The Escape Manual

The Escape Manual is my detailed “how to” guide to personal finance and investing.

When you sign up you get access to a private website plus the option of one to one financial coaching.

So members get the best personal finance content, updated and added to regularly. You can see the topics covered below 👇

It’s more than a website. You also get to talk to the author (me), ask questions and get the benefits of one-to-one financial coaching.

It’s good to talk: people learn best with a mixture of reading, discussion and encouragement. So the annual membership includes one to one coaching time over Zoom included in the price.

You get to speak to someone experienced with a deep financial services background who is on your side and has no interest in selling you product. No commissions, no catches, no tricks.

I have a degree in economics, I’m a qualified chartered accountant and I worked at a senior level in corporate finance over 20 years (reaching partner / MD level)…whilst managing my own portfolio and finances to financial independence.

The Escape Manual will help you cut through the noise, make things simpler and help you stay on track.

It will help you avoid pitfalls and help you avoid the obscene costs that you may currently be getting charged.

Subscribers get to ask me questions, suggest topics and talk to me direct. There is also a private Facebook discussion group.

The Escape Manual is an information and coaching service and is not regulated financial advice. I won’t make product recommendations. You stay in charge of your own money and make your own decisions.

The Escape Manual will help you learn how to manage your own money. The earlier you are on your journey, the more value you will get from it over a lifetime of investing and compounding.

Option 1 : Annual membership : all the private content plus 2 hours coaching

This is an annual subscription and the cost is £400 per year (equivalent to £33.33 per month). This includes 2 hours of one to one coaching time over Zoom plus access to all of the articles, spreadsheets and charts on The Escape Manual.

I’m flexible how you take the 2 hours (e.g. 1 x 2hr session or 2 x 1hr sessions or 4 x 30m) and when you take it within the subscription period.

Once you are a member, you can then buy extra top up time at a reduced rate of £100 per hour if you need it.

The payment is processed securely by Paypal. To pay, click here or on the Paypal button below 👇

Option 2 : Annual membership : just the written content

This is an annual subscription to all of the articles, spreadsheets and charts on The Escape Manual and the cost is £150 per year (equivalent to £12.50 per month).

This option does not include coaching time over Zoom (this can be added separately later).

The payment is processed securely by Paypal. To pay, click here or on the Paypal button below 👇

Option 3 : Single coaching session

This is a single one hour financial coaching session over Zoom and the cost is £160.

This option does not include access to the written content on The Escape Manual (this can be added separately later if required).

This is a one-time payment and does not renew automatically.

The payment is processed securely by Paypal. To pay, click here or on the Paypal button below 👇

How do I renew?

Under Options 1 and 2, your subscription will renew automatically each year until cancelled. There is no long-term contract and you can cancel the subscription yourself anytime via your Paypal account.

What will the subscription fee be when it renews?

Your subscription will automatically renew at the same price at which you originally signed up. So by subscribing now you avoid future price rises. The sooner you join, the lower the price you lock in.

To join as a subscriber, please pay using the Paypal links above and then email me on

I look forward to speaking with you!

Barney Whiter

Important regulatory notice: I don’t give regulated investment, tax or legal advice. I never try to sell you anything.  I don’t give product recommendations. You have to make your own decisions. In short, its about teaching people to “fish” rather than selling them fish.

Contents of The Escape Manual:

  • Investment update : May 2022
  • How to create a one page Financial Plan
  • Interview technique : how to land job offers
  • Planting Seeds, Cultivating Patience and Reducing Portfolio Churn
  • How To Sell Your Business
  • You can’t cure money worries with more money alone
  • Before you buy your “dream home” you should at least read this
  • Buy To Let property versus stockmarket investing
  • How to earn interest on Crypto
  • An Investors Strategy for Crypto
  • My Crypto Portfolio : what I own and why
  • Using Expected Value to make better decisions
  • The Promotion Toolkit
  • An Index Fund for Crypto?
  • Is the stockmarket in a bubble? The bull case versus the bear case (August 2021)
  • Is holiday property a good investment?
  • The Importance of Lengthening Your Time Horizon
  • What You Need to Know About Tax
  • How Much Is Enough?
  • How to get exposure to Silicon Valley venture capital
  • How to gain diversified crypto exposure
  • Alternative asset allocation models
  • The Investment Case for Crypto
  • Choosing a Bond Fund
  • The True Cost of Inflation
  • A Beginners Guide to Crypto
  • The Two Models of Retirement Drawdown
  • International investing for expats
  • Getting started (when nervous about investing)
  • 3 Important Ways to Analyse a Portfolio
  • Investing via a Limited Company
  • Making Money From Your House
  • The Art of Wealth Preservation
  • Choosing from the best Global Equity Index trackers
  • The economics of car ownership
  • Dividends and the differences between income and accumulation units
  • How worried should you be when the stockmarket goes down?
  • What if your broker / platform / fund manager goes bust?
  • The Importance of % Savings Rate (includes interactive spreadsheet)
  • Shock absorbers: cash, bonds, gold and more
  • The balance between pensions, ISAs and other savings pots
  • Employee Share Schemes
  • Follow through = Clarity + Implementation + Accountability
  • Everything you need to know about Self-Invested Personal Pensions (SIPPs)
  • Investment platforms and transfers
  • What you need to know about insurance
  • Choosing your asset allocation
  • How to save for a deposit on a house / flat
  • Buy to let property versus stockmarket investing
  • Exchange Traded Funds versus Traditional Funds
  • The basics of your financial plan
  • What to do with an inheritance, bonus or other windfall
  • Measuring your financial progress (includes example spreadsheet)
  • Mortgage paydown vs Investing
  • Understanding your workplace pension
  • Everything you need to know for your emergency fund

One comment

  1. An amazing collection. Barney’s writing and work is insightful, memorable and enlightening teaching.

    Before I signed up, I wondered whether it would be valuable enough to justify the investment.

    Just a few weeks in, I have no doubt: it is fantastically useful to draw on Barney’s deep expertise and wisdom built up over decades in finance and a decade of financial independence. Amazing diagrams, amazing thinking. I’ve learned loads. The J-curve! Runway! The ice sculpture! North star asset allocation! Engines and shock absorbers! Harvesting! The meteorite test! Never leave free money on the table! Grow wealth while you sleep. Ditch martyr syndrome. Become financially bombproof!

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: