Our clients

OUR CLIENTS

	Typical Occupation	Primary Reasons for joining Great Investments Programme	Secondary Reason for Joining
20/30-Something	Self-employed or Young Professional	Want to get savings/pension or 401(k) or ISA on track and plan ahead for comfortable later life	Alpesh Patel, founder, credentials The reviews (www.alpeshpatelreviews.com) Availability of Help from Alpesh and his Team
40-Something	Entrepreneur/Dentist/Lawyer/Pharmacist or other Professional.	Don’t have time to learn and manage myself. Need hand-holding. Let down by IFA, procrastination, fund managers. Want money working hard for you
50-Something	Approaching Retirement Professional or Business Owner	Don’t have time to manage myself. Need hand-holding. Let down by financial advisor, own procrastination, fund managers. Fear have left late, need to catch up fast
60/70-Something	Retired	Want to leave for children/grand-children. Make sure everything on track. Have ample time to spend time learning. Had mixed results in past so want to get it right.

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We take the best insights from our institutional knowledge and work with the largest financial companies in the world, and our hedge fund and financial journalism roots, to innovate technologies and trading and investing algorithms to simplify and democratise making a return from the markets. Tell us which dragons you'd like us to slay.

OUR CLIENTS

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