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Service Packages

Each service is designed to address specific financial challenges. Choose the one that best matches your current priorities.

Budget planning with calculator and spreadsheet

Budget Assessment

A thorough examination of your monthly income and expenses to identify spending patterns, potential savings, and areas requiring attention. Includes a written summary with actionable recommendations.

£95 per session

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Debt Management Plan

Strategic approach to tackling existing debts, prioritising repayments, and negotiating with creditors where appropriate. Includes personalised repayment schedule and progress tracking framework.

£175 initial plan

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Investment Guidance

Educational consultation covering investment fundamentals, risk assessment, and options suitable for your financial situation. Focus on ISAs, workplace pensions, and beginner-friendly portfolios.

£220 consultation package

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Retirement Planning

Comprehensive review of pension entitlements, projected retirement income, and strategies to bridge any gaps. Suitable for those within 15 years of planned retirement.

£185 per consultation

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Credit Score Improvement

Analysis of factors affecting your credit score with targeted recommendations for improvement. Includes guidance on credit report interpretation and dispute resolution.

£110 per session

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Ongoing Financial Support

Monthly check-ins to review progress, address new challenges, and adjust strategies as your situation evolves. Includes priority email support between sessions.

£65 per month

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How Our Process Works

We follow a structured approach to ensure you receive maximum value from each consultation.

Initial Contact: You reach out via our form or email, describing your primary financial concern.
Discovery Call: Brief conversation to understand your situation and confirm which service suits your needs.
Consultation Session: In-depth meeting (in-person or video) to analyse your finances and develop recommendations.
Action Plan Delivery: Written summary with clear steps you can implement immediately.
Follow-up Support: Questions answered via email for 14 days following your session.

Frequently Asked Questions

Common queries about our services and approach.

How long does each session last?

Most consultations run between 60 and 90 minutes, depending on the complexity of your situation. Budget Assessments typically take 60 minutes, while Investment Guidance sessions may extend to 90 minutes to cover all necessary material.

Can I combine multiple services?

Yes, many clients begin with a Budget Assessment and add Debt Management or Investment Guidance as follow-up sessions. We offer a 10% discount when booking two or more services together.

Do you offer sessions outside of Birmingham?

We conduct sessions both in-person at our Birmingham office and via secure video conferencing. Video sessions are available to clients throughout the United Kingdom.

What should I bring to my first consultation?

Recent bank statements (last three months), any loan or credit documentation, pension statements if applicable, and a list of your monthly regular payments. More detailed guidance is provided upon booking.

Is there a cancellation policy?

Sessions cancelled with more than 48 hours notice receive a full refund. Cancellations within 48 hours are subject to a 50% fee. We understand circumstances change and handle each case individually.

Our Services

Service Packages

Budget Assessment

Debt Management Plan

Investment Guidance

Retirement Planning

Credit Score Improvement

Ongoing Financial Support

How Our Process Works

Frequently Asked Questions

How long does each session last?

Can I combine multiple services?

Do you offer sessions outside of Birmingham?

What should I bring to my first consultation?

Is there a cancellation policy?

Not Sure Which Service You Need?