ShareSoc

MEMBER OFFERS

OFFERS FROM SHARESOC AND PARTNER ORGANISATIONS

Full (i.e. Subscribing Members) of ShareSoc can obtain discounts on a number of products or services from the organisations listed below.

Full members of ShareSoc should click here for details of how to claim these offers

Click on the logos to see further detail on the partner sites.

Provides access to the latest investment research for private investors.

The Offer: 10% discount off the list subscription price (or 20% effectively if you take the annual payment option).

Limitations: You can only claim a discount as a new subscriber.

Stockopedia provides comprehensive fundamental financial information on companies, a powerful stock screening service and discussion boards.

The Offer: 25% discount off the full price of any annual plan for the first year.

Limitations: You can only claim a discount as a new subscriber.

Mello runs professional investor events that allow individuals and private investors access to some of the UKs most exciting junior and small cap companies.

The Offer: Half-price single tickets to any MelloMonday event (excludes annual passes).

Andy Bell – founder of AJBell Youinvest – has generously offered ShareSoc a large number of copies of the latest edition of his classic book “The DIY Investor” issued in May this year.

We are offering these e-books FREE (worth over £12) to all full members of ShareSoc on a first come first served basis until supplies are exhausted.

SharePad is an all-in-one platform for private investors and traders, providing in-depth data on everything from shares, funds, ETFs and more across the UK, US and Europe. With your subscription you get live updates from UK Alliance News and RNS, and access to powerful stock screening and portfolio management tools. Live Pricing and UK LEVEL 2 is also available with SharePad Pro.

The Offer: 2nd month free if you haven’t subscribed to SharePad before. Plus standard no quibble money-back guarantee if not satisfied in first 30 days.

Real Worth Stocks is an investing service from ShareSoc member Stephen Gamble. Membership of the service provides you with a monthly stock pick trading below its intrinsic value, with an in-depth research report, in a monthly newsletter. Stephen does the deep work to help the investor with less time to do research. Stephen invests in his own picks in a model portfolio, which members have access to on the Real Worth Stocks website, where he publishes its performance and composition over time. Subscribers can also access the full library of previous stock picks and monthly newsletters.

The Offer: 25% discount on your first 6 months of membership.

See top of page for how to claim these discounts.

The small print: These offers are just one of a range of benefits obtainable from Membership of ShareSoc. Members need to evaluate the products/services that are offered themselves before purchasing them to ensure they meet their requirements. ShareSoc offers no warranty as to their fitness for purpose.

Group description:	Group focused on active investing, primarily in small / medium cap UK equities.
Meeting Type/Venue:	Zoom.
Meeting Frequency/Timing:	Monthly on Saturdays at 10am.

Group description:	We hold monthly in-person meetings with possible exceptions in August and December. Discussions are generally on the topic of investment strategy and potential companies of interest. Each member is expected to make an investment-related presentation approximately once a year.
Meeting Type/Venue:	We meet in a private room at a pub around 7 miles SW of Oxford. We usually each order a dish from the pub menu that is served during the meeting.
Meeting Frequency/Timing:	Meetings are in-person, monthly on the 4th Tuesday of the month at 7pm. Typical meetings last 2 to 2.5 hours.

Group description:	Our group is a broad church that contains investors of varying age and experience. We discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Our members backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. Discussions are robust and challenging but tend to be to be informal, and do not generally involve agendas, presentations or detailed preparation.
Meeting Type/Venue:	Our meetings are held on Zoom, although we are all based around London so try to meet centrally for lunch from time to time.
Meeting Frequency/Timing:	We meet every 2 months, generally midweek at 10.30am.

Group description:	Meeting once a month, our group covers a variety of investment styles. We also have an active WhatsApp group and we welcome new members.
Meeting Type/Venue:	Physical meetings at a venue in Preston, Hitchin, SG4.
Meeting Frequency/Timing:	Monthly on a Saturday at 10am (usually the last Saturday of the month).

Group description:	Experienced investors who have been members many years and newer members wanting to learn about investing. Members discuss portfolio content and reasons why they have certain assets and investments. Buys and sells discussed along with interesting shares being considered along with current issues in the market of local or international influence.
Meeting Type/Venue:	Physical face to face meetings held in a central pub in Easton in Gordano.
Meeting Frequency/Timing:	Usually monthly to 6 weekly, mid week 12 noon to 2pm with lunch.

Group description:	A small group whose primary interests are equity and Investment Trusts.
Meeting Type/Venue:	Currently meeting online using Skype. It is envisaged to have occasional meetings at member’s private houses in the future.
Meeting Frequency/Timing:	Meetings are held fortnightly on Tuesday mornings using Skype.

Group description:	A long-established group, however, we welcome new applications. Our meetings start at 10:15am with coffee and scones when members comment on their investment activities since the previous month. Generally, each member reports on a specific Company/IT/Fund e.t.c. This brings us to about 12:30pm when the meeting ends, and we have lunch.
Meeting Type/Venue:	In-person at a Golf Club in Belfast.
Meeting Frequency/Timing:	The group usually meets on the second Wednesday of the month, all year round, except in July and August when we have no meetings. Meetings commence at 10:15am and last 2-3 hours (including lunch).

Group description:	We are a friendly social group welcoming investors with all levels of experience. Our membership varies between those with little or no knowledge of investing to those who live off their investing or their portfolios. We do not invest as a group so there is no money on the table, and we never discuss individual worth; we simply discuss and share investing ideas, we analyse the state of the market, individual stocks, funds, trusts, bonds etc., and we invite contributions from all group members. Guest speakers and company presentations are a regular feature, as is the SIGnet competition and also our own long-term Manchester Portfolio. We invite members to volunteer presentations from time to time on particular topics of their interest / expertise. At each meeting members are asked to share their latest or potential buying and selling activity. Our face-to-face meetings are punctuated by a lunch break, and for those with the time there is socialising and drinks afterwards. Most of all we learn from each other.
Meeting Type/Venue:	The group meets through a combination of Zoom and face-to-face meetings at a central Manchester boardroom style venue.
Meeting Frequency/Timing:	Meets bi-monthly, 10am-3pm on Monday mornings, usually mid-month.

Group description:	The Leicester Square Group welcomes investors with all levels of experience, but all members are expected to contribute to our discussions. We discuss/analyse individual stocks, market trends and investment topics. Guest speakers are sometimes invited to address the group. At each meeting all members are asked to inform the group of what stocks or collective investments they’ve been buying or selling, or are considering buying or selling. A friendly and supportive discussion is encouraged. The meeting is punctuated by a lunch break, providing an opportunity to socialise. After the meeting, members may stay on for drinks and to socialise further.
Meeting Type/Venue:	Physical meetings at a central London venue
Meeting Frequency/Timing:	Meets bi-monthly, 11am-4pm on a weekday