SERVICES

Bronze Package (Financial Review)

£75 for a 1-to-1 open consultation

This allows you to get answers to basic financial questions.

30 minute telephone call

Contact us to discuss

Silver Package (Personal Finance Mentorship)

£350 for a 1-to-1 Consultation

This is designed for an individual client who wants to discuss a particular topic. The topics are; mortgages and property or savings and investments or debt repayment plan and credit repair.

Your 1-to-1 Consultation:

  • Your meeting will be held over video call or at our offices in Canary Wharf.
  • Review your current situation.
  • Set and review your goals and objectives.
  • An action plan to help you reach your goals.
  • Assistance setting up any suggested accounts.
  • Telephone and email support for 6 months.

    30 minute telephone call

Contact us to discuss

Gold Package

£70 per month (6 months programme)

This is for people who want to take their finances seriously but need help, support and structure. We will not only help you achieve your financial goals but also increase your financial knowledge and life skills.

The services provided are:

  • Budget Review (every 6 months)
  • Financial Review
  • Financial Plan (Reviewed every 6 months)
  • Noir Excel Group Chat
  • Weekly Q&A session
  • Monthly topic-based group video call
  • Financial tip of the week
  • Monthly Book Club
  • Monthly quiz/assignments
  • Financial and Motivational Videos/Voice Notes
  • Exclusive mentee email access
  • Annual Graduation Event
  • Daily support through team leaders

Contact us to discuss

Money in Marriage Programme

£600 for a 6-month Course

It’s a fact that the number one reason for divorce is “Money”. Although most couples will attend some form of marriage counselling there is nothing in place to help the couple understand, plan and manage their money together. This is a 6-month programme and each month we cover a different topic.

The topics are:

  • Month 1: Our money, where is it going? A financial review and creating a household budget.
  • Month 2: How’s the budget going? Reviewing your budget and making any changes/discussing any issues and next steps.
  • Month 3: Protecting Us, Life Insurance & Wills.
  • Month 4: Property Plan, helping you both plan to build a property portfolio or just buy one house.
  • Month 5: Saving for your children and school fees planning (Nursery fees, Childcare and Private School fees).
  • Month 6: Saving for retirement, pension, property and business review.
30 minute telephone call

Contact us to discuss

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37th Floor
One Canada Square,
Canary Wharf,
London, E14 5AA

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