Meet Our Expert Team
Learn from experienced professionals who have dedicated their careers to UK financial markets
David Richardson
Senior Investment Advisor & Course Director
CFA, CISI Certified, MBA Finance
With over 20 years in UK financial markets, David has managed portfolios exceeding £500M and worked with leading investment firms including Barclays and HSBC. He specializes in UK equity markets and has been featured in Financial Times for his market insights.
Expertise:
- UK Equity Markets
- Portfolio Management
- Risk Assessment
- Market Analysis
Sarah Thompson
Portfolio Management Specialist
CFA, FRM, BSc Economics
Sarah brings 15 years of experience in institutional portfolio management and risk analysis. Former Senior Portfolio Manager at Schroders, she has expertise in diversification strategies and ESG investing specifically within UK markets.
Expertise:
- Risk Management
- Portfolio Optimization
- ESG Investing
- Asset Allocation
Michael Davies
Trading & Technical Analysis Expert
CISI Diploma, CFTe, MSc Finance
Michael has 18 years of experience in active trading and technical analysis. Previously Head of Trading at a London-based hedge fund, he now focuses on educating retail investors about sophisticated trading techniques and market timing strategies.
Expertise:
- Technical Analysis
- Options Trading
- Market Timing
- Risk Management
Emma Wilson
Retirement Planning Specialist
CISI Certified, Pension Transfer Specialist
Emma is a specialist in UK pension schemes and retirement planning with 12 years of experience. She helps individuals navigate the complex UK pension landscape and optimize their retirement investment strategies through SIPPs and other vehicles.
Expertise:
- UK Pension Systems
- SIPP Management
- Retirement Planning
- Tax Efficiency
Our Team's Achievements
Collective expertise and track record of success
65+
Years Combined Experience
£2B+
Assets Managed
15+
Industry Awards
500+
Students Trained
Our Teaching Philosophy
We believe that effective investment education combines theoretical knowledge with practical application. Our approach focuses on:
- Real-world Application: Every concept is taught using current UK market examples and scenarios
- Individual Attention: Small class sizes ensure personalized guidance for each student
- Continuous Support: Learning doesn't stop when the course ends - we provide ongoing mentorship
- Ethical Investing: We emphasize responsible investment practices and regulatory compliance
- Adaptable Strategies: We teach flexible approaches that work in different market conditions