Financial Education Services
Practical guidance tailored to your specific needs and goals
Personal Budget Planning
£75 - £150
Work with an educator to create a realistic budget that accounts for your income, fixed expenses, variable spending, and savings goals. Includes a personalised spending tracker template.
Debt Reduction Strategy
£120 - £200
Analyse your existing debts, understand the true cost of each, and develop a structured payoff plan. We cover prioritisation methods, negotiation tactics, and credit rebuilding basics.
Emergency Fund Workshop
£85
Learn how to calculate your ideal emergency fund size, where to keep it, and strategies for building it even when money is tight. Includes automation setup guidance.
Investment Fundamentals Course
£150 - £275
Demystify stocks, bonds, funds, and other investment vehicles. Understand risk, diversification, and how to evaluate options without needing a finance degree.
ISA and Tax-Efficient Saving
£95 - £160
Navigate the UK ISA landscape, understand contribution limits, and learn how to maximise tax advantages. Covers Cash ISAs, Stocks and Shares ISAs, and Lifetime ISAs.
Pension Education Session
£130 - £220
Understand workplace pensions, personal pensions, and the State Pension. Learn to read pension statements, evaluate contribution levels, and project retirement income.
Retirement Planning Roadmap
£200 - £350
Comprehensive planning for your post-work years. Calculate what you will need, assess your current trajectory, and identify adjustments to reach your goals.
First Home Buyer Preparation
£110 - £180
Understand deposits, mortgage types, affordability calculations, and hidden costs. Get ready for the home-buying process with clear financial preparation.
Self-Employment Finance Basics
£140 - £240
Navigate the financial challenges of working for yourself. Covers tax obligations, irregular income management, pension options, and separating business from personal finances.
Couples Financial Alignment
£175 - £280
For partners who want to get on the same page about money. Address different spending styles, create shared budgets, and plan for joint financial goals.
Financial Fresh Start
£160 - £250
For those recovering from financial setbacks such as job loss, divorce, or illness. Assess your current position and create a realistic path forward without judgement.
Corporate Wellness Programmes
From £500
Bring financial education to your workplace. Group sessions covering budgeting, pensions, and debt management. Customised content for your employee demographics.
Why Choose Our Services
How Our Process Works
From initial contact to lasting financial confidence.
Initial Enquiry
Reach out via email with a brief description of what you are looking for. We will respond within one business day to discuss your needs.
Consultation Call
A brief call to understand your situation, answer your questions about our services, and recommend the right option for you.
Preparation
Before your session, we send any relevant worksheets or request information that will help us make the most of our time together.
Education Session
Your scheduled session, either in-person or via video call. Interactive, personalised, and focused on your specific goals.
Action Plan
You leave with a clear set of next steps, relevant resources, and any templates or tools discussed during the session.
Follow-Up Support
For 30 days after your session, reach out via email with any questions as you put your new knowledge into practice.
Service Comparison
Find the right fit for your situation.
| Service | Best For | Duration | Starting Price |
|---|---|---|---|
| Budget Planning | Anyone wanting spending clarity | 60-90 minutes | £75 |
| Debt Reduction | Those carrying multiple debts | 90-120 minutes | £120 |
| Emergency Fund Workshop | Building financial resilience | 60 minutes | £85 |
| Investment Fundamentals | New to investing | 2-3 hours | £150 |
| ISA Education | Maximising tax efficiency | 60-90 minutes | £95 |
| Pension Education | Understanding retirement savings | 90-120 minutes | £130 |
| Retirement Planning | Comprehensive retirement prep | 3-4 hours | £200 |
| First Home Preparation | Aspiring homeowners | 90 minutes | £110 |
| Self-Employment Basics | Freelancers and contractors | 2 hours | £140 |
| Couples Alignment | Partners managing money together | 2-2.5 hours | £175 |
Not Sure Which Service You Need?
That is completely normal. Financial situations are complex, and it is not always clear where to start.
Send us an email describing your situation and goals. We will suggest the most relevant service, or let you know if a combination makes more sense. There is no obligation, and we will never push you toward a more expensive option if a simpler one will do.
Get in TouchService Questions
We provide education, not advice. A financial adviser might tell you to put £500 per month into a specific pension fund. We teach you how pensions work, what to look for, and how to evaluate your options so you can make that decision yourself or have a more informed conversation with an adviser.
Absolutely. Many clients combine services, for example budget planning with debt reduction, or ISA education with investment fundamentals. We offer a 15% discount when you book three or more services together.
Life happens. We ask for at least 48 hours notice if you need to reschedule. With that notice, there is no penalty. Less than 48 hours may incur a small rescheduling fee depending on circumstances.
For services over £200, we can split payment into two instalments. The first is due when booking, and the second before your session. We want financial education to be accessible, so please talk to us if cost is a barrier.
We use a secure video conferencing platform. You will receive a link before your scheduled session. All you need is a computer or tablet with a camera and microphone. We can share screens to review documents or demonstrate concepts in real-time.
Ready to Improve Your Financial Understanding?
Take the first step toward financial confidence. Reach out to discuss which service matches your needs.
Contact Us Today