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Portfolio Coaching

Investing can be a lonely task, however, I can act as a sounding board to help you put together a portfolio that truly meets your investment needs.

Coaching is different from advice. With portfolio coaching you are always 100% in control of what you invest in and the broker you use. My goal is to empower you to make better investment decisions but the actual investments you choose are completely up to you. I have no investment products to sell. 

Was your portfolio developed with a clear intent and purpose, or was it built in a piecemeal fashion over time without any clear direction or overall strategy for guiding its component pieces?

Are there any concentrated positions, or is the portfolio properly diversified?

Is it worthwhile consolidating the number of investments in order to simplify matters?

Work alongside a qualified accountant with over 30 years of experience. For more details use the contact me form at the bottom of this page.

Portfolio Coaching

Many people try to invest for themselves but find they are lacking in the confidence or knowledge to successfully build their own portfolio. For example losing money in the covid crash of March 2020 or holding on to growth orientated funds for too long in 2022. Portfolio coaching can help you get back on track.

If you want to be told what to buy then see a financial advisor. If you are interested in the science of portfolio construction then my coaching may be of interest to you, particularly if you have watched my YouTube videos.

Portfolio coaching has fixed and transparent fees. Price is £ 200 for a 60 minute video call. Typically only one portfolio coaching session is required as I build heavily on the content of my YouTube videos which will simplify the decision making. Also there is no requirement for an annual checkup as portfolios are built for the long term without a mandatory requirement to chop and change every 12 months.

Portfolio coaching discussion topics include:-

  • core holdings vs satellite holdings
  • how to research ETFs and understand an ETF factsheet
  • how investment trusts work and construcing a high yield “dividend hero” portfolio
  • building an income or a growth portfolio
  • simplifying a portfolio that has several overlapping investments
  • investing a lump sum across diversified funds
Portfolio Coaching

The output of portfolio coaching should be a solid carefully structured portfolio which you have full confidence in, such that you aren’t tempted to sell when the going gets tough. Ideally a portfolio is segmented into different time periods such that short term needs are secured, there is enough in growth assets to meet expenditure requirements and there is resilience in the backbone of the portfolio.

Portfolio coaching works extremely well alongside my retirement calculator as visualising your wealth over time will help with understanding the required level of returns that your portfolio needs. Also the retirement calculator will help ascertain the proportions of your portfolio that should be held within short, medium and long term / legacy buckets.

Not suitable for beginner investors as I am acting as a sounding board not giving advice.

Recent Testimonial

I searched for a while to find one-off coaching like this. In the session Ian helped me to verify my own thinking on how my portfolio could be optimised. Left the session with very actionable insights. Really happy with the service – incredible value for money!

Portfolio Coaching Process

Fill in details of your portfolio split according to holdings in ISAs, personal pensions and general savings accounts in this spreadsheet.

https://docs.google.com/spreadsheets/d/1XwvGz8t27IKXj5ZvbMA5FISOau9-lP0y9q3_uu-cvm4/edit?usp=sharing

I also need the number of years to your retirement and your investment objectives. On the video call we work together to produce a portfolio that meets your objectives. Pricing is £200

You can also send a message using the form below