Our Services
Practical financial education tailored to your unique situation and goals.
Personal Budget Creation
£120Learn to build a realistic budget that aligns with your income and lifestyle. We'll help you identify spending patterns and create a sustainable plan you can actually stick to.
Debt Reduction Planning
£180Develop a comprehensive strategy to eliminate debt faster. We'll analyze your debts, explain repayment methods, and create a prioritized action plan.
Emergency Fund Workshop
£95Build financial resilience with a properly sized emergency fund. Learn how much you need, where to keep it, and how to build it systematically.
Investment Fundamentals Education
£250Understand the basics of investing including stocks, bonds, index funds, and retirement accounts. Learn how to start investing with confidence.
Savings Strategy Consultation
£150Maximize your savings potential through automated systems, high-yield accounts, and behavioral techniques that make saving effortless.
Credit Building & Repair Guidance
£135Learn how credit scores work and strategies to improve yours. Understand credit reports, dispute errors, and build positive credit history.
Retirement Planning Basics
£200Understand pension options, calculate retirement needs, and create a realistic savings plan for your retirement years.
Family Financial Planning
£220Navigate the complexities of family finances including childcare costs, education savings, and coordinating finances with a partner.
Small Business Owner Finance Essentials
£280Learn to separate business and personal finances, manage cash flow, and plan for tax obligations as a business owner.
Comprehensive Financial Review
£300Get a complete assessment of your current financial situation with personalized recommendations for improvement across all areas of your financial life.
What's Included in Every Service
Personalized Approach
No generic templates. Every recommendation is based on your specific situation.
Educational Materials
Take-home resources and tools you can reference long after your session.
Action Plans
Clear, step-by-step instructions for implementing what you've learned.
Follow-Up Support
Email support for questions that arise as you implement your plan.
How to Choose the Right Service
What to Expect
Initial Contact
Reach out via email to schedule your session. We'll send you a brief questionnaire to understand your needs.
Preparation
Gather basic financial information before the session. Don't worry if it's not perfectly organized.
Your Session
Meet with an educator who will explain concepts clearly and answer all your questions.
Action Plan
Leave with a clear, written plan and resources to implement what you've learned.
Implementation
Put your plan into action. We're available via email if questions arise.
Follow-Up
Schedule additional sessions as needed to address new challenges or adjust your strategy.
Service Questions
Most services are delivered in 90-minute sessions. The Comprehensive Financial Review includes two 90-minute sessions scheduled a week apart.
Absolutely. Many clients start with one service and add others as their needs evolve. We can discuss a multi-service package during your initial consultation.
Yes. All our services are available both in-person at our London office and remotely via secure video call.
Every service includes two weeks of email support. If you need ongoing assistance, we can schedule follow-up sessions or discuss a longer-term arrangement.
If you're not satisfied with your session, let us know within seven days and we'll either provide a complimentary follow-up session or issue a full refund.
Payment is due at the time of booking via bank transfer or major credit cards. We'll send you an invoice with payment instructions.
Yes. Couples are welcome to attend sessions together at no additional cost. In fact, we encourage it for services like Family Financial Planning.
Contact us and describe your situation. We'll recommend the most appropriate starting point based on your current needs and goals.
Ready to Get Started?
Choose the service that fits your needs and take the first step toward financial confidence.
Contact Us