Client stories

Feedback from traders who attended our workshops and coaching sessions.

I arrived with 47 AIM names and no idea how to prioritise them. Helen walked me through cutting the list to 28 with clear sector tags, then ranking by RS slope. My entries improved because I stopped trading the middle of the pack.
Sarah Connolly

RS Watchlist Workshop · York · March 2026

The sector rotation clinic made sense once Tom showed the ranking table for the March energy-to-financials shift. I had seen it on the news but missed it on my charts until then. Still wish we had more time on AIM sectors.
Mark Davies

Sector Rotation Clinic · Harrogate · May 2026

Coaching sessions keep me honest about my weekly review. Before, I would skip it when busy. Now I send my ranking table every other Sunday and Helen catches the names I am ignoring out of habit.
Rachel Nguyen

Private Coaching (8 sessions) · Sheffield · 2025–2026

As someone who trades FTSE 250 mid-caps, the RS line method against the FTSE 350 felt slightly mismatched at first. Adjusting the benchmark to a sector index fixed that — worth asking about during the workshop Q&A.
Andrew Forsyth

RS Watchlist Workshop · Edinburgh · January 2026

Clear handouts, no upselling, and the workbook templates are genuinely useful. The lunch break was short but the afternoon ranking exercise was the best part of the day.
Emma Clarke

RS Watchlist Workshop · Thirsk · June 2026

Three months of coaching helped me build a consistent Sunday routine. I rank 22 names in about 35 minutes now. The first month was slower — expect a learning curve if your watchlist is messy.
Chris O'Brien

Private Coaching · Leeds · 2026

Extended case: rebuilding a mining watchlist

Mining sector stock chart with RS overlay

Client: James Whitfield, swing trader, Leeds

Session: Relative Strength Watchlist Workshop + 4 coaching sessions

James maintained a 38-name mining and commodities watchlist but entered trades based on breakouts rather than RS rank. During the workshop he restructured the list into three sub-groups: large-cap miners, mid-cap explorers, and commodity ETFs.

Plotting RS lines revealed that his breakout entries often came from names ranked 15th–20th by RS momentum — middle performers with attention-grabbing price spikes but weak relative strength. Over four coaching sessions he refined a rule: only consider entries from names ranked in the top five of their sub-group with rising RS slopes.

James reports his trade count dropped from roughly twelve per month to five, with fewer whipsaw exits. He continues the weekly ranking routine independently and returns for occasional coaching refreshers.