Stop guessing with your finances. Learn what actually works.

Most people waste years following savings advice that doesn't fit their situation. We teach practical strategies based on real UK financial contexts—not theoretical textbook nonsense.

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For Beginners

Build confidence from zero

If you're starting fresh and everything feels overwhelming, this track makes sense. We break down UK-specific savings vehicles and explain how each one fits different life stages.

  • ISA accounts without the confusing jargon
  • Emergency funds that match real expenses
  • How to track spending without spreadsheet headaches
  • Understanding interest rates in plain terms
For Experienced Savers

Sharpen what you know

Already comfortable with basics but want to squeeze more efficiency from your strategy? This track covers advanced optimization techniques and less common approaches that experienced savers miss.

  • Tax-efficient portfolio balancing
  • Pension contribution timing strategies
  • Debt paydown vs investment allocation
  • Behavioral finance patterns to avoid
Financial planning workspace with analysis documents

Programme starts October 2025

Our next cohort launches in autumn. Classes run twice weekly for twelve weeks, with flexible evening and weekend slots to fit working schedules.

See full schedule →
Student reviewing financial concepts during session
01

Practical scenarios, not theory lectures

Every session works through real situations—buying property, changing jobs, starting families. You'll analyze actual cases and build frameworks you can apply immediately to your own circumstances.

Interactive financial planning discussion group
02

Small groups with direct instructor access

Maximum fifteen participants per cohort. Everyone gets individual feedback on their specific situation. No generic advice or one-size answers—just honest guidance based on what makes sense for where you're at financially.

£

UK-focused content

All material addresses British tax rules, pension systems, and financial products. No translating American advice or filtering irrelevant international examples.

What past participants say

Previous cohorts consistently mention three things: clarity on ISA strategies they'd misunderstood for years, confidence making pension decisions, and practical budgeting methods that don't require constant tracking. These themes come up repeatedly in feedback.

Continuing resources

Course access doesn't expire. Material updates as regulations change, and you can revisit sessions when circumstances shift.

Flexible participation

Sessions recorded for schedule conflicts. Discussion forums stay active between meetings. Work through content at your own pace while still getting live interaction.

No financial sales

We don't sell products or earn commissions. Just education. Recommend what makes sense, even when it's boring index funds and basic savings accounts.

"Honestly, I'd been putting money in the wrong accounts for three years. The ISA explanation alone saved me hundreds in unnecessary tax. Wish I'd found this programme earlier, but at least I've sorted it now."
Testimonial from Callum Fergus

Callum Fergus

Completed programme January 2025

Ready to sort your savings properly?

Next cohort opens for registration in July 2025. Limited to fifteen participants to maintain quality interaction and individual attention.