Our Services
From personal budgeting to business financial management, we offer practical guidance tailored to your specific needs and goals.
What We Offer
Our services are designed to meet you where you are. Whether you're looking for a one-time consultation to address a specific question or ongoing support as your financial situation evolves, we have options that fit.
Personal Budget Planning
From £95A comprehensive review of your income and spending to create a realistic, sustainable budget that aligns with your goals.
- Complete income and expense analysis
- Identification of savings opportunities
- Custom budget template creation
- Goal-setting framework
- Follow-up check-in after 30 days
Retirement Preparation Review
From £175Understand where you stand for retirement and what steps you can take now to improve your future financial security.
- Pension analysis and projection
- State pension entitlement review
- Retirement income modelling
- Gap analysis and recommendations
- Written summary report
Small Business Financial Setup
From £295Get your business finances organised from the start with proper systems, tracking methods, and financial foundations.
- Business account structure guidance
- Bookkeeping system setup
- Cash flow tracking templates
- Invoice and payment process design
- Basic financial reporting framework
Tax Planning Consultation
From £125Learn which tax allowances and reliefs apply to your situation and how to structure your finances for efficiency.
- Personal allowance optimisation
- ISA and pension contribution guidance
- Self-employment tax overview
- Record-keeping best practices
- HMRC deadline awareness
Cash Flow Management
From £195Master the timing of money in and out of your business to avoid cash crunches and make better financial decisions.
- Cash flow cycle analysis
- Seasonal variation planning
- Payment timing optimisation
- Cash reserve recommendations
- 12-month cash flow forecast
Couples Financial Planning
From £165Navigate shared finances with your partner, from combining accounts to planning joint goals and managing different money styles.
- Joint vs separate accounts guidance
- Shared goal prioritisation
- Expense splitting strategies
- Communication frameworks
- Joint financial plan creation
Debt Reduction Strategy
From £115Create a realistic plan to reduce and eliminate debt, understanding which debts to prioritise and how to stay motivated.
- Complete debt inventory
- Interest cost analysis
- Repayment prioritisation strategy
- Monthly payment optimisation
- Progress tracking system
Financial Health Check
From £85A focused one-hour session to review your overall financial position and identify the most impactful areas for improvement.
- Quick financial snapshot
- Strengths and vulnerabilities assessment
- Top three priority recommendations
- Resource suggestions
- Next steps outline
Ongoing Support Packages
For those who want regular guidance as their financial situation evolves, we offer monthly support arrangements.
Personal Support
£75/month- Monthly 30-minute check-in
- Budget review and adjustment
- Email support between sessions
- Quarterly progress report
Business Support
£150/month- Monthly 60-minute session
- Cash flow monitoring
- Financial statement review
- Unlimited email support
- Quarterly strategy review
Comprehensive
£250/month- Weekly availability
- Full financial management support
- Proactive monitoring
- Priority scheduling
- Annual comprehensive review
How It Works
Choose Your Service
Select the service that best matches your current needs. Not sure which one fits? We can help you decide during an initial conversation.
Schedule a Session
Book a time that works for you. We offer both in-person appointments at our Nottingham office and video consultations.
Prepare Your Information
We'll send you a simple checklist of documents and information to gather before our meeting to make the most of your time.
Receive Your Plan
After our session, you'll receive written recommendations and action steps you can implement right away.
Why Work With Us
No Commission Bias
We don't sell products, so our advice is always in your best interest, not ours.
Clear Pricing
All fees are disclosed upfront. No hidden charges or surprise invoices.
Practical Focus
Every session ends with concrete actions you can take, not abstract theory.
Personal Attention
We limit our client load to ensure everyone receives dedicated, thoughtful guidance.
Service Questions
Absolutely. Many clients start with a Financial Health Check to identify priorities, then book specific services based on what emerges. We also offer package discounts when booking multiple services together.
These are our most common services, but we often work on custom requests. Get in touch to discuss your specific needs, and we'll let you know if we can help or recommend someone who can.
A Financial Health Check is a focused one-hour session. Most other services involve an initial meeting of 60-90 minutes, followed by our preparation work, and a follow-up to discuss recommendations. Total engagement time varies by complexity.
We offer reduced rates for students, pensioners on fixed incomes, and those facing financial hardship. We believe financial guidance should be accessible, so please mention your circumstances when booking.
We accept bank transfer and all major debit/credit cards. Payment is typically due after the service is delivered, though ongoing support packages are billed monthly in advance.
Ready to Get Started?
Have questions about which service is right for you? Reach out and we'll help you find the best fit for your situation.
Contact Us