1-1 Consultation


This is for those who have experience investing and want to enhance their portfolio or just to pick our brains.

This consultation is predominantly tailor made to your specific needs although we do cover the below:

  • In-depth portfolio guidance
  • Portfolio health check
  • Investment strategy
  • How to spot a good opportunity
  • Bespoke Buying/Selling Plan
  • Pre formatted template to track your investments
  • Asset analysis
  • Wallets/Storage
  • Q&A

Note: You also get two weeks of direct contact with the consultant for any follows up questions/advice.




These consultations last one hour and will be done via telephone call.
Please include any specific needs when booking.

Disclaimer: All content provided is for educational purposes only and is not financial advice.

Please note that if the block in the calendar is showing red then we are fully booked. View our consultation terms and conditions here