Recently …
Founder, Stock Pickers Academy ¦ Multi-Asset Hedge Fund Trader turned Investing and Careers Coach ¦ Finfluencer ¦ International Speaker ¦ Angel Investor
A dream come true bankofamerica x Stock Pickers Academy My first investment banking speaking gig. I worked on trading floors for 12 years and not once did I hear anyone talk about stocks and shares ISAs or alternative property strategies. A common misconception is that if you work in banking and finance then financial literacy is a given. The reality is so many people working in corporate life just buy a home, pay bills and book holidays. It’s amazing how many misconceptions exist about stocks investing too! You don’t know what you don’t know - £850/mth into the S&P500 for 25 years ‘passively’ can make you a tax free millionaire! Mindset has a big part to play 73% of people don’t feel confident managing their finances. Only 7% of people in the UK have a stocks ISA (up from 3% in 2019). If capital gains taxes rise to 39% stocks isas will become more important as many in property will start shifting towards it. One of the biggest contributors to mental health is financial stress so this topic is extremely important to wellness. We also discussed Financial wellness is finally becoming more of a topic of conversation and I have many clients who work in the city who have put my name forward to drive the conversation and educate. I love what I do as an investing coach - education comes before advice. I explain why you need a financial advisor and help you find one, I educate on products and strategies and I also give you access to my community of like minded individuals trying to make better decisions with their money. Thank you to Ijeoma Ogbechie, EMBA and the team! Also thanks to my fellow panellists Tony Ofori (who I worked with at Goldman Sachs)Topsy Taiwo (Who I knew from his property videos) and Trudi Edington I have now spoken or run workshops at a range of institutions including PwC, Amazon, Capco, Octopus Investments, Rothschild & Co, Total Jobs and I hope to do many more so please do feel free to reach out to your employers and let’s make this happen 🙏🏾 Linktr.ee/stockpickers - services and free videos