Smart Financial Planning for Your Future

Get expert guidance on managing your money with personalised consultation sessions designed to help you make confident financial decisions

Start Your Consultation Learn More
Financial planning involves risk and individual circumstances vary. Consultations do not guarantee specific outcomes.

Flexible Pricing Options

Monthly Consultation Plan

Comprehensive financial planning support with monthly consultation sessions

  • Monthly one-on-one consultation sessions
  • Personalised financial analysis and recommendations
  • Email support between sessions
  • Resource materials and planning tools
View All Plans

Frequently Asked Questions

How do monthly consultation sessions work?

Each month, you'll have a dedicated consultation session where we review your financial situation, discuss your goals, and provide tailored guidance. Sessions typically last 60 minutes and can be conducted in-person or via video call.

What topics do you cover in consultations?

We cover a wide range of financial planning topics including budgeting, debt management, savings goals, retirement planning, and general money management strategies tailored to your specific circumstances.

Can I cancel my subscription at any time?

Yes, you can cancel your monthly subscription with 30 days' notice. We believe in providing flexible options that work with your changing financial situation.

Do you provide specific product recommendations?

We focus on providing general financial planning guidance and discussing approaches to money management. For specific product recommendations, we may refer you to appropriately qualified and regulated advisors.

How quickly can I start my consultation sessions?

Once you've subscribed, we typically schedule your first consultation within 5-7 business days. We'll work with you to find appointment times that suit your schedule.

Our Recent Projects

Financial planning session with client reviewing budget documents

Young Professional Budget Review

Helped a 28-year-old professional organise their finances and create a structured savings plan for future goals

Family discussing financial planning with advisor around kitchen table

Family Financial Planning

Worked with a growing family to balance current expenses with long-term financial security planning

Retirement planning consultation with older couple reviewing documents

Retirement Preparation Guidance

Provided consultation on retirement planning approaches for a couple five years from retirement

Business owner reviewing financial plans in modern office

Self-Employed Financial Structure

Assisted a freelancer in organising their finances and planning for irregular income patterns

Student loan consultation session with recent graduate

Graduate Debt Management Plan

Helped a recent graduate create a manageable plan for handling student loans and building savings

First-time buyer consultation discussing property planning

First Home Planning Session

Guided a first-time buyer through the financial planning process for purchasing their initial property

Our Simple Process

1

Initial Assessment

We start by understanding your current financial situation and discussing your short and long-term money management goals

2

Personalised Analysis

Our team reviews your financial information and prepares tailored guidance based on your specific circumstances

3

Consultation Session

During your monthly session, we discuss our analysis and provide practical guidance you can implement immediately

4

Action Planning

Together, we create actionable steps and priorities to help you work towards your financial goals systematically

5

Ongoing Support

Between sessions, you have email access for questions and we provide resources to support your financial planning journey

Latest Financial Planning Insights

September 8, 2025

Understanding Modern Budgeting Approaches

Learn more about contemporary approaches to personal budgeting that can help you take control of your monthly finances and plan for future goals

September 5, 2025

Planning for Unexpected Expenses

Discover practical strategies for building financial resilience and preparing for life's unexpected costs without derailing your financial plans

September 1, 2025

Setting Realistic Financial Goals

Explore how to set achievable financial objectives that motivate rather than overwhelm, with practical steps for measuring progress

What We Stand For

Our Mission

To provide accessible, personalised financial planning guidance that empowers individuals to make confident decisions about their money and build a secure financial future

Our Vision

We envision a world where everyone has access to clear, practical financial guidance that helps them navigate money decisions with confidence and clarity

Personalised Approach

Every client receives tailored guidance based on their unique circumstances, goals, and financial situation — because one size never fits all

Clear Communication

We believe financial planning should be explained in plain English, without jargon or complexity that creates confusion rather than clarity

Long-term Partnership

Our relationships are built on trust and ongoing support, helping you adapt your financial approach as life circumstances change

Upcoming Events

Professional presenting to small group about financial planning basics
October 15, 2025

Introduction to Financial Planning Workshop

A friendly introduction to basic financial planning concepts for those just starting their money management journey

Manchester Central Library
Panel discussion with financial planning experts in conference room
November 12, 2025

Planning for Life Changes Seminar

Learn how to adapt your financial approach when facing major life transitions like career changes or family growth

Birmingham Business Centre