Training built for everyday financial decisions
Each service is designed for real life in Cardiff, with practical tools you can use right away. Choose a pace that matches your goals.
Flexible formats
Private sessions, small groups, and team workshops for shared learning.
Choose the session that fits your needs
Two sessions covering cash flow basics, budgeting categories, and simple tracking.
£180Half-day workshop focused on building a fresh monthly plan with buffers.
£240Guidance for separating personal and business cash flows with predictable draws.
£320Structured approach to reorganising repayment order and reducing pressure.
£150Interactive team session for shared budgets, benefits, and common pitfalls.
£480What you gain from each session
- Clear view of monthly priorities and non-negotiables
- Simple routines that take less than 20 minutes a week
- Confidence to make trade-offs without stress
- Practical templates tailored to UK banking habits
Service highlights
Every service includes a guided workbook, a summary of next steps, and optional follow-up check-ins.
Most learners complete their first action plan within 48 hours.
Find the right depth for your goals
Foundations
Best for beginners who need a clear starting point.
2 sessions + workbook
Reset workshop
Ideal for a focused reboot with practical planning tools.
Half-day session
Microbusiness flow
Designed for self-employed learners juggling variable income.
3 sessions + check-ins
What to expect when you book
1. Outline goals
We discuss what you want to improve and what feels difficult right now.
2. Build a plan
We create a simple framework with clear categories and realistic targets.
3. Track progress
We provide a short review template to help you stay consistent.