Investment Fitness Workout Areas

Start your investment fitness test in whichever workout area you want to first, then proceed to the other areas to complete your test:

StrategyClick here to test Investment Fitness: Strategy Area

AccountabilityClick here to test Investment Fitness: Accountability Area

TaxClick here to test Investment Fitness: Tax Area

PerformanceClick here to test Investment Fitness: Performance Area

RiskClick here to test Investment Fitness: Risk Area

Cost ControlClick here to test Investment Fitness: Cost Control Area

D and R Tarlow

All the staff are helpful and supportive.Very happy to recommend them as they give good, professional financial support and advice.

Michael S, Accountant

I have found both Saul and his team to be professional, efficient and conscientious and above all straightforward and honest in their dealings with me.

N Swallow

Their personal approach, apart from being highly professional, is helpful, friendly and interesting. I recommend Saul and his team as very positive and interactive.

R and L Cohen

A meeting with Saul and his team is more like a life coaching therapy session than an investment planning one, he gently persuades and disciplines you to take control or your own affairs and organise yourself more efficiently giving you all the back up support you need.

Jeffrey Rubinoff, partner Freshfields

Transparent, willing to respond to difficult issues, thoughtful, confident of your strategy, concerned with my financial well being.