Blog article
1-to-1 Investor Education with Alpesh Patel OBE
Learn how 1-to-1 investor education sessions with Alpesh Patel OBE help self-directed investors understand markets, research and risk.
Self-directed investors manage their own money, with their own broker. Many find that books and videos only go so far, and that talking concepts through with an experienced educator helps them understand what they are reading.
About Alpesh Patel OBE
Alpesh is a Financial Times author, a former Visiting Fellow at Corpus Christi College, Oxford, and has appeared on Bloomberg, CNBC, Sky News, BBC World News and CNN. He has mentored more than 400 private investors one-to-one and founded the Campaign for a Million to teach a million people about investing.
What 1-to-1 education covers
- How markets work: shares, funds, bonds and how prices are formed.
- Research methods: reading company accounts, factsheets and key ratios.
- Risk: diversification, position sizing and the different types of investment risk.
- Discipline: keeping records, writing down your reasons and reviewing your own decisions.
What it is not
The sessions are education. Alpesh does not manage money for clients and is not an IFA, broker or fund manager. Sessions do not provide personal recommendations, and you make your own decisions.
Getting started
A simple first step is the Free Portfolio Review: tell us what you hold and receive an educational review of how your portfolio is put together. You can also book a call to ask questions.
Important information
Investor education only, not financial advice. Alpesh Patel is not a pension adviser. Investments can go down as well as up. Past performance is not a guide to future returns.
Request your Free Portfolio Review or book a 20-minute call.