WORK WITH MONEYGIST UK
Choose the Route That Fits You.
Whether you want to put your investing plans into action or you just need to sort out your finances in general, there is a route here for you.
START WITH THE REAL QUESTION
Why Are You Here?
The best offer is the one that addresses the problem in front of you.
GET A RESET
You need to organise your finances.
You have investments, pensions, and assets in more than one account or country but you are not sure how it all fits together.
INVEST PROPERLY
You need your money working hard
ISA or SIPP? Stocks or Gold? Dividends or Growth? Learn how to answer these so you get past the hurdles holding you back from building a portfolio you are proud of.
1:1 SUPPORT
You need to have a conversation.
When you want private support so you don’t have to keep trying to figure out everything alone.
GROUP SESSION
You want to learn with friends.
For communities, professional groups, teams, and organisations that want a collective financial wellbeing session.
Get a Reset
When you need a clear picture of your financial system.
Use this route if you want to pause, tidy up what you already have, and rebuild a structure around your goals, investments, savings, pensions, and multi-country priorities.
SELF-PACED PROGRAMME
Wealth Transformation Programme (Free)
A structured digital course that guides you through the fundamentals of wealth building, from financial goal setting to investing for the long and short term.
LIVE GROUP SESSIONS
The MoneyGist Wealth Reset
Guided working sessions to bring the whole financial picture together and start putting your priorities into action.
START INVESTING PROPERLY
Get your money working as hard as you do.
Use this route if your main question is how a portfolio is built, what belongs in it beyond one fund, and how to manage it without turning your weekends into platform comparisons and unfinished YouTube videos.
SELF-PACED PROGRAMME
MoneyGist Investing Blueprint (UK Edition)
A structured digital course for organising your investing process, choosing sensible routes and building a calm long-term portfolio.
LIVE GROUP SESSIONS
MoneyGist Portfolio Mastery
Advanced investing workshop to help turn your investing plan into a resilient portfolio, with guided implementation, Q&A and a detailed Investment Clinic.
GET DIRECT SUPPORT
When You Are Too Tired To Figure It Out All By Yourself.
Use this route if you want focused time with me to work through your financial picture, answer specific questions, and clarify your priorities.
PRIVATE 1:1 COACHING
The MoneyGist Wealth Opportunity Review
A private review of your financial life to identify what’s working, what needs attention and where there may be opportunities to make better use of what you already have.
BRING MONEYGIST TO YOUR GROUP
For Communities, Teams and Groups That Want the Conversation Made Practical.
SPEAKING AND GROUP COACHING
MoneyGist Wealth Circles
A practical financial wellbeing session for organisations, communities and professional groups supporting international professionals.
LOOKING FOR TOOLS INSTEAD?
Browse the MoneyGist Resource Library.
For apps, templates, quick guides, and other useful material or external links, check out our Resources page.