Step confidently into the world of investing with our beginner-focused workshop on maximising your Stocks & Shares ISA. In this interactive 2-hour session, you'll learn the basics of tax-efficient investing, understand how a Stocks & Shares ISA works, and discover straightforward strategies to build your first portfolio. No prior experience is needed just bring your curiosity and eagerness to learn!
What You Will Learn
How Stocks & Shares ISAs work
Understand the ISAs rules, and discover why Stocks and Shares ISAs are a powerful tool for building long-term wealth.
Building a Beginner Friendly Portfolio
Discover ways to begin investing in your Stocks and Shares ISA as a complete beginner with confidence and ease.
Managing Investment Risk
Investing involves risk, but it can be managed. Discover the key strategies professionals use to navigate and reduce it effectively.
Disclaimer:This workshop is intended for an audience of United Kingdom (UK) tax residents only, and the content herein does not constitute investment advice. If you are unsure of the risk or suitability of an investment, please seek appropriate financial advice from an independent financial adviser and/or tax specialist. When investing, your capital is at risk.
About Peter
I'm Peter, a qualified Financial Adviser with over 15 years experience in the financial services industry. Throughout my career, I've learned valuable lessons, particularly about investing, that I wish I had known as a teenager.
My career in wealth management exposed me to pensions, investment bonds, and other investment vehicles that have been instrumental in creating generational wealth. In 2020, I turned to social media to share these insights in a way that's easy to understand. This journey has led me to prestigious platforms, including 10 Downing Street, national television shows, and authoring a best-selling book.
In this session, I'll provide you with insights into professional investment strategies, empowering you to invest sustainably and secure your financial future.
