Our Services

From foundational budgeting skills to investment education, we offer programmes designed to meet you where you are and take you where you want to go.

Every service we offer is built on the same principle: practical knowledge you can apply immediately. We don't believe in theory for theory's sake. Whether you join a group workshop or book a private consultation, you'll leave with concrete tools and a clear plan of action.

Budget Mastery Workshop

Build a budget that works with your life, not against it

This hands-on programme takes you from wherever you are now to having a complete, functional budget that reflects your real priorities. We don't believe in restrictive approaches that leave you feeling deprived. Instead, we help you allocate money in a way that supports both your immediate needs and long-term goals.

Over four sessions, you'll learn to track spending without obsessing, identify and plug financial leaks, build categories that match how you actually live, and create automatic systems that require minimal ongoing effort.

Format: 4 weekly sessions, 2 hours each (group or private)
Price: £295 per person (group) | £595 (private)

Investment Fundamentals

Demystify investing and start building long-term wealth

Investing can feel intimidating if you've never done it before. This course strips away the jargon and complexity, giving you a clear understanding of how different investment types work, what risks they carry, and how to choose options aligned with your goals and timeline.

We cover ISAs (Cash, Stocks and Shares, Lifetime), workplace pensions, basic portfolio construction, understanding fees, and how to get started with small amounts. This isn't about getting rich quickly—it's about understanding the tools available to build wealth over time.

Format: 3 sessions, 2 hours each
Price: £245 per person (group) | £495 (private)

Debt Reduction Strategy

Create a realistic plan to become debt-free

Debt can feel overwhelming, but with the right strategy, it's manageable. We analyse your complete debt picture, compare different repayment methods (avalanche vs. snowball), identify opportunities to reduce interest, and create a timeline that's aggressive but realistic.

This service includes negotiation guidance for dealing with creditors and building systems that prevent future debt accumulation. We've helped clients eliminate an average of £12,000 in consumer debt, with most achieving freedom within 18-36 months.

Format: 2-hour initial consultation + written plan + monthly check-ins (3 months)
Price: £425
£

Small Business Financial Clarity

Separate and optimise your business and personal finances

Running a small business often means personal and business finances get tangled. This consulting service helps you establish clear boundaries, understand your true business profitability, plan for taxes effectively, and pay yourself appropriately.

Whether you're a sole trader, freelancer, or limited company owner, we create systems that give you visibility into your finances without requiring an accounting degree. Many clients report reduced financial anxiety and better business decisions within weeks.

Format: 4 consulting sessions over 2 months
Price: £695
£

Retirement Readiness Review

Understand your pension landscape and plan for a secure future

If you're within 15 years of retirement, this service helps you understand exactly where you stand. We review all pension entitlements (State Pension, workplace pensions, personal pensions), calculate projected income, identify gaps, and explore options to improve your position.

This isn't financial advice—we won't recommend specific products. Instead, we educate you so you can make informed decisions and have productive conversations with regulated advisers if needed.

Format: Comprehensive review + detailed written report
Price: £450

Couples Financial Alignment

Get on the same page about money as a partnership

Money is one of the most common sources of relationship tension. This programme helps couples communicate effectively about finances, understand each other's money mindsets, create shared goals, and design a system that works for both parties.

Whether you prefer joint accounts, separate finances, or a hybrid approach, we help you find the structure that fits your relationship. Sessions are facilitated to ensure both voices are heard equally.

Format: 3 sessions, 90 minutes each
Price: £395 per couple

Ongoing Financial Coaching

Continued support as your financial life evolves

For clients who want accountability and ongoing guidance, our coaching membership provides regular check-ins, priority access for questions, and support through major financial decisions. Think of it as having a financial mentor in your corner.

This service is available only to clients who have completed at least one other programme with us, ensuring we have the context to provide meaningful ongoing support.

Format: Monthly 45-minute session + email support
Price: £125/month (minimum 3-month commitment)

Which Service Is Right for You?

If you want to... Consider Investment
Get a complete picture of your finances Financial Health Assessment £375
Create and stick to a budget Budget Mastery Workshop From £295
Pay off debt faster Debt Reduction Strategy £425
Start investing Investment Fundamentals From £245
Organise business finances Small Business Financial Clarity £695
Plan for retirement Retirement Readiness Review £450
Align with your partner Couples Financial Alignment £395

Why Clients Choose Us

No Hidden Agendas

We don't sell financial products or earn commissions. Our only goal is your success.

Flexible Scheduling

Evening and weekend sessions available. We work around your life, not the other way around.

In-Person or Remote

Choose what works best for you. All services available face-to-face in Glasgow or via video call.

Proven Results

94% of clients report improved financial confidence. Average debt reduction: £12,000.

Practical Focus

Every session includes actionable takeaways. Theory is only useful when it leads to action.

Judgement-Free Zone

Whatever your starting point, you'll be treated with respect. We've seen it all.

Getting Started

What to expect when you work with us

1

Initial Contact

Reach out via email to express interest. We'll respond within one business day.

2

Brief Chat

A 15-minute call to understand your situation and recommend the right service.

3

Book & Prepare

Secure your spot and complete any pre-session questionnaires.

4

Learn & Apply

Engage with the programme and implement what you learn.

Service Questions

We offer a free 15-minute introductory call to discuss your needs and ensure we're the right fit. For workshops, the first session acts as a foundation—if you decide it's not for you after that session, we'll refund the remaining sessions.

Group sessions (maximum 8 participants) cover the same core content but with general examples. Private sessions use your actual financial data and allow for deeper personalisation. Both are effective—it comes down to your preference and budget.

Yes, for services over £400, we offer the option to split payment into two instalments (50% at booking, 50% before the final session). We're in the business of improving finances, not straining them.

Life happens. We ask for 48 hours notice for private sessions and will reschedule at no charge. For group workshops, if you miss a session, we'll provide materials and a brief catch-up call before the next one.

No. We provide financial education and general guidance, not regulated financial advice. We help you understand concepts and make informed decisions, but we don't recommend specific investments or products. For regulated advice, we can refer you to qualified advisers in our network.

Ready to Get Started?

Whatever your financial goals, we have a programme that can help. Get in touch to discuss which service is right for you.

Contact Us