Our Courses
Practical financial education for every stage of your journey
Each course is designed to deliver immediate, practical value. No filler, no unnecessary theory — just skills and knowledge you can apply to your financial life right away. All courses include workbooks, digital resources, and lifetime access to refresher materials.
Budgeting Essentials
£195The foundation everything else builds upon. Learn to track spending, create a budget that reflects your actual life, and develop systems that keep you on track without constant willpower.
What You'll Learn
- Understanding where your money actually goes
- Creating categories that match your lifestyle
- Building flexibility into your budget
- Handling irregular expenses and income
- Tools and apps that make tracking easier
Savings Strategies
£175Move beyond "save more" advice to practical strategies that work. Build your emergency fund, save for specific goals, and develop habits that make saving feel natural rather than like deprivation.
What You'll Learn
- The psychology of saving (and why willpower isn't enough)
- Automation strategies that work
- Choosing the right accounts for different goals
- Balancing multiple savings priorities
- Making the most of ISA allowances
Debt Management
£220A compassionate, practical approach to tackling debt. Understand how different debts work, create a realistic payoff plan, and learn strategies for negotiating with creditors and avoiding future debt cycles.
What You'll Learn
- Understanding interest rates and how they compound
- Snowball vs avalanche: choosing your payoff method
- Negotiating with creditors
- Balance transfers and consolidation options
- Building credit while managing debt
- Preventing future debt accumulation
Investment Fundamentals
£285Demystify investing without the jargon. Learn what stocks, bonds, and funds actually are, how to assess risk, and how to start building a simple portfolio aligned with your goals and timeline.
What You'll Learn
- Asset classes explained plainly
- Risk tolerance and time horizons
- Index funds and why they often beat active management
- Tax-efficient investing (ISAs and pensions)
- Reading fund documents without glazing over
- Building and rebalancing a simple portfolio
Retirement Planning
£250Whether retirement is 5 or 35 years away, understanding your options now makes an enormous difference. Navigate workplace pensions, personal pensions, and the state pension system with confidence.
What You'll Learn
- How much you actually need (realistic calculations)
- Workplace pension schemes and employer matching
- Personal pensions and SIPPs
- State pension: what you'll get and how to fill gaps
- Pension tax relief and lifetime allowances
- Drawdown vs annuities at retirement
Small Business Finance
£320For freelancers, sole traders, and small business owners. Separate personal and business finances, understand tax obligations, and build financial stability even with irregular income.
What You'll Learn
- Separating personal and business finances
- Cash flow management for irregular income
- Tax planning and setting aside for HMRC
- Pricing your services profitably
- Business emergency funds and insurance
- Record keeping that doesn't consume your life
One-to-One Consultation
£85 / hourSometimes you need personalised guidance. Our one-to-one sessions let you work through specific financial questions or challenges with an experienced instructor. Available to course graduates or as a standalone service.
Common Topics
- Reviewing and refining your budget
- Creating a debt payoff plan
- Understanding a specific pension or investment
- Preparing for a major financial decision
- Annual financial check-ups
Which Course Is Right for You?
| Course | Best For | Duration | Price |
|---|---|---|---|
| Budgeting Essentials | Anyone starting their financial journey | 4 x 2hr sessions | £195 |
| Savings Strategies | Those who budget but struggle to save | 3 x 2hr sessions | £175 |
| Debt Management | Anyone with debt they want to eliminate | 5 x 2hr sessions | £220 |
| Investment Fundamentals | Those ready to grow wealth beyond savings | 6 x 2hr sessions | £285 |
| Retirement Planning | Anyone wanting to understand pensions | 5 x 2hr sessions | £250 |
| Small Business Finance | Freelancers and business owners | 6 x 2hr sessions | £320 |
What's Included in Every Course
Workbook & Templates
Physical workbook plus downloadable spreadsheets and templates you can customise.
Lifetime Resource Access
Digital materials and updated resources available forever, not just during the course.
Graduate Community
Access to our online community of graduates for ongoing support and discussion.
Refresher Sessions
Free quarterly webinars covering course material updates and Q&A with instructors.
Course FAQs
We generally recommend focusing on one course at a time. Financial habits take time to build, and spreading yourself too thin often leads to partial implementation. That said, Budgeting Essentials and Savings Strategies pair well together if you have the time.
Life happens. You can make up missed sessions in the next cohort at no extra cost, or schedule a 30-minute catch-up call with the instructor. We also provide session recordings for online courses.
Yes. All courses over £200 can be split into two or three monthly payments at no extra cost. We'd rather financial constraints didn't prevent anyone from learning.
Most courses run both in-person in Bristol and as live online sessions. The online experience is fully interactive — not recorded lectures — with the same small class sizes and opportunity for questions.
Full refund if you withdraw before the course starts. After the first session, we offer a 50% refund or credit toward a future course. We want you to be satisfied, so reach out if you have concerns.
Not Sure Where to Start?
Reach out and tell us about your situation. We'll recommend the course that best fits your current needs and goals. No pressure, no sales pitch.