Client stories

Feedback from traders who attended our workshops, clinics, and chart review sessions.

I had been using a 200-day average because everyone online does. The workshop helped me realise my swing holds rarely last that long — switching to a 20/50 pairing on daily charts made my journal entries far more honest about why I entered.
Helen M.FTSE 100 swing trader, March 2025 workshop
The chart review session was direct. James pointed out that I was entering before price had actually respected the 20 EMA on three names I favoured. Uncomfortable, but exactly what I needed. Still took me a fortnight to apply it consistently.
David K.One-to-one session, commodities focus
Evening clinic was good value. I wish there had been one more worked example on ranging markets — James acknowledged that averages struggle there and showed two stocks where he would have stayed flat. That honesty built trust.
Sarah T.Moving Average Clinic, January 2025
Travelled from Bristol for the in-person workshop. The printed template alone was worth the trip. I now write my plan every Sunday and have cut my impulsive mid-week entries noticeably.
Mark R.Swing Planning Workshop, November 2024
Online format worked fine. Screen sharing my IG charts was straightforward. Follow-up email with notes was thorough — I referred back to it twice in the first month.
Priya N.Online workshop, June 2025
I came expecting a magic setting for my averages. Left with something more useful: a checklist for when to ignore crossovers entirely. My win rate did not jump overnight, but my losing trades got smaller.
Tom W.Workshop attendee, mining sector focus

Case study: rebuilding a weekly routine

Background

Claire, a part-time trader based in Cardiff, had traded FTSE mid-caps for three years. She plotted a 50-day SMA and a 200-day SMA but entered on almost every touch of the faster line, often without a written stop.

What we did

During a one-to-one chart review, we walked through her last eight trades. Five had entered while price was below the 50-day on the daily chart — a rule she had never articulated. We selected a 10 EMA and 30 EMA pairing suited to her typical five-to-ten-day holds and rebuilt her Sunday planning routine using the Hub Fieldgrid template.

Outcome

Over the following six weeks, Claire reported fewer entries (down from roughly four per week to one or two) and clearer journal notes. She booked a follow-up session to refine her watchlist filters for low-volume names. Results vary; this case reflects planning discipline rather than guaranteed returns.

Case study: a private group from an investment club

Four members of a Gloucestershire investment club booked a private half-day in April 2025. They shared a concern about conflicting signals between weekly and daily moving averages. The session focused on timeframe alignment: using the weekly 20-week average for trend bias and the daily 20-day for entry timing. Each member left with a one-page rules sheet specific to their club's typical holding period of two to four weeks.

Share your goals with us