Youth Financial Foundations
Ages 8-16 | 6-week programme | Weekend sessions
Give your children the financial literacy head start most adults wish they'd had. This interactive course introduces young people to money management through age-appropriate games, real-world scenarios, and hands-on projects.
What We Cover:
- Understanding money: where it comes from and how it works
- Saving strategies and goal-setting
- Basic budgeting with allowances and earnings
- Introduction to banking and interest
- Smart spending decisions and advertising awareness
- Entrepreneurial thinking and value creation
£185 per student
All materials included | Family discount available for siblings
Adult Investment Strategies
18+ | 8-week programme | Evening sessions available
Demystify the investment world and build the confidence to grow your wealth through informed decisions. This comprehensive course covers asset classes, portfolio construction, and risk management with practical workshops using real market data.
What We Cover:
- Investment fundamentals and terminology
- Stocks, bonds, and fund structures explained
- Portfolio diversification principles
- Risk assessment and management
- Tax-efficient investment strategies
- Property investment basics
- Alternative investments overview
- Building your first portfolio (workshop)
£425 per participant
Includes workbook, portfolio templates, and online resources
Retirement Planning Masterclass
50+ | 6-week programme | Daytime sessions
Navigate the complexities of retirement with confidence. This specialized course helps those approaching or in retirement optimize pension income, manage tax efficiently, and create sustainable withdrawal strategies that support your lifestyle goals.
What We Cover:
- State and private pension optimization
- Pension withdrawal strategies and timing
- Tax-efficient retirement income planning
- Investment adjustments for retirement phase
- Healthcare and long-term care planning
- Estate planning basics
- Managing longevity risk
£575 per participant
Includes retirement planning toolkit and one-on-one consultation
Family Financial Planning
Families | 5-week programme | Flexible scheduling
Strengthen your family's financial foundation with education designed for households. Learn how to manage family budgets, save for major goals, teach children about money, and plan for educational expenses together.
What We Cover:
- Household budgeting and expense tracking
- Saving for education and major purchases
- Mortgage and debt management strategies
- Insurance needs assessment
- Teaching financial values to children
- Emergency fund planning
£335 per family
Up to 2 adults | Includes family budget planner
Small Business Financial Management
Entrepreneurs & Small Business Owners | 7-week programme | Evening sessions
Master the financial side of running a business. This practical course covers cash flow management, financial statements, tax planning, and growth strategies specifically designed for small business owners and entrepreneurs.
What We Cover:
- Cash flow forecasting and management
- Reading and using financial statements
- Business tax planning and compliance
- Pricing strategies and profit margins
- Funding options and working with investors
- Separating business and personal finances
- Financial planning for business growth
£485 per participant
Includes financial templates and business planning tools
Debt Management and Credit Repair
18+ | 4-week programme | Confidential sessions
Take control of debt and rebuild your financial standing. This supportive, judgment-free course provides practical strategies for managing existing debt, improving credit scores, and creating sustainable repayment plans.
What We Cover:
- Understanding different types of debt
- Creating effective repayment strategies
- How credit scores work and how to improve them
- Negotiating with creditors
- Avoiding common debt traps
- Building healthy financial habits post-debt
£275 per participant
Includes debt management toolkit and budget templates
