Case Study: Viola Crosby’s Journey with The Great Investments Programme

Background Viola Crosby works in the public sector and, by her own admission, had no prior background in finance. As a cautious and conservative investor, she was initially apprehensive about managing her own money.

However, she joined the Great Investments Programme led by Alpesh Patel to gain clarity, education, and confidence in financial decision-making.

Challenge: No Financial Background, Limited Confidence

Viola faced three main challenges:

1. Lack of financial knowledge – Her career in public service hadn’t exposed her to investment education.
   

2. Fear of making costly mistakes – She was conservative by nature and cautious with her money.
   

3. Dependency on traditional pension vehicles – Her primary investments were in her ISA and SIPP, which she didn’t actively manage.
   

Solution: Joining The Great Investments Programme

Viola enrolled in Alpesh Patel’s Great Investments Programme, which offers general educational content, insights, and frameworks to help individuals make informed investment decisions.

“Alpesh and his team give students the most potent professional tools for becoming independent and successful investors... The way Alpesh explains everything makes it really easy to understand and apply in practice.”

Alpesh Patel provides general investment education only. He does not directly manage clients’ portfolios nor offer regulated investment advice. For regulated advice, participants should consult an FCA-authorised financial adviser.

Results: Increased Confidence and Portfolio Growth

With support from the programme and her own consistent effort, Viola reports a 46% increase in her ISA and SIPP over two years.¹

“I have been very conservative... but my ISA and SIPP are up by 46% in two years!” Important Disclaimers:

• Past performance is not indicative of future results. Investments can fall as well as rise, and you may get back less than the original amount invested.

• Evidence verifying these returns is available upon request.

• While many participants have experienced significant investment growth, individual results may vary. Investment involves risk, including potential loss of principal.

Impact: Empowerment Through Education

Viola feels more in control of her financial decisions today. She understands risk, thinks long term, and continues to learn and apply new techniques.

“I know I have a long way to go before I can do this without Alpesh’s guidance, but I am confident this is possible!”

She also praised Alpesh’s passion and work ethic:

“The quality and depth of the material is unbelievable. I can’t thank Alpesh and his team enough and wish them a happy, healthy and prosperous 2025!”

Takeaway

Viola’s story shows how individuals with no prior investment experience can begin their journey towards financial independence through education and structured learning.

“It’s one of the best decisions I’ve made in aiming to secure a more stable financial future." Individual experiences and returns may differ, and there is no guarantee of similar outcomes.

Programme Disclosure & Regulatory Notes

• Alpesh Patel shares educational resources, insights, and investment strategies. He does not directly manage clients’ investments or provide regulated financial advice.

• Investment vehicles such as ISAs, Investment Funds, and SIPPs each carry distinct risks, benefits, and tax implications. Investors should carefully consider these and consult professional advice where necessary.

• The content provided is for general educational purposes only and does not consider your personal financial situation or objectives. Always conduct your own research or consult a regulated financial adviser before making investment decisions.

• Alpesh Patel Ventures Ltd provides general investment education. It is not authorised by the Financial Conduct Authority to provide regulated investment advice. Please see Terms and Conditions for full details.

Call to Action

Explore the programme today and discover how it could help you aim for a more stable and prosperous financial future. Remember, investing involves risks.

RISK WARNING: All investing is risky. Returns at not guaranteed. Past performance and case studies are no guarantee of future results.

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.

Alpesh Patel OBE

www.campaignforamillion.com 

Visit www.alpeshpatel.com/shares for more and see www.alpeshpatel.com/links