Financial Education Programmes

Young Savers Programme (Ages 7-12)

£87.50 per child

Building healthy money habits starts early. This programme introduces children to fundamental concepts through interactive activities, storytelling, and age-appropriate scenarios.

What we cover:

• Understanding where money comes from (earning vs receiving)
• The difference between wants and needs
• Basic saving strategies with visual progress tracking
• Making spending choices and understanding consequences
• Introduction to banking concepts through games
• Goal-setting for purchases they care about

Format: 90-minute interactive workshop

What you receive: Take-home activity workbook, progress tracker, parent guide for continuing education at home

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Teen Financial Independence (Ages 13-17)

£124.99 per teenager

Teenagers face real financial decisions, often without guidance. This programme equips them with practical skills they'll use immediately and builds foundations for adult financial life.

What we cover:

• Opening and managing your first bank account
• Understanding payslips and tax from part-time work
• Creating realistic budgets with irregular income
• Credit scores: what they are and why they matter
• Student loans demystified (costs, repayment, alternatives)
• Introduction to investing and compound growth
• Recognising financial scams targeting young people

Format: Two 90-minute sessions

What you receive: Digital budgeting templates, student loan calculator, credit-building checklist, resource list

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Adult Money Management Workshops

£165.00 per person

Whether you're managing your first salary, planning major purchases, or restructuring existing finances, this comprehensive workshop provides actionable strategies for taking control of your money.

What we cover:

• Building a sustainable household budget
• Emergency fund strategies and automation
• Debt management: prioritisation and payoff plans
• Mortgage basics and affordability in Bristol's market
• Tax-efficient savings (ISAs, pensions, allowances)
• Investment fundamentals and risk understanding
• Insurance needs assessment (life, income, property)
• Financial goal-setting with realistic timelines

Format: Half-day intensive workshop (3.5 hours)

What you receive: Personalised budget template, debt repayment calculator, investment readiness assessment, 30-day action plan

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Family Financial Planning

£210.50 per family

When the whole family understands the household's financial picture, decisions become easier and goals feel achievable. This session brings parents and children together for age-appropriate shared learning.

What we cover:

• Creating a family budget everyone understands
• Teaching children about money at different ages
• Planning for education costs (state, private, university)
• Family saving goals and milestone planning
• Discussing money openly without stress or shame
• Allowance strategies that teach responsibility
• Long-term wealth building as a unit

Format: 2.5-hour family workshop with age-appropriate breakout activities

What you receive: Family budget planner, age-based money conversation guides, shared goal tracker, resource library

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Retirement Planning Essentials

£189.99 per person

Approaching retirement brings important decisions. This programme helps you understand your options, maximise your resources, and plan with confidence for the years ahead.

What we cover:

• Understanding your pension options and values
• State pension: when, how much, and maximising entitlement
• Tax-efficient withdrawal strategies
• Making your savings last: withdrawal rates and planning
• Downsizing considerations and equity release options
• Estate planning basics and inheritance considerations
• Healthcare costs and planning for care needs
• Part-time work and transitioning to retirement

Format: Half-day workshop (3 hours)

What you receive: Retirement income calculator, pension consolidation checklist, withdrawal strategy guide, estate planning primer

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One-to-One Financial Coaching

£145.00 per hour

Sometimes you need personalised attention for your specific situation. Our one-to-one coaching provides tailored guidance, custom strategies, and accountability for your unique financial goals.

What we offer:

• Comprehensive financial situation review
• Custom budget creation for irregular income
• Debt reduction roadmap tailored to your circumstances
• Investment strategy aligned with your risk tolerance
• Major financial decision guidance (home purchase, career change, etc.)
• Accountability check-ins and progress tracking
• Ongoing support as your situation evolves

Format: Individual 60-minute sessions, in-person or video call

What you receive: Personalised action plan, custom spreadsheets or tools for your situation, email support between sessions

Note: Many clients book packages of 3-6 sessions for comprehensive support over time.

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