In the community

We are education champions. We deliver financial education lessons to people who want that extra help in their life.

Helping young people prepare for their future

Helping young people prepare for their future

Our Financial Planning Consultant Michelle is a “Child Trust Fund Ambassador” and works with The Share Foundation. This organisation promotes knowledge and understanding of Child Trust Funds for young people, helping them plan for a better future.

Giving you knowledge to avoid financial scams

Giving you knowledge to avoid financial scams

We deliver workshops to raise awareness on financial scams. We’re passionate about helping those who are vulnerable so they can avoid becoming victim to financial fraud.

Preventing Financial Abuse

Preventing Financial Abuse

Our Financial Planning Consultant Michelle is a specialist in Financial Abuse. We recognise the signs of financial abuse and have the expert knowledge to assist people who want to get free from abuse. More importantly, we will be a safe place free of judgement for anyone who is concerned about financial abuse.

How about a chat?

We’d love to have a chat with you over a coffee. To book a meeting or find out more, fill in the form and we’ll get back to you.