Programmes designed for real financial situations
Choose the course that matches where you are now, not where you think you should be
Junior Financial Foundations
Children learn through doing. This programme turns pocket money into practice, teaching budgeting through scenarios they recognise: saving for something they want, splitting costs with siblings, understanding why video game prices change.
We cover earning, saving, spending priorities, basic interest concepts, and the difference between needs and wants. They'll leave with a budget tracker they designed themselves.
Teen Investment Bootcamp
Stock markets demystified for teenagers. We simulate portfolio building with real market data, explain compound growth using calculators they'll keep, and cover university funding strategies their parents probably haven't considered.
Topics include: how shares work, reading company performance, understanding risk, diversification basics, ISAs and Junior ISAs, cryptocurrency realities, and avoiding common investing mistakes.
Adult Financial Restructuring
For adults who earn but don't feel in control. We review your actual finances confidentially and build a personalised 12-month action plan covering debt management, savings acceleration, and investment basics.
You'll learn: emergency fund sizing, debt prioritisation strategies, automated saving systems, tax-efficient accounts, first investment steps, and how to review your plan quarterly.
Bring your bank statements. We'll show you where your money actually goes and how to redirect it.
Professional Portfolio Mastery
Advanced investment strategies for professionals who've mastered the basics but want to optimise. Tax efficiency, pension maximisation, property investment analysis, alternative assets, and portfolio rebalancing strategies.
We cover: capital gains tax planning, salary sacrifice optimisation, SIPP vs workplace pension decisions, buy-to-let mathematics, VCT and EIS schemes, and global diversification.
Small group format ensures individual portfolio review sessions.
Retirement Planning Intensive
For those who've saved but need a withdrawal strategy. Pension consolidation, drawdown planning, inheritance structuring, and healthcare cost forecasting. We model multiple scenarios based on your specific situation.
Topics include: state pension maximisation, private pension access rules, tax-efficient drawdown, inheritance tax mitigation, long-term care cost planning, and portfolio de-risking timelines.
Each participant receives a personalised retirement projection document.
Enrolment process
Select your programme above. You'll be directed to complete a brief form. We'll confirm your place within 48 hours and send joining instructions including location details, required materials, and preparation tasks.
Sessions run monthly with limited capacity. Most courses fill within two weeks of announcement.