Our Services
Practical financial guidance tailored to where you are now and where you want to be.
Core Services
Each service can be taken individually or combined based on your needs. Pricing reflects the depth of work involved and typical number of sessions.
Financial Health Assessment
A comprehensive review of your current financial situation including income, expenses, assets, debts, and existing plans. You receive a detailed report with prioritised recommendations.
Personal Budget Development
Work with a consultant to build a realistic spending plan that accounts for your lifestyle, goals, and irregular expenses. Includes templates and tracking systems.
Debt Elimination Programme
Structured support to create and execute a debt payoff strategy. We analyse your obligations, optimise payment order, and help you stay motivated through the process.
Emergency Fund Building
Guidance on establishing and growing your financial safety net. We help determine the right target amount and create a savings plan that fits your budget.
Investment Fundamentals Course
Learn core investment concepts including asset classes, risk assessment, portfolio basics, and how to evaluate options. No product sales—just knowledge.
Retirement Planning Workshop
Understand pension options, project future needs, and develop a strategy for building retirement security. Suitable for any career stage.
Freelancer Finance Setup
Establish proper systems for managing irregular income, separating business and personal finances, planning for taxes, and building business reserves.
Couples Financial Alignment
Facilitated sessions helping partners develop shared financial goals, fair contribution systems, and productive money conversations.
Ongoing Financial Coaching
Regular check-ins to review progress, address challenges, and adjust plans as circumstances change. Accountability and support throughout your journey.
Why Invest in Financial Education
Lasting Knowledge
Unlike products that expire or become outdated, financial skills serve you for life. The principles you learn apply across changing circumstances.
Compounding Returns
Better financial decisions compound over time. Small improvements in savings rates or debt management create significant differences over years and decades.
Reduced Stress
Financial anxiety affects sleep, relationships, and work performance. Clarity and control over your money reduces stress in ways that benefit your entire life.
Time Savings
Stop spending hours researching conflicting advice online. Professional guidance gives you a clear path forward, freeing time for what matters to you.
How Our Process Works
What to expect when you work with us.
Initial Conversation
We start with a free 20-minute call to understand your situation and goals. This helps us determine which services would be most valuable and whether we are a good fit.
Information Gathering
Before your first full session, we send a questionnaire to collect relevant financial information. This preparation ensures we use session time effectively.
Working Sessions
Sessions are typically 60-90 minutes, conducted in person at our London office or via video call. We work through material together, addressing your specific questions and circumstances.
Action Items
Each session ends with clear next steps for you to complete before our next meeting. These assignments put learning into practice and build momentum.
Follow-Up Support
Between sessions, you can reach us via email for clarifications or quick questions. We are here to help you succeed, not just during scheduled appointments.
Service Comparison
Find the right starting point based on your current priorities.
| If You Are... | We Recommend | Starting Price |
|---|---|---|
| Unsure where to begin | Financial Health Assessment | £350 |
| Living pay cheque to pay cheque | Personal Budget Development | £275 |
| Drowning in debt | Debt Elimination Programme | £450 |
| Starting to save for the future | Emergency Fund Building | £175 |
| Curious about investing | Investment Fundamentals Course | £525 |
| Planning for retirement | Retirement Planning Workshop | £400 |
| Self-employed or freelancing | Freelancer Finance Setup | £375 |
| Managing money as a couple | Couples Financial Alignment | £425 |
Client Results
Real outcomes from people who have completed our programmes.
The debt programme helped me pay off £18,000 in credit card debt in 14 months. I thought it would take five years. Having a clear strategy and someone checking in made all the difference.
I always thought investing was for rich people or finance experts. The fundamentals course showed me that ordinary people can build wealth too. I started my ISA the week after finishing.
Running a small consultancy meant constant cash flow anxiety. The freelancer programme helped me set up systems that make irregular income manageable. I actually feel in control now.
Service FAQs
Absolutely. Many clients work through several services over time. We often recommend starting with the Financial Health Assessment to identify priorities, then progressing to specific programmes. Package discounts are available when booking multiple services together.
We understand that schedules change. Sessions can be rescheduled with 24 hours notice at no charge. Late cancellations or no-shows may be counted as a completed session.
Yes. For programmes of four sessions or more, we offer the option to split payment across the duration of the programme. This makes services accessible without requiring full upfront payment.
Your satisfaction matters. If after your first paid session you feel the service is not right for you, we offer a full refund. Beyond the first session, we work with you to address concerns and adjust our approach if needed.
Most clients schedule sessions weekly or fortnightly, meaning a 4-session programme typically spans 4-8 weeks. We can accelerate or slow the pace based on your availability and how quickly you want to progress.
All prices shown are inclusive of VAT where applicable. You will receive a detailed invoice for your records.
Ready to Get Started?
Book a free 20-minute consultation to discuss your goals and find the right service for you.
Schedule a Consultation