Young Money Masters
Designed for children aged 8-14, this programme introduces fundamental money concepts through games, activities, and real-world scenarios. Participants learn about saving, spending choices, wants versus needs, and basic goal setting. Sessions are engaging and age-appropriate, building confidence without overwhelming young learners.
Teen Financial Foundations
Preparing teenagers for financial independence with practical knowledge they'll use for life. Covers opening and managing bank accounts, creating and sticking to budgets, understanding credit and debt, part-time job finances, and preparing for university costs. Interactive workshops include real scenarios teenagers encounter.
Adult Budgeting Bootcamp
A no-nonsense programme for adults wanting better control of their finances. Covers expense tracking methods, debt reduction strategies, emergency fund building, and creating sustainable budgets. Participants receive personalised workbooks and access to budgeting templates. Small group format encourages honest discussion without judgement.
Investment Essentials
An introduction to investing for those ready to grow their wealth. Demystifies ISAs, pensions, stocks, funds, and bonds in plain language. Participants learn to evaluate risk, understand fees, and build diversified portfolios suited to their goals. Includes analysis of real investment products available in the UK market.
Family Finance Package
A combined programme allowing parents and children to learn together. Sessions alternate between joint activities and age-appropriate breakout groups. Families leave with shared vocabulary, aligned goals, and practical tools for household financial discussions. Includes one parent and one child; additional family members at reduced rate.
Corporate Financial Wellness
Bespoke programmes delivered at your Bristol workplace. Improve employee financial wellbeing with modules covering salary management, pension optimisation, benefit utilisation, and stress reduction through financial stability. Flexible scheduling with options for lunch sessions, half-day workshops, or ongoing series.