Personal Budget Planning
Learn to create sustainable spending plans that align with your goals. We help you track expenses, identify savings opportunities, and build healthy financial habits that last.
This service includes a comprehensive budget assessment, expense categorization workshop, and a personalized action plan. We'll work together to identify where your money goes and how to redirect it toward what matters most to you.
£147.50
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Investment Fundamentals Workshop
Understand the basics of investing, from risk assessment to portfolio diversification. Gain confidence in making informed investment decisions without relying on constant external advice.
This workshop covers investment vehicles available in the UK, risk tolerance assessment, diversification principles, and how to evaluate investment opportunities. Perfect for those who want to understand what advisers are recommending.
£225.00
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Small Business Financial Strategy
Develop robust financial frameworks for your business. From cash flow management to growth planning, we cover essential strategies for building a financially sustainable enterprise.
Designed for small business owners who wear multiple hats, this service helps you separate business from personal finances, understand your numbers, plan for growth, and make data-driven decisions.
£385.75
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Debt Management Consultation
Create a clear path toward financial freedom. We guide you through debt reduction strategies, helping you prioritize payments and regain control of your finances.
This consultation provides a complete debt audit, prioritization strategy based on interest rates and terms, and a realistic repayment timeline. We focus on sustainable approaches that don't require unrealistic lifestyle changes.
£168.25
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Retirement Planning Basics
Start building your retirement strategy with confidence. Understand pension options, savings targets, and long-term financial planning principles specific to the UK system.
We cover workplace pensions, personal pensions, state pension entitlements, and how to calculate realistic retirement income needs. Whether retirement is decades away or approaching fast, understanding the system is crucial.
£295.50
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Tax Efficiency Training
Navigate the UK tax system effectively. Learn strategies to optimize your tax position while staying fully compliant with current regulations.
This training demystifies income tax, National Insurance, capital gains, and available allowances. We focus on legitimate tax efficiency strategies available to employees, self-employed individuals, and small business owners.
£215.80
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All services include comprehensive materials you can reference after the session, practical exercises tailored to your situation, and follow-up resources. We focus on giving you the tools and knowledge to continue making progress independently.
Service Delivery
Services are delivered in person in Glasgow or via video consultation for those who prefer remote sessions. Workshop-style services typically run for 2-3 hours, while consultation services are structured as 90-minute sessions with optional follow-ups.
Booking Process
To book a service, complete the inquiry form on our homepage. We'll contact you within 48 hours to schedule your session at a time that works for you. Payment is required in advance via bank transfer, and you'll receive a confirmation with all session details once your booking is complete.