What is The WEALTH
Appraisal all about?

Learn about the power of our free WEALTH Appraisal tool from Touchstone Managing Director, Abi Hookway. She explains it perfectly in under 2 minutes. 

Our Students' Net worth

The combined aggregate value of our students' portfolios are in excess of £1 billion.

Years of Wealth Building Expertise

Our investment training team has a combined knowledge base spanning more than 500 years.

Investors Trained
& Developed

We have successfully trained, mentored and developed over 100,000 successful investors.

We’re industry leaders with a trophy cabinet to prove it

The WEALTH Appraisal analyses your finances across these 6 categories:

'WEALTH' is a Touchstone Education acronym that encompasses the 6 core areas that all feed into and determine an individual's current financial health and long-term outlook. 

WHY

Looks at your mindset, goals and personal planning around money as well as the actions taken to earn it and maximise its long-term value. 

EDUCATION

Reviews your approach to self-learning, upskilling and seeking of appropriate support that allows you to enhance your financial growth.

ASSETS & ACCUMULATION

Examines your current investment strategy and future outlook to determine the strength of your portfolio as well as its potential.

LEVERAGE

Assesses your awareness, attitudes and actions towards enhancing your financial position, tax optimisation, smart debt and investments.

TIME

Analyses how and where you spend your time in relation to key areas requiring balance such as work, home-life, education and recreation.

HABITS

Evaluates the behaviours which compound towards financial security and investor competence or sadly for most, a lack of wealth and choices.

The WEALTH Appraisal™

Download your complete, personalised report outlining your WEALTH score.