you a full refund.
Applies to paid courses when they launch. Paid 1-to-1 sessions and cohort payment plans are not covered by this guarantee. Request your refund by replying to your booking or enrolment email.
This covers your education purchase, not investment performance or guaranteed learning outcomes. Investing involves risk. Your statutory rights are unaffected.
Before You Start
Your Money Note
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