For Beginners
Foundation Workshop
If you're starting from scratch or feel uncertain about basic money management, this is your entry point.
What you'll learn:
- Creating a realistic budget that actually works
- Tracking income and expenses effectively
- Building your first emergency fund
- Understanding where your money really goes
- Setting achievable short-term financial goals
Format: 2-hour workshop + workbook + 30-day email support
Investment:
£147
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Most Popular
Personal Finance Blueprint
Comprehensive guidance that covers everything from budgeting to investing. Our most complete offering.
What you'll learn:
- Advanced budgeting and cash flow management
- Strategic saving and emergency fund optimization
- Introduction to investing: stocks, bonds, and funds
- Debt reduction strategies and prioritization
- Tax-efficient savings and ISA strategies
- Building wealth over time
Format: 3 one-on-one sessions (90 min each) + personalized plan + 90-day support
Investment:
£397
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Intermediate
Investment Fundamentals
Ready to grow your wealth? Learn how investing actually works, without the intimidation.
What you'll learn:
- How stocks, bonds, and funds actually work
- Understanding risk and diversification
- ISAs, pensions, and tax-advantaged accounts
- Building a beginner investment portfolio
- Choosing between active and passive investing
- Avoiding common investment mistakes
Format: 2 sessions (2 hours each) + investment plan + resource library
Investment:
£267
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Specialized
Debt Freedom Programme
Strategic, judgment-free guidance to eliminate debt while building financial stability.
What you'll learn:
- Debt prioritization strategies (avalanche vs. snowball)
- Negotiating with creditors effectively
- Building emergency savings while paying down debt
- Avoiding new debt patterns
- Creating a personalized repayment timeline
- Rebuilding credit score
Format: 3 sessions + custom debt repayment plan + monthly check-ins (6 months)
Investment:
£327
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Planning
Retirement Planning Essentials
Demystify pensions, state benefits, and retirement savings to create a realistic roadmap.
What you'll learn:
- Understanding workplace and personal pensions
- State pension entitlements and projections
- How much you really need to retire comfortably
- Tax implications of pension withdrawals
- Bridging the gap between retirement age and state pension
- Maximizing employer contributions
Format: 2 sessions (2.5 hours each) + retirement roadmap + annual review
Investment:
£287
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Advanced
Tax Efficiency Session
Learn legitimate strategies to reduce your tax burden and keep more of what you earn.
What you'll learn:
- Understanding your tax bracket and allowances
- Maximizing ISA and pension tax benefits
- Capital gains tax planning
- Self-employment tax optimization
- Marriage allowance and other overlooked benefits
- Year-end tax planning strategies
Format: Single 3-hour intensive session + tax efficiency checklist
Investment:
£197
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