Our Services
Practical financial education designed for real life, not textbooks.
Each service is built around a core principle: understanding matters more than memorising. We don't give you lists of facts. We help you develop the framework for making sound financial decisions.
Financial Foundations
£147.50
This is where everyone should start. We cover budgeting, saving strategies, and debt management in a way that actually works with how people live.
You'll learn how to track what matters without becoming obsessed with spreadsheets. How to build savings without feeling deprived. How to tackle debt systematically instead of hoping for the best.
What's included: Three one-to-one sessions, personalised budget template, debt payoff calculator, and ongoing email support for one month.
Investment Basics
£279.00
Investing intimidates people because it's deliberately made to sound complicated. We strip away the nonsense and focus on what actually matters for long-term wealth building.
You'll understand different investment types, how to assess risk, and how to build a portfolio that matches your goals. No get-rich-quick schemes. No assumptions that you have thousands to invest immediately.
What's included: Four sessions covering investment fundamentals, risk assessment tools, portfolio planning framework, and three months of follow-up support.
Personal Finance Strategy
£485.75
This is our comprehensive service. We work together to build a complete financial plan tailored to your specific circumstances and goals.
Whether you're planning for a house deposit, managing a pay rise, or preparing for a career change, we create a strategy that accounts for your reality. Not theory. Your actual life.
What's included: Six detailed sessions, complete financial plan documentation, customised tracking tools, priority email support, and quarterly check-ins for six months.
Pension Planning
£312.25
Pensions are confusing by design. We make them understandable. You'll learn how different pension types work, what your options are, and how to make decisions that serve your retirement goals.
This isn't about selling you a pension product. It's about helping you evaluate what you already have and understand what you might need.
What's included: Four focused sessions, pension comparison framework, retirement calculator, personalised recommendations, and two months of support.
Tax Efficiency Review
£223.00
Most people overpay tax simply because they don't understand the allowances and reliefs available to them. We review your situation and identify opportunities to reduce your tax burden legally.
This service pays for itself. Usually several times over.
What's included: Three sessions reviewing your tax position, ISA and allowance strategy, clear action plan, and one month of implementation support.
Mortgage Preparation
£198.50
Getting mortgage-ready means more than saving a deposit. We help you understand what lenders look for, how to improve your position, and what to expect from the process.
Knowledge here translates directly into better rates and less stress during what should be an exciting time.
What's included: Three sessions covering mortgage basics, credit score optimisation, deposit strategies, and personalised preparation timeline.
Not sure which service fits?
That's completely normal. Get in touch via our contact page and we can discuss which option makes most sense for where you are right now.