Services

  • Personal 1-2 Review Meeting
  • Founders & Entrepreneurs Financial Review
  • Money in Marriage Course

If you want to purchase a property or create a clear budget and start saving consistently the following plans are for you:

  • Property Plan
  • Budget & Saving Plan
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Your 1-to-1 Consultation

  • We will review your current situation.
  • We will create a personal budget to meet your goals.
  • A bespoke plan to reach your goals.
  • The meeting will be held over a video call.
  • The meeting will last up to 45 minutes.

Designed for founders/entrepreneurs who want to get to grips with their business and personal finances. This allows you to have 3 business and personal financial planning meetings over a 6 month period. We analyse the strengths and weaknesses of your business from a financial point of view. We then help you implement a financial plan to help your business be more profitable and help you build wealth both within your business and personally.

Key Features:

  • Business financial review
  • Personal financial review
  • Creating a financial plan for you and your business
  • Investments for you and your business
  • Protecting you and your business
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Money is one of the most common reasons for divorce. Money issues can cause huge stress and strain on a marriage and a lot of these issues can be avoided through financial education. Although most couples will attend some form of marriage counselling, there is nothing in place to help them understand, plan and manage their money together. This is a 6-month programme and each month we cover a different topic, helping you both understand how money works best in your marriage.

The topics are:

  • Month 1: The mindset of money. Discussing the couples views on money. Completing 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: Multiple streams of income: pensions, investment portfolio, property and business.
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One Canada Square,
Canary Wharf,
London, E14 5AA

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