Our Services
Tailored financial mentoring designed to meet you where you are and help you reach your goals.
How We Can Help
Every client has unique financial challenges and goals. We offer a range of services that can be customized to your specific situation.
One-to-One Financial Mentoring
From £120 per session
Personalized sessions focused on your specific financial situation and goals. We review your income, expenses, debts, and savings to create actionable strategies that fit your life. Sessions last 90 minutes and can be scheduled weekly, fortnightly, or monthly based on your needs.
Budget Building Workshop
£180
A comprehensive single session where we build a complete budget system tailored to your lifestyle. You'll learn to track spending, allocate income effectively, and create a sustainable plan that balances current enjoyment with future security.
Debt Strategy Planning
£240
Detailed analysis of your debt obligations with a clear roadmap for reduction or elimination. We evaluate interest rates, minimum payments, and cash flow to create a realistic timeline. Includes follow-up session after 30 days to review progress.
Retirement Planning Consultation
£295
Assessment of your current retirement savings and projection of future needs. We help you understand pension options, calculate appropriate contribution levels, and develop strategies that balance retirement goals with present-day financial obligations.
Financial Health Assessment
£150
Comprehensive evaluation of your overall financial position. We analyze income, expenses, assets, liabilities, and financial habits to identify strengths and opportunities for improvement. Includes written report with prioritized recommendations.
Couples Financial Mentoring
£165 per session
Joint sessions designed for partners who want to align their financial goals and approaches. We facilitate conversations about money management, help you develop shared strategies, and create systems that work for both individuals.
Monthly Accountability Programme
£320 per month
Ongoing support with monthly check-in sessions to review progress, adjust strategies, and maintain momentum. Includes email support between sessions for quick questions. Ideal for clients who benefit from regular accountability and guidance.
Young Professional Financial Foundation
£425 (package)
Three-session package designed for those early in their careers. Covers budget basics, student loan strategy, pension planning, and building emergency savings. Establishes strong financial habits that compound over time.
What's Included in Every Service
Personalized Approach
Every session is tailored to your unique situation, goals, and learning style.
Practical Resources
Templates, worksheets, and tools you can use independently after sessions end.
Complete Confidentiality
Your financial information remains private and is never shared with third parties.
Expert Guidance
Work with experienced mentors who understand UK financial systems and regulations.
The Mentoring Process
Before Your First Session
You'll receive a simple questionnaire to complete. This helps us understand your current situation and ensures we use your session time effectively. There's no judgment—honest answers help us provide better guidance.
During Sessions
We start by discussing your goals and concerns. Then we review relevant financial information together, identifying patterns and opportunities. You'll leave each session with specific, actionable steps to implement before we meet again.
Between Sessions
You implement the strategies we've discussed. Many clients find that taking action between sessions reinforces learning and builds confidence. You're welcome to email questions that arise as you apply new approaches.
Progress Reviews
We regularly assess what's working and what needs adjustment. Financial strategies should evolve as your life circumstances change. Our approach remains flexible and responsive to your needs.
Choosing the Right Service
Not sure which service fits your needs? Here's a quick guide to help you decide.
Best for Immediate Clarity
Financial Health Assessment
If you want to understand your current position and identify priorities, start here. The assessment provides a comprehensive snapshot and clear next steps.
Best for Ongoing Support
Monthly Accountability Programme
If you benefit from regular check-ins and external accountability, this programme keeps you on track month after month while adapting to changes in your situation.
Best for Specific Challenges
Budget Building or Debt Strategy
If you have a particular area of concern, these focused services address specific issues efficiently without long-term commitment.
Best for Flexibility
One-to-One Mentoring
If you want personalized guidance that can address multiple topics over time, individual sessions offer maximum flexibility and customization.
Service Questions
Absolutely. Many clients start with a Financial Health Assessment, then move to one-to-one mentoring or a specific programme. We adapt to your evolving needs and can combine services as appropriate.
We offer both options. In-person sessions take place at our Leeds office. Online sessions use secure video conferencing, which many clients find equally effective and more convenient.
We understand life happens. You can reschedule without charge if you give us 48 hours notice. Cancellations with less notice may incur a fee, but we try to be flexible when circumstances warrant.
Package services like the Young Professional Financial Foundation and Monthly Accountability Programme already include volume discounts. For customized packages, contact us to discuss options.
Just complete the brief questionnaire we send. If possible, gather recent bank statements, details of any debts, and information about income. Don't worry if everything isn't perfectly organized—we'll work with what you have.
Contact us for a brief conversation about your situation and goals. We'll recommend the most appropriate starting point based on your needs. There's no obligation to book after this initial discussion.
Ready to Get Started?
Reach out to discuss which service best fits your needs and book your first session.
Contact Us