ETF Research
Understand holdings, fees, index methodology, overlap, concentration, regions and other important considerations.
Booking Open1-to-1
30 or 60 minutes
Just you and Ash
Your questions. Dedicated time. Clearer understanding.
1-to-1
Investing Education
Learn directly with Ash Davidson and get focused help understanding the areas of investing you want to improve.
Whether you want to better understand ETFs, individual stocks, investment research, diversification or how to build a more structured research process, these private sessions give you dedicated time to learn and ask questions.
Plus members will receive an exclusive member discount.
Ash Davidson
Your Money Mate
Just you and Ash
Less noise. More understanding.
You Probably Don’t Need More Investing Content
YouTube videos. Podcasts. Reddit threads. TikToks. Articles.
There is no shortage of investing information. But consuming more information doesn’t automatically give you a better process.
A 1-to-1 education session gives you focused time to understand the topics you actually care about and ask the questions that are difficult to answer from generic content.
This could be for you if…
- You understand the basics but still feel unsure about parts of investing
- You want to understand ETFs properly rather than simply buying whatever is popular
- You want to improve how you research individual companies
- You want to understand diversification and portfolio construction concepts
- You have watched lots of investing content but still lack a clear process
- You want to become more confident doing your own research
A session shaped around your questions
What We Can Cover
Stock Research
Learn how to approach company research, financial information, quality, valuation concepts and business fundamentals.
Portfolio Construction
Understand concepts including diversification, concentration, asset allocation and portfolio overlap.
Investment Research
Build a more structured process for researching investments rather than relying on headlines or social media opinions.
Investing Tools
Learn how to use tools, screeners and investment data more effectively.
DIY Investor Questions
Use the session to improve your understanding of investing concepts you’ve been struggling with.
Focused support, from start to finish
What You Get
Dedicated time to learn, ask questions and take the next step in your own investing research.
- A 30 or 60-minute private educational session with Ash
- Session tailored around the investing topics you want to understand
- Opportunity to ask questions throughout
- Relevant educational resources where appropriate
- Clear next steps for continuing your own research
Learn with me
Your questions.
Dedicated time.
- 1
Choose a session
Pick 30 or 60 minutes.
- 2
Book a time
Select a slot that suits you.
- 3
Share your questions
Tell me what you want to understand.
- 4
Meet and learn
A private educational session.
30 minutes
£39
Focused time to explore a specific investing topic.
Best for one focused question or topic.
60 minutes
Best value£69
Double the time for less than double the price. More space to work through concepts and develop your research process.
Best for working through several topics or your research process.
Need an evening slot? Email ash@yourmoneymate.co.uk and we can sort a bespoke one for you on a day that fits.
Booking opens on Calendly in a new tab. Meetings will be done via Google Meet.
Our educational promise
Focused Education. No Fluff.
The aim of every session is simple: you should leave with a clearer understanding of the topics we discussed and a better idea of how to continue your own research.
This is educational support, not a sales call for financial products.
The reason to learn
Turn the numbers into better questions.
Explore the illustration, then bring the concepts you want to understand to a private session: compounding, inflation, fees, investment research or diversification. Education, not a personal investment plan.
Explore the Wealth CalculatorHypothetical scenarios. No financial outcomes promised.
Before you book
Your Questions,
Answered.
Education, not financial advice
These sessions are financial education for DIY investors. They are not personalised financial advice, and I will not tell you which specific investments to buy, sell or hold. Investments involve risk and their value can fall as well as rise.