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