What you need to know Before You Invest
Discover the 5 Levels every UK investor must complete before investing their first pound
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 ✅ Prepare yourself financially
✅ Set up a realistic Financial Freedom plan
✅ Define the right Portfolio Strategy
I want to receive the Guide for free!Level up your skills before you invest!
Level 1
Pay off Debt
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Learn why paying off debts above 6% should come before investing
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Discover the Snowball and Avalanche methods and choose the one that fits your income
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Build financial momentum and free up cash to start investing confidently
Level 2
Setup your Budget Plan
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Follow the 4-step method to calculate income, expenses, and savings goals
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Decide how much to allocate to essentials, lifestyle, and investments
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Use my free Budget Planner to automate and simplify your money management
Level 3
Create your Emergency Fund
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Understand how your lifestyle and risk tolerance determine the right fund size
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Learn the 3–12 months rule to protect your investments from unexpected expenses
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Store it in a High-Yield Savings Account or Cash ISA to earn monthly interest
Level 4
Build your Financial Freedom Plan
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Define what Financial Freedom means in numbers, not theory
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Learn how to calculate how long it will take to make work optional
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See real examples of how returns and withdrawals create passive income
Level 5
Define your Portfolio Strategy
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Choose how to access the market with the right broker and account (ISA, SIPP, GIA)
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Match your investing style with the time you can dedicate each week
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Build a portfolio that fits your goals, effort level, and tax advantages
