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Investment analysis, financial markets and fundraising

I will show you the fundamentals of how to assess investment opportunities by analysing companies, their opportunities and their markets.

I will give you an insight into how financial markets work by matching businesses with a need for investment with investors with a need for returns.

I will introduce you to the process and principles of fundraising through equity and debt.

You'll get lots of real life insight and examples from my career with household names like Boots, Sage and Just Eat.

Location

At teacher's location: London Road, Twyford, Reading, UK
At student's location: Around Twyford, United Kingdom
Online via webcam

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General info

Age:
Children (7-12 years old)
Teenagers (13-17 years old)
Adults (18-64 years old)
Seniors (65+ years old)
Student level:
Beginner
Intermediate
Advanced
Duration:
60 minutes
The class is taught in:English

About Me

An experienced corporate finance and strategy leader with a history in well-known brands like Boots, Sage and Just Eat.

I'm skilled in financial analysis, e-commerce and fundraising.

Education

Cambridge University
BA and MA in Geography, specialising in economic and social geography

Widely read in geography, economic history, social history and business

Experience / Qualifications

Chartered Financial Analyst
Economics, accounting, investment, financial markets

Finance and strategy leadership roles with public and private companies in retail, technology and e-commerce.

Reviews (1)

Great lesson with Phil, he's very knowledgeable about corporate finance and valuation methods. Thank you so much!
An introduction to accounting for small business owners, degree students or book-keepers. Principles and practice of accounting for transactions, business activities, and investments, including VAT and corporate tax. Including how to use accounting software.
I will introduce you to the key principles, theories and metrics involved in macroeconomics. I will show you the relevance of macroeconomics to government policy and to business performance. I will bring our discussion to life with many examples from my own business and consulting career, and from the economic history of the last 300 years.
I will teach you how to analyse company accounts from the point of view of an investor, a lender, or a company leader. I will show what investors look for when deciding whether to support a company. I will demonstrate how to appraise the perfomance and prospects of a business by looking at its financial statements. I will bring this to life with examples from my career in corporate finance with household names like Boots, Sage and Just Eat.

Ask a question

Send a message explaining your needs and Phil will reply soon:
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Availability of a typical week

(GMT -04:00) New York
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from £48At teacher's location
from £48Online via webcam
from £60At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

Online reputation

  • Instructor since March 2023
  • Phone number verified
  • Google connected

Availability of a typical week

(GMT -04:00) New York
MonTueWedThuFriSatSun
0              
1              
2  Monday at 2:00  Tuesday at 2:00  Wednesday at 2:00  Thursday at 2:00  Friday at 2:00  Saturday at 2:00  Sunday at 2:00
3  Monday at 3:00  Tuesday at 3:00  Wednesday at 3:00  Thursday at 3:00  Friday at 3:00  Saturday at 3:00  Sunday at 3:00
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12  Monday at 12:00  Tuesday at 12:00  Wednesday at 12:00  Thursday at 12:00  Friday at 12:00  Saturday at 12:00  Sunday at 12:00
13  Monday at 13:00  Tuesday at 13:00  Wednesday at 13:00  Thursday at 13:00  Friday at 13:00  Saturday at 13:00  Sunday at 13:00
14  Monday at 14:00  Tuesday at 14:00  Wednesday at 14:00  Thursday at 14:00  Friday at 14:00  Saturday at 14:00  Sunday at 14:00
15  Monday at 15:00  Tuesday at 15:00  Wednesday at 15:00  Thursday at 15:00  Friday at 15:00  Saturday at 15:00  Sunday at 15:00
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from £48At teacher's location
from £48Online via webcam
from £60At student's home

Good-fit Instructor Guarantee


If you are not satisfied after your first lesson, Apprentus will find you another instructor or will refund your first lesson.

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