Our Services
From individual consultations to group workshops, we offer flexible options to fit your learning needs and budget.
Individual Services
One-on-one guidance tailored to your specific situation and goals.
Financial Health Check
A comprehensive review of your current financial situation. We assess income, expenses, debts, and savings to identify opportunities and areas for improvement.
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Complete financial overview
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Written summary report
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Priority action recommendations
Budgeting Coaching
Learn to create and maintain a budget that works for your lifestyle. We build a personalised system you can sustain long after our sessions end.
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Three 60-minute sessions
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Custom budget template
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Email support between sessions
Debt Strategy Session
Understand your debts, compare repayment approaches, and create a clear plan to reduce what you owe systematically.
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Debt inventory analysis
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Repayment comparison calculator
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Prioritised action plan
Investment Fundamentals
Demystify investing basics: risk, diversification, different asset types, and how to think about long-term growth. Education, not advice.
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Two 60-minute sessions
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Investment concepts guide
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Risk assessment framework
Comprehensive Programme
Our most thorough offering: six sessions covering budgeting, debt, savings, and investment basics, plus ongoing support.
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Six 75-minute sessions
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Complete resource pack
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3 months email support
Follow-up Session
For returning clients: check progress, address new questions, and refine your approach based on what you've learned.
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Progress review
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Strategy adjustments
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New question resolution
Business Services
For small business owners, freelancers, and self-employed professionals.
Business Cash Flow Essentials
Understand your business finances: read cash flow statements, forecast income and expenses, and maintain healthy working capital without accounting jargon.
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Three 60-minute sessions
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Cash flow template
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Forecasting framework
Freelancer Financial Setup
Get your freelance finances organised from day one: income tracking, expense management, tax reserves, and sustainable pricing.
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Two 75-minute sessions
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Freelancer finance toolkit
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Pricing strategy guidance
Group Workshops
Interactive sessions for organisations, community groups, and teams.
Workplace Financial Wellness
Bring financial education to your team. We deliver engaging workshops on budgeting, savings, and pension awareness—tailored to your workforce.
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3-hour interactive session
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Printed workbooks for all
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Post-session resource pack
Community Financial Literacy
Designed for community organisations, charities, and local groups. Accessible financial education that meets people where they are.
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Flexible topics to suit needs
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Accessible materials
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Reduced rates for charities
Why These Services Work
Personalised Approach
No generic scripts. Every session addresses your specific circumstances, challenges, and goals. What works for someone else might not work for you.
Practical Focus
You leave with tools, templates, and action steps—not just information. Theory is useful, but application is what changes behaviour.
Ongoing Support
Questions don't stop when sessions end. Most packages include follow-up support so you're not left alone when new situations arise.
How It Works
Initial Contact
Reach out via email to describe what you're looking for. We'll respond within one working day to schedule a brief discovery call.
Discovery Call
A 15-minute conversation to understand your situation and goals. This is free and helps us recommend the right service.
Booking & Payment
Once you decide to proceed, we confirm dates and send payment details. Full payment is required before the first session.
Sessions Begin
Sessions are delivered online via video call, or in-person in London by arrangement. We send any preparation materials beforehand.
Frequently Asked Questions
We understand life happens. Reschedule with at least 48 hours notice and there's no fee. Less notice may incur a £25 rebooking charge, and no-shows forfeit the session.
Yes, for clients in Greater London. In-person sessions are held at our office near Chancery Lane or at a mutually agreed location. A travel fee may apply for locations outside central London.
For organisations booking multiple workshops or ongoing programmes, we offer tailored pricing. Get in touch to discuss your needs and we'll provide a custom quote.
Bank transfer is our primary method. For organisations, we can accommodate invoice-based payment with agreed terms. We don't currently accept card payments.
Full refunds are available if you cancel before your first session. After sessions begin, we offer credit toward future services rather than cash refunds, except in exceptional circumstances.
Absolutely. Many clients combine personal and business services, or start with a health check before committing to a longer programme. We're flexible.
Not Sure Which Service Fits?
Reach out and tell us about your situation. We'll help you identify the right starting point—no obligation, no pressure.
Get in Touch