Our Expert Team

Meet the professionals behind your investment education success

Investment Education Experts

Our team brings together over 50 years of combined experience in UK financial markets, investment management, and education. Each instructor is committed to helping you achieve your financial goals through professional-grade education.

Sarah Mitchell

Lead Investment Strategist

CFA, FCA • 15 years experience

Former portfolio manager at major UK investment firm. Specializes in UK equity markets and tax-efficient investment strategies including ISA optimization.

Portfolio Management UK Equities Tax Planning

James Thompson

Senior Trading Instructor

CMT, FRM • 18 years experience

Expert in technical analysis and derivatives trading. Previously head trader at London-based hedge fund with exceptional track record in UK markets.

Technical Analysis Derivatives Risk Management

Rebecca Davis

Financial Planning Expert

CFP, DipPFS • 12 years experience

Chartered financial planner specializing in retirement planning and investment education. Expert in pension transfers and SIPP management.

Financial Planning Pensions Retirement Strategy

Michael Roberts

ESG Investment Specialist

CFA, MSc Finance • 10 years experience

Leading expert in sustainable and ESG investing with focus on UK ESG funds and impact investing strategies for modern portfolios.

ESG Investing Sustainable Finance Impact Investing

Our Track Record

50+
Years Combined Experience
500+
Students Taught
15+
Professional Certifications
4.9/5
Average Rating

Learn from the Best

Join our expert-led courses and benefit from decades of real-world investment experience.