Our Educational Programmes

Each programme addresses specific aspects of financial management. Select based on your current priorities and learning goals. All sessions include practical exercises and follow-up materials supporting continued application.

Foundation Workshop Series

£247.50

Six evening sessions covering essential money management skills. Designed for those beginning their financial education journey or seeking to strengthen fundamental competencies.

Topics covered:

• Creating functional budgets that reflect actual spending patterns
• Debt management strategies and prioritization frameworks
• Building emergency funds and short-term savings
• Understanding credit scores and reports
• Basic principles of interest and compound growth
• Setting realistic financial goals and tracking progress

Format: Six weekly sessions, 2 hours each, small group setting

Investment Fundamentals Course

£435.00

Comprehensive eight-week programme exploring investment concepts, asset classes, and long-term planning. Suitable for those with basic financial literacy seeking to understand investment options.

Curriculum includes:

• Overview of stocks, bonds, funds, and alternative investments
• Risk assessment and personal risk tolerance evaluation
• Portfolio construction principles and diversification
• Understanding fees, taxes, and their impact on returns
• Retirement account structures and tax advantages
• Market cycles, volatility, and long-term perspective
• Common investment mistakes and how to avoid them
• Developing a personal investment strategy aligned with goals

Format: Eight weekly sessions, 2.5 hours each, interactive discussions

Personal Finance Strategy Session

£125.00

Individual consultation examining your specific financial situation. We analyze current practices, identify improvement opportunities, and develop actionable recommendations tailored to your circumstances.

Session structure:

• Review of current income, expenses, and cash flow patterns
• Assessment of existing savings, debt, and investment positions
• Discussion of short-term and long-term financial objectives
• Identification of specific challenges or knowledge gaps
• Development of prioritized action steps with clear next moves
• Resource recommendations for continued learning

Format: 90-minute individual session, confidential setting

Retirement Planning Workshop

£185.00

Focused four-session series addressing retirement preparation. Covers pension schemes, tax considerations, projection calculations, and transition planning for those approaching or in mid-career.

Key areas:

• Understanding workplace and personal pension options
• Calculating realistic retirement income needs
• Maximizing tax relief on pension contributions
• State pension entitlements and claiming process
• Bridging income gaps before full retirement age
• Healthcare and long-term care cost planning

Format: Four weekly sessions, 2 hours each, age 40+ focus

Small Business Finance Basics

£325.00

Six-session course for self-employed individuals, freelancers, and small business owners. Addresses the unique financial management challenges of running your own enterprise.

Programme covers:

• Separating personal and business finances effectively
• Cash flow management for irregular income
• Tax obligations, deductions, and self-assessment process
• Pricing services appropriately for profitability
• Record-keeping systems and basic accounting principles
• Managing business expenses and overhead
• Planning for taxes, holidays, and quiet periods
• Pension and insurance considerations for self-employment

Format: Six weekly sessions, 2 hours each, practical focus

Financial Literacy for Young Adults

£165.00

Four-session introduction to money management for those in their late teens to mid-twenties. Covers essential skills often missing from formal education.

Core topics:

• Building your first budget on entry-level income
• Understanding payslips, taxes, and National Insurance
• Student loan repayment mechanics and strategies
• Credit cards, overdrafts, and building credit history responsibly
• Renting considerations and housing costs
• Starting workplace pensions and compound growth benefits
• Avoiding common early-career financial mistakes

Format: Four sessions over two weeks, 1.5 hours each, ages 18-28