Call us on 0208 8201 5132 to learn more about our range of free and paid for tools for improving your investment fitness.
Is your adviser better than average?
How fit are your investments?

Membership options

  • Investment fitness initial assessment
  • Free until June 30th 2014
  • Free report and 10 minute follow-up telephone / Skype call to identify: 
  • Current asset mix of your portfolio between equities and bonds
  • Likely future swings in portfolio value based on historic performance 
  • Whether you are over-exposed to any given market 
  • How much is invested in ‘unfit’ funds
  • How much you are paying in fund management fees and their impact on performance.
  • If your current portfolio is operating at peak fitness. If not you can then decide whether to undertake our comprehensive investment fitness assessment.
  • Contact us today at 020 8201 5132 or at [email protected]
  • Comprehensive investment fitness assessment
  • One-off cost £499+ VAT*
  • Comprehensive report +1 hour face-to-face/ Skype follow-up meeting to identify:
  • Your scientific risk reward profile and if your current portfolio matches it
  • The ‘unfit’ funds within your portfolio
  • How much you are paying in fund management fees and how much you could save moving to more cost-effective funds 
  • Which markets your portfolio may be overexposed to
  • Steps you can take yourself to bring your portfolio up to peak fitness or whether you might benefit from joining the investment fitness club and receiving a personalised investment fitness program
  • Money back guarantee if not satisfied 
  • Contact us today at 020 8201 5132 or at [email protected]
  • Elite Investment fitness club membership
  • £499 + VAT Joining Fee. Membership P.O.A.
  • Creation and implementation of your personal investment fitness program
  • Elite ongoing personal investment fitness coaching
  • Access to our ELITE membership funds
  • Access to our regular ELITE club events
  • Contact us today at 020 8201 5132 or at [email protected]

Full terms and conditions are available on request from us

Membership FAQ