Our Services
Practical financial guidance tailored to your situation. Choose the service that matches your current needs, or combine them for comprehensive support.
Financial Health Check
A comprehensive review of your current financial situation. We'll analyse your income, expenses, debts, and savings to identify opportunities for improvement. You'll receive a clear summary of where you stand and actionable recommendations for next steps.
Budget Creation Workshop
Work one-on-one with a consultant to create a personalised budget that actually fits your life. We'll help you categorise spending, set realistic limits, and establish a system you can maintain. Includes a follow-up email with your complete budget template.
Debt Strategy Session
Feeling overwhelmed by debt? This session helps you create a clear repayment plan. We'll review your debts, prioritise them strategically, and develop an approach that balances aggressive repayment with maintaining quality of life.
Savings Goal Planning
Whether you're saving for a deposit, emergency fund, or major purchase, we'll help you create a realistic timeline and strategy. Learn techniques to accelerate savings without feeling deprived.
Pension Review Consultation
Understand your current pension provisions and whether they're on track for your retirement goals. We'll explain contribution options, employer matching, and help you make informed decisions about optimising your pension strategy.
Freelancer Financial Setup
Self-employed or freelancing? Managing irregular income requires different strategies. This session covers budgeting for variable earnings, tax set-asides, invoicing practices, and building financial stability without a regular paycheque.
Monthly Coaching Package
Ongoing support for those who want consistent guidance and accountability. Includes four 30-minute sessions per month, unlimited email support, and regular progress tracking. Ideal for implementing long-term changes.
Couples Financial Planning
Navigate shared finances with your partner. We facilitate productive conversations about money, help you establish fair systems for joint expenses, and align on shared financial goals while respecting individual priorities.
Why Choose Our Services
Flexible Scheduling
Sessions available evenings and weekends. We work around your schedule, not the other way around.
No Judgement
We've seen it all. Our focus is on solutions, not on making you feel bad about past decisions.
Practical Outcomes
Every session ends with clear action items. You'll know exactly what to do next.
How It Works
Choose Your Service
Select the service that best matches your current financial challenge or goal. Not sure which one? Get in touch and we'll recommend the right starting point.
Book Your Session
Contact us to schedule a time that works for you. All sessions are conducted online via video call for convenience.
Prepare Basic Information
We'll send you a brief questionnaire before your session so we can make the most of our time together.
Attend Your Consultation
Join the video call at your scheduled time. Bring any relevant documents and questions you have.
Receive Your Action Plan
Within 48 hours, you'll receive a summary of our discussion and your personalised recommendations.
Implement and Follow Up
Put your plan into action. Book follow-up sessions as needed for ongoing support and accountability.
Service Comparison
Find the right option for your situation.
| Feature | One-Off Sessions | Monthly Coaching |
|---|---|---|
| Personalised guidance | Yes | Yes |
| Email support | 7 days post-session | Unlimited |
| Progress tracking | Self-managed | Included |
| Accountability check-ins | Not included | Weekly |
| Best for | Specific questions | Lasting change |
Frequently Asked Questions
Most one-off consultations are 60-90 minutes, depending on the complexity of the topic. Monthly coaching sessions are 30 minutes each, designed to be focused check-ins rather than deep dives.
We accept bank transfers and all major debit and credit cards. Payment is due before your session. For monthly coaching, we set up a standing order for your convenience.
Yes, we understand life happens. Please give us at least 24 hours notice to reschedule. Cancellations with less notice may be subject to a 50% fee.
We provide financial education and help you understand investment principles, but we don't give specific investment recommendations. For that, you'd need a regulated financial adviser. We can help you understand what questions to ask them, though.
The monthly coaching package offers the best value for ongoing support. For one-off sessions, if you book three or more in advance, we offer a 10% discount on the total.
Ready to Get Started?
Take the first step towards better financial habits. Get in touch to discuss which service is right for you.
Contact Us