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Trevor Atkin, a novice in the world of stocks and shares, had long trusted his workplace pension provider, Legal & General, to manage his retirement savings. However, after following Alpesh Patel’s webinars for just 18 months, Trevor decided to take control of his own investments.
With Alpesh’s clear guidance and expert insights, Trevor transformed his financial future, achieving an impressive 30% increase in his portfolio within just one year. This newfound knowledge has not only benefited Trevor but has also inspired his family to take charge of their own pensions.
My Investing Journey
I started following Alpesh Patel about 18 months ago after discovering his YouTube channel. Prior to that, I had always entrusted my pension to the workplace pension scheme managed by Legal & General (L&G).
Like many others, I believed the experts were handling everything efficiently, and I didn’t need to pay much attention. My focus was on working hard, earning money, and assuming my pension would naturally grow over time. How wrong was I!
Background
I had no experience with stocks and shares. When I began watching Alpesh’s weekly webinars, I knew very little about investing. I was, by all definitions, a complete novice. To get started, I invested very small amounts into well-known companies that I could follow through the insights and guidance shared in Alpesh’s webinars.
Over the first few months, the gains I saw were modest but consistent. It wasn’t anything dramatic, but it was steady growth. However, the real eye-opener came when Alpesh discussed the expected performance of pensions. Evaluating my pension
This prompted me to evaluate my own pension with Legal & General. Upon reviewing my pension statements, I discovered that over a 10-year period, my pension had only grown by 20%. To say the results were disappointing is an understatement.
For comparison, in the first six months of following Alpesh’s information and investing only small sums of money, I had achieved a gain of about 8%. Even more shocking, the interest rate on my savings account at that time was 5.1%—meaning even if I had just left my money in a savings account, I would have outperformed my pension provider! This realisation left me questioning why I had been trusting others with my hard-earned money for so long.
Taking control of my pension
After much contemplation, I made the decision to transfer my pension and manage the investments myself. I followed Alpesh’s guidance as closely as possible, attending his weekly webinars and staying informed on market trends.
Transferring my pension and purchasing stocks was one of the scariest decisions I had ever made. The fear of making mistakes loomed large, but Alpesh’s clear and concise explanations gave me the confidence to proceed.
My investing journey
The journey over the next few months was both challenging and rewarding. Some investments performed well, while others didn’t go as expected. However, the entire process was an invaluable learning experience. I was gaining knowledge and insight into how the market worked, and I was finally in control of my financial future.
Each week, I continued to follow Alpesh’s webinars, making sure I wasn’t missing any crucial updates or market shifts. His ability to make complex financial topics easy to understand was a game changer for someone like me, who was new to this world.
Results
Now, 12 months after transferring my pension, I am amazed by the results. In just one year, I have seen a 30% increase in my portfolio. This is a result I never could have imagined achieving, especially considering the dismal performance of my pension over the previous decade. This growth has not only been transformative for me but also for my family.
With the newfound knowledge I gained from Alpesh, I’ve helped several of my family members take control of their own pensions. They were in the same position I had been in—stuck with poor-performing pensions. Now, they too are making the move to manage their funds independently. Even my two sons have started investing on their own, following the principles I’ve learned from Alpesh.
Alpesh’s Guidance Has Been Life-Changing and Empowering
I cannot thank Alpesh enough for the guidance and support he has provided. His webinars and insights have empowered me to take charge of my financial future. I feel more confident than ever in my ability to manage my investments, and I’m excited for what the future holds.
For anyone who has been stuck with underperforming pensions or has felt uncertain about their financial future, I can’t recommend Alpesh’s advice highly enough. It has truly been a life-changing experience.
Thank you once again, Alpesh, for helping me and so many others to see the light.
Trevor Atkin
Campaign For A Million
For those of you interested in taking control of your own investments, Campaign for a Million is a movement I started with the aim of encouraging one million people to begin managing their own funds and take charge of their financial future.
My goal is to provide accessible information, education, and tools that can help you make informed investment decisions, without having to rely solely on pension providers or fund managers. It’s about empowering ordinary people to grow their wealth independently.
Great Investments Programme
My Great Investments Programme (GIP) is designed for those looking to take their investing journey to the next level. Through GIP, I offer exclusive insights, in-depth analysis, and strategies based on my experience, helping individuals actively manage their portfolios with expert-level guidance. Many people have found GIP to be a critical resource as they transition into self-managing their investments.
Both Campaign for a Million and GIP provide a strong foundation for anyone wanting to build confidence and succeed in the world of investing. Whether you're just starting out or looking to enhance your investment strategies, these programs are designed to support you every step of the way.
Alpesh Patel OBE
Visit www.alpeshpatel.com/shares for more and see www.alpeshpatel.com/links
Disclaimer: The content provided on this blog is for informational purposes only and does not constitute financial advice. The opinions expressed here are the author's own and do not reflect the views of any associated companies. Investing in financial markets involves risk, including the potential loss of your invested capital. Past performance is not indicative of future results.
You should not invest money that you cannot afford to lose. Mentions of specific securities, investment strategies, or financial products do not constitute an endorsement or recommendation. The author may hold positions in the securities discussed, but these should not be viewed as personalised investment advice.
Readers are encouraged to conduct their own research and seek professional advice before acting on any information provided in this blog. The author is not responsible for any investment decisions made based on the content of this blog.
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