Our Services
Programmes designed to build lasting financial capability
Personal Finance Programmes
For individuals seeking to strengthen their relationship with money
Financial Foundations Workshop
A comprehensive half-day session covering budgeting, savings strategies, debt management, and building an emergency fund. Suitable for anyone wanting to establish solid financial habits.
£195
Understanding Credit and Debt
Focused three-hour session on how credit works, managing existing debt effectively, improving credit scores, and making informed borrowing decisions.
£125
Investment Essentials
Full-day introduction to investing: shares, bonds, funds, ISAs, and pensions explained clearly. Learn to assess risk, understand diversification, and build long-term wealth.
£345
Retirement Planning Intensive
Full-day workshop covering pension types, state pension, contribution strategies, retirement income planning, and making the most of tax-advantaged accounts.
£375
One-to-One Financial Coaching
Personalised sessions addressing your specific situation. Review your finances, set goals, create action plans, and receive ongoing support as you implement changes.
£150 per hour
Complete Personal Finance Programme
Four-session comprehensive programme covering budgeting, debt, investing, and retirement planning. Includes workbook materials and one follow-up consultation.
£895
Business Finance Programmes
For entrepreneurs and managers who need financial fluency
Financial Statements Decoded
Full-day workshop teaching you to read and interpret balance sheets, profit and loss statements, and cash flow statements. Essential for business owners and managers.
£395
Cash Flow Mastery
Intensive full-day session on forecasting cash needs, managing receivables and payables, planning for seasonal fluctuations, and avoiding cash crunches.
£425
Pricing and Profitability
Half-day workshop on understanding your costs, setting profitable prices, break-even analysis, and identifying which products or services actually make money.
£275
Budgeting for Growth
Full-day programme on creating meaningful business budgets, tracking performance against plan, and using financial data to guide growth decisions.
£395
Business Finance Fundamentals
Comprehensive two-day programme covering financial statements, cash flow, pricing, budgeting, and KPIs. Ideal for new business owners or managers moving into P&L responsibility.
£725
Business Financial Health Check
One-to-one consultation reviewing your business finances. Identify strengths, weaknesses, and specific actions to improve financial performance.
£350
Corporate Training
Customised programmes delivered at your premises
Finance for Non-Finance Managers
One or two-day programme giving managers the financial literacy to participate meaningfully in budget discussions, understand reports, and make better decisions.
From £2,400 per day
Financial Leadership Programme
Multi-session programme for senior managers covering strategic financial planning, investment appraisal, and communicating financial information to stakeholders.
From £8,500
Team Financial Awareness
Half-day sessions helping all staff understand how their work connects to financial performance. Builds engagement and cost awareness across the organisation.
From £1,200 per session
Bespoke Programme Development
Every organisation has unique challenges. We can design programmes using your actual data, focusing on the specific financial skills your team needs.
Recent examples include sector-specific training for healthcare organisations, financial fundamentals for creative agencies, and P&L management for retail managers.
Corporate programmes include pre-training assessment, customised materials, and post-training follow-up to ensure learning translates to practice.
Programme Comparison
Find the right fit for your needs
| Programme Type | Duration | Group Size | Best For | Starting Price |
|---|---|---|---|---|
| Half-Day Workshop | 3-4 hours | Up to 12 | Focused skill building | £125 |
| Full-Day Workshop | 6-7 hours | Up to 12 | Comprehensive topic coverage | £345 |
| Multi-Session Programme | 2-4 sessions | Up to 12 | Deep learning with practice time | £725 |
| One-to-One Coaching | Flexible | Individual | Personalised guidance | £150/hour |
| Corporate On-Site | Custom | Custom | Team training with your data | £1,200 |
How Booking Works
Initial Conversation
Contact us to discuss your goals. We will ask about your current knowledge level, specific challenges, and what outcomes matter most to you.
Recommendation
Based on our conversation, we suggest the most appropriate programme. For corporate clients, this may include a proposal for customised content.
Scheduling
Choose dates that work for you. Public workshops run on fixed schedules. Private sessions and corporate training are scheduled at your convenience.
Preparation
You receive pre-session materials and any preparation guidance. For some programmes, this includes a brief questionnaire so we can tailor examples.
What You Get
Comprehensive Materials
Workbooks, templates, and reference guides you keep and use long after the session ends.
Follow-Up Support
Email support for questions that arise after training. Implementation is where learning becomes valuable.
CPD Certification
Certificate of completion for CPD records. Recognised by professional bodies and employers.
Small Groups
Maximum twelve participants ensures individual attention and space for your questions.
Service Questions
All fees include tuition, comprehensive workbooks and materials, refreshments during sessions, and post-training email support. Corporate on-site fees include travel within Greater London; travel outside London may incur additional costs.
Yes. Organisations booking multiple sessions receive volume discounts. Individuals enrolling in multi-session programmes pay less than booking equivalent workshops separately. Contact us for specific pricing.
Cancellations more than 14 days before a session receive a full refund. Cancellations between 7-14 days receive a 50% refund or can reschedule to another date. Less than 7 days notice is non-refundable but you may transfer your place to a colleague.
Yes. We offer hybrid delivery options. Some programmes work well fully online; others benefit from in-person interaction. We will recommend the best format based on the specific programme and your team's situation.
Public workshops typically fill 3-4 weeks ahead. Corporate training requires 2-4 weeks minimum for proper preparation and customisation. One-to-one coaching can often be arranged within 1-2 weeks depending on availability.
Find the Right Programme
Not sure which service fits your needs? Get in touch for a no-obligation conversation about your goals and we will recommend the best path forward.
Discuss Your Needs