Quick facts
- Years trading
- 28 years (since 1998)
- Company size
- 1 to 10 employees
- Group size
- 1+
- Rating
- 5 out of 5 from 27 reviews
- Delivery formats
- In Person, Virtual Instructor-Led Training (VILT), Hybrid / blended, Meta, Virtual - On-demand learning
- Delivers in
- USA (West Coast), USA (East Coast), USA (Other), Asia, Europe, Australasia, India, UK, UAE, Canada, South America, Central America and the Caribbean, Middle East (excluding UAE), Africa, China
Specialized Industries
About The Investment Analyst
Visit WebsiteWhy? At theinvestmentanalyst.com, we believe in the transformative power of knowledge and its ability to reshape the financial landscape. Our purpose is to democratize access to elite-level investment insights, bridging the gap between theoretical understanding and real-world market expertise. We're driven by the conviction that better-educated investors create a more efficient, ethical, and prosperous financial ecosystem for all. Our mission is to empower the current and next generation of analysts and investors, fostering a culture of continuous learning and critical thinking that elevates the entire investment industry.
- Location
- United Kingdom
- Group size
- 1+
- Daily rate
- Contact for pricing
- Number of employees
- 1 to 10
- Years trading
- 28
- Has own premises
- No
- Apprenticeships
- No
- Funded Courses
- No
- Telephone
- 447852343049
Our Location
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What happens next:
Specialized Industries
- Financials
- Consumer Discretionary
- Consumer Staples
- Industrials
Trainers
General training capacity
28 years experienceWhy? At theinvestmentanalyst.com, we believe in the transformative power of knowledge and its ability to reshape the financial landscape. Our purpose is to democratize access to elite-level investment insights, bridging the gap between theoretical understanding and real-world market expertise. We're driven by the conviction that better-educated investors create a more efficient, ethical, and prosperous financial ecosystem for all. Our mission is to empower the current and next generation of analysts and investors, fostering a culture of continuous learning and critical thinking that elevates the entire investment industry.

Geoff has had a varied career. He was a managing director at UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey, and built their Ed-Tech platform, the Research Academy. Before UBS, he was a material equity investor and LBO co-investor in two market-exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distill it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. Geoff is one of six people globally to hold the Master of Financial Modelling designation. He is also a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Modelling and Valuation Analyst. Outside of work, Geoff is also a PADI Dive Instructor, addicted to vinyl, and loves going to live gigs. He holds NED positions with several start-ups around the globe.
Reviews
Master's Program
Anonymous · Durham University
31 Mar, 2026 • Virtual - On-demand learning
We weren’t just learning formulas or memorising steps. We were trained to think like real analysts.
IB BootCamp
Anonymous · Durham University Master's Program
31 Mar, 2026 • Hybrid / blended
This programme did more than teach me valuation modelling. It taught me how to think critically and challenge what I see.
InsightOne
Anonymous · Fidelity Investment Management
31 Mar, 2026 • Virtual Instructor-Led Training (VILT)
My improvement in the program was tenfold, and I would credit him for that.
InsightOne
Anonymous · Fidelity Investment Management
31 Mar, 2026 • Virtual - On-demand learning
His patience, knowledge, and ability to make complicated things seem simple are unmatched
LBO
Anonymous · US Private Equity
14 May, 2025 • Hybrid / blended
They are game changers in the field of investment education.
Investment Modeling and Valuation
Anonymous · US Sell Side Broker
14 May, 2025 • Hybrid / blended
Geoff has long been a pioneer of financial education platforms. his latest is his best yet
Investment Valuation
Anonymous · EMEA Hedge Fund
14 May, 2025 • In Person
It's easy to see how they were #1 ranked.
Investment Valuation
Barry Hurewitz · UBS
14 May, 2025 • In Person
I have rarely, if ever, worked with someone with their commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice
Investment Valuation
Anonymous · EMEA Buyside Analyst
14 May, 2025 • In Person
Their initiatives around education are without peer.
Financial Modeling and Investment
Anonymous · US Buy-Side LS Fund
14 May, 2025 • In Person
I can honestly say this class is the best class I've taken in my investment career.