Our Services
Practical financial education and guidance designed to meet you where you are and help you reach your goals.
Personal Financial Consultations
from £120 per session
One-on-one sessions where we dive deep into your specific financial situation, goals, and challenges. These aren't generic advice sessions—we tailor our guidance to your actual circumstances, whether you're managing debt, building savings, planning a major purchase, or simply trying to understand where your money goes each month.
What's Included
- Comprehensive review of your current financial situation
- Personalized strategies aligned with your goals and constraints
- Practical tools and templates you can use immediately
- Clear action steps prioritized by impact
- Follow-up email summary with resources
Best For
Anyone who wants personalized guidance on budgeting, debt management, savings strategies, or general financial planning. Particularly valuable if you feel stuck, overwhelmed, or unsure where to start.
Educational Workshops
£45 per person
Interactive group sessions focused on specific financial topics. Our workshops combine clear instruction with hands-on activities, so you leave with both knowledge and practical skills. We keep groups small to ensure everyone can ask questions and get individual attention.
Current Workshop Topics
- Budgeting Fundamentals: Creating a system that actually works
- Debt Strategy: Managing and reducing debt effectively
- Building Emergency Funds: Practical approaches for different situations
- Understanding Investments: Basics for beginners
- Financial Planning for Freelancers: Managing irregular income
- Money Mindset: Addressing the psychology of spending and saving
Format
Two-hour sessions, limited to 15 participants. Includes workbook, templates, and ongoing email support for questions after the workshop.
Small Business Financial Planning
£180 per session
Specialized support for entrepreneurs, freelancers, and small business owners who need help establishing sound financial practices. We help you separate personal and business finances, understand your numbers, plan for taxes, and create systems that support sustainable growth.
What We Cover
- Setting up financial systems and processes
- Cash flow management for irregular income
- Pricing strategies and profitability analysis
- Tax planning and preparation basics
- Personal vs. business finance separation
- Growth planning and financial forecasting
Ideal For
Solo entrepreneurs, freelancers, and small business owners (typically under 10 employees) who want to strengthen the financial foundation of their business without hiring a full-time financial manager.
Ongoing Advisory Support
£350 per month
For clients who want continuous support as they work toward financial goals. This monthly package provides regular check-ins, accountability, and guidance as your situation evolves.
Package Includes
- Two 45-minute sessions per month
- Email support between sessions
- Regular progress reviews and strategy adjustments
- Priority access to workshops and resources
- Customized tracking tools and templates
Best For
Individuals or business owners working toward significant financial changes who benefit from regular accountability and guidance. Common scenarios include debt payoff journeys, business launches, or major life transitions.
Financial Intensive
£495
A concentrated half-day session where we create a comprehensive financial plan tailored to your situation. Perfect for those who want thorough planning without ongoing commitments.
What You Get
- Four-hour deep-dive session (can be split across two days)
- Complete financial assessment and analysis
- Detailed written plan with specific recommendations
- Custom budget framework and tracking system
- Prioritized action plan with timelines
- Resource library tailored to your needs
- One follow-up session (60 minutes) within three months
Ideal For
People facing major financial decisions or transitions—career changes, relocations, inheritance, divorce, or business launches. Also valuable for anyone who wants a thorough financial reset.
Choosing the Right Service
If you need clarity on a specific issue
Start with a Personal Financial Consultation. One or two sessions often provide the insights and strategies you need to move forward confidently.
If you want to learn at your own pace
Join our Educational Workshops. They're affordable, low-commitment ways to build financial knowledge on specific topics.
If you're working toward a major goal
Consider Ongoing Advisory Support or a Financial Intensive. Both provide the structure and accountability needed for significant changes.
If you run a small business
Small Business Financial Planning addresses the unique challenges of entrepreneurship. Start with one session to identify your priority areas.
How It Works
Initial Contact
Reach out via our contact page. Tell us briefly about your situation and what you're hoping to achieve. We'll respond within one business day.
Service Selection
Based on your needs, we'll recommend the most appropriate service. If you're unsure, we can schedule a brief call to discuss your options at no charge.
Scheduling
We'll coordinate a time that works for you. All sessions can be conducted in person at our Bristol office or remotely via video call.
Preparation
You'll receive a preparation guide with any information to gather beforehand. This ensures we make the most of our time together.
Your Session
We focus entirely on your situation, goals, and questions. Expect honest, practical guidance tailored to your circumstances.
Follow-Through
You'll receive summary notes, resources, and clear next steps. We're available via email for questions as you implement your plan.
What Makes Our Services Different
Genuinely Tailored
We don't use cookie-cutter templates or one-size-fits-all advice. Your financial plan is built around your actual income, expenses, goals, and constraints—not some idealized version.
Completely Independent
We don't sell financial products or earn commissions from referrals. Our recommendations are based solely on what serves your interests, not what generates us revenue.
Immediately Practical
You'll leave every session with concrete actions you can take right away. We focus on what will actually make a difference, not theoretical optimization.
Education-Focused
We explain the reasoning behind our recommendations so you understand why certain strategies work. This builds your capability to make good decisions independently.
Service Questions
If you're uncertain, reach out through our contact page describing your situation. We'll recommend the most suitable option. We can also schedule a brief, no-obligation call to discuss your needs before you commit to any service.
Absolutely. Many clients start with a single consultation or workshop, then decide to engage in ongoing support. Others do the opposite, starting with intensive work then transitioning to occasional check-ins. We'll adjust to what serves you best.
Yes, all of our services are available via video call. Many clients prefer remote sessions for convenience, and the quality of guidance is identical to in-person meetings. We also offer in-person sessions at our Bristol office for those who prefer face-to-face interaction.
We understand financial constraints—that's often why people seek our help. Our workshops are our most accessible option. We also periodically offer sliding-scale spots for individual consultations. Reach out to discuss what might work for your situation.
We provide financial education and planning guidance, but we're not investment advisors and don't manage money or portfolios. We can help you understand investment principles and options, but specific investment recommendations should come from a regulated financial advisor.
You'll receive a preparation guide after booking. Generally, it's helpful to have a sense of your monthly income and expenses, any debts, and your financial goals. But don't stress about having perfect information—we can work with whatever you have.
Ready to Get Started?
Let's discuss which service would be most valuable for your situation.
Contact Us