Private Tuition in Personal Finance - North London

I provide private tuition to individuals who wish to improve their knowledge of personal finance and investments. The guidance and training I offer should not be confused with personal financial advice.

My objective is simple: To equip my clients with essential, generic knowledge about all matters relating to personal finance and investments, to the extent that they feel empowered and self-confident about their knowledge and aptitude.

Whilst I train people from all walks of life, my service is most suited to clients who find themselves experiencing some form of life-changing event, typically retirement, a new job, divorce, marriage, or the death of a close relative. It’s generally at these points that people have major financial decisions to make, and a bit of extra knowledge and insight will come in handy.

My sessions run for approximately 90 minutes a time. Depending on how many they choose to have, together we cover a wide range of topics, including, but not limited to the following:

• Household budgeting,
• income, capital gains and inheritance tax,
• savings and investments,
• banking, credit and mortgages,
• insurance, pensions, shares and bonds,
• onshore and offshore investments,
• investment risk, wealth management, estate planning, trusts, property purchase and sale.

I work in the North London area, and I’m happy to meet with clients in their homes.