From beginner to clicking invest in two engaging online sessions.
£75 per person · Live over Zoom · Small groups
I hear some version of this from almost everyone who joins the workshop.
"I've got savings just sitting in the bank losing value to inflation, but investing feels like a different language."
We start from zero — no assumed knowledge, no jargon left unexplained.
"Every app and article tells me something different. I don't know who to trust."
I'm a qualified financial advisor and maths teacher — I'll show you the actual principles, not a stock tip.
"I'm scared of losing money because I don't understand what I'm doing."
By the end of session two, you'll know exactly how to open an ISA, what to put in it, and why.
You'll leave with a clear, personal plan you understand and actually trust — built live, on screen, with me.
Real feedback from people who've sat in the workshop — swap these for your real review quotes.
"REPLACE WITH REAL QUOTE — e.g. I went from being completely overwhelmed to opening my first Stocks & Shares ISA the same week."
"REPLACE WITH REAL QUOTE — e.g. Leo explains things so clearly. No fluff, no sales pitch, just real, practical guidance."
"REPLACE WITH REAL QUOTE — e.g. Best money I've spent this year. I finally understand what I'm doing with my savings."
The course doesn't end when session two does. You can message me directly with questions, any time.
Join a private group of like-minded people on the same journey — swap questions, wins, and encouragement.
Full written notes and slides land in your inbox after each evening, so nothing gets forgotten.
Each workshop runs live over Zoom across two evenings, 6:30pm – 8:00pm. £75 for both sessions.
You're booking the , (). Fill in your details below and I'll confirm by email.
Check your email for confirmation. Last step — secure your seat with payment.
Seats are only fully secured once payment is received.
None at all — this course is built for complete beginners. If you've never opened an investment account before, you're exactly who this is for.
Same content, same live teaching from me, just over Zoom instead of in a room in Bristol. It's a smaller group so there's still plenty of room for questions.
Every session is recorded and sent to you afterwards, so you won't miss anything even if you have to drop off partway through.
I'll teach you how to make that decision confidently yourself — the principles behind fund selection, risk, and account types — rather than handing you a stock tip. This is financial education, not regulated advice.
Once you reserve your place you'll get a secure Stripe payment link. You can pay straight away, or let me know if you'd like a few days — your seat is fully secured once payment lands.
Just a laptop or phone with Zoom, a notepad, and about 90 minutes of your evening. A Zoom link is sent ahead of each session.