About Us
A dedicated team turning financial complexity into practical capability
Our Story
We launched in 2011 from a small office in Clerkenwell. Our founder, after twenty years in corporate finance, noticed a pattern: brilliant people, capable of running complex operations, would freeze when financial discussions began. Not because they lacked intelligence, but because no one had ever taught them the fundamentals in a way that stuck.
The first workshops were informal gatherings. Word spread. Requests came from small business owners, then HR departments at larger firms wanting their managers to be more financially literate. What began as a side project became a focused practice.
Today we occupy proper offices near Old Street, maintain a team of six educators, and have worked with organisations ranging from three-person startups to FTSE-listed companies. The mission remains unchanged: make financial knowledge accessible and actionable.
What Guides Us
These principles shape every workshop, consultation, and client relationship
Clarity Over Complexity
If we cannot explain something simply, we have not understood it well enough. Financial education should illuminate, not intimidate.
Practical Application
Theory matters only when it changes behaviour. Every session ends with specific actions participants can implement immediately.
Honest Assessment
We tell clients what they need to hear, not what might sell another workshop. Sometimes the answer is simple, and we say so.
Lasting Capability
Our goal is independence, not dependence. Successful training means you no longer need us for the basics.
Respect for Time
Your time has value. Sessions start promptly, run efficiently, and focus on material that matters to your situation.
Continuous Learning
Regulations change. Markets shift. We maintain our own education so what we teach remains current and relevant.
Our Team
Experienced professionals who combine deep expertise with genuine enthusiasm for teaching
Eleanor Whitfield
Founder & Lead Consultant
Former CFO with experience across manufacturing, retail, and professional services. Twenty-five years making finance accessible to non-finance professionals.
James Okonkwo
Senior Financial Educator
Background in management accounting and adult education. Specialises in business cash flow programmes and financial statement interpretation.
Sarah Pemberton
Personal Finance Specialist
Qualified financial planner who pivoted to education. Leads our personal finance workshops with particular focus on retirement planning and debt management.
Michael Kapoor
Corporate Training Lead
Designs and delivers our corporate programmes. Previously trained financial analysts at investment banks, now enjoys teaching non-specialists.
Our Journey
Key moments that have shaped who we are
Foundation
Started with evening workshops in a borrowed meeting room. Eight participants in our first session, all referrals from former colleagues.
First Corporate Client
A technology firm hired us to train their entire management team. The programme ran over three months and generated substantial word-of-mouth.
Team Expansion
Brought on our second full-time educator. Moved to dedicated office space near Old Street to accommodate growing demand.
1,000 Professionals Trained
Reached our first major milestone. Client mix had grown to include non-profits, healthcare organisations, and creative agencies.
Hybrid Delivery Launch
Adapted our workshops for remote delivery without losing the interactive, practical elements that define our approach.
Current Day
Six educators, over 2,400 professionals trained, 180 corporate partnerships. Still driven by the original mission.
Recognition and Standards
CPD Accredited
Our programmes carry Continuing Professional Development accreditation, valued by employers and professional bodies.
Quality Assured
Regular programme reviews and participant feedback analysis ensure our content remains effective and current.
Data Protected
Fully GDPR compliant. Client financial information used in bespoke training is handled with strict confidentiality.
Professionally Insured
Professional indemnity insurance provides additional assurance for corporate clients engaging our services.
The greatest financial skill is not prediction. It is understanding enough to make sound decisions under uncertainty.
Work With Us
Whether you represent an organisation seeking team training or you are an individual looking to strengthen your financial foundations, we would welcome a conversation.
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