INVESTING UNRAVELLED is a three-hour class designed to assist individuals with managing their own personal investments. The focus is on explaining how the process works and what the options are, rather than advising on specific investments.
The class will be delivered by Matthew Craston, either face-to-face or remotely, to individuals or family groups, and remote sessions can easily be split into two halves. Matthew has found that classes are also of interest to companies who want to assist their employees in what is a complex area of their personal life.
At the end of the session, students will have a clearer understanding of the different investment advisers and platforms, the key asset classes and how they perform, the different fund vehicles, tax efficient structures, where fees are charged, how to evaluate performance and investment risk.
Matthew will provide the benefit of the experience he has gained both as a fund manager for 12 years of his career, and recently as an adviser to wealth management firms.
“He presented in a measured and clear manner that meant everyone was able to keep up and his dry sense of humour made the whole three hours very enjoyable as well as illuminating.”