Our Services
Comprehensive financial consulting designed to create lasting positive change
Financial Habit Audit
Our comprehensive audit examines your current financial behaviours through multiple lenses. We analyse spending patterns, saving tendencies, and investment decisions to identify both strengths and areas for improvement.
The process involves detailed questionnaires, document review, and a consultation session where we discuss findings and potential pathways forward. You receive a written report with specific, actionable recommendations.
£295 per session
Wealth Planning Programme
This twelve-week programme provides structured guidance for those ready to transform their approach to building wealth. Each week focuses on a specific aspect of financial behaviour, combining educational content with practical exercises.
Participants receive weekly one-to-one sessions, supporting materials, and ongoing access to our resource library. The programme concludes with a personalised long-term plan tailored to your goals and circumstances.
£1,850 full programme
Leadership Finance Workshop
Designed for managers and executives, this workshop explores the connection between financial decision-making and effective leadership. Participants learn to communicate about money matters more effectively and make better collective decisions.
The full-day session includes interactive exercises, case studies, and group discussions. Organisations often book multiple sessions to ensure consistent approaches across management levels.
£475 per participant
Investment Mindset Coaching
For those looking to develop a healthier relationship with investing, this coaching programme addresses the psychological barriers that often lead to poor investment decisions. We work on emotional regulation, risk tolerance assessment, and building sustainable investment habits.
Sessions are scheduled flexibly over a three-month period, allowing time between meetings to implement strategies and reflect on progress.
£785 three-month programme
Business Financial Culture Assessment
Organisations have their own financial cultures that shape how decisions are made and resources allocated. This assessment examines your company's financial communication patterns, decision-making processes, and identifies opportunities for improvement.
The engagement includes interviews with key stakeholders, process analysis, and a comprehensive report with recommendations for fostering healthier financial practices across your organisation.
£2,450 full assessment
Ongoing Advisory Retainer
For clients who value consistent access to guidance, our retainer service provides monthly consultations and unlimited email support. This arrangement works well for those navigating ongoing financial transitions or wanting accountability as they implement changes.
Retainer clients also receive priority booking for workshops and early access to new resources and programmes as they become available.
£395 per monthBook a Consultation
Complete the form to request a consultation. We will respond within two working days to discuss your needs and schedule an initial meeting.
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No Obligation Initial consultations are exploratory with no commitment required
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Flexible Scheduling Sessions available mornings, afternoons, and evenings
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Remote Options Video consultations available for all services