Services

We deliver flexible learning paths for individuals, households, and teams across Leeds. Each service focuses on practical tools that make day-to-day decisions easier.

Included with every programme

Clear session notes, budgeting templates, and a follow-up check-in within four weeks of completion.

Core services

Financial Foundations Workshop

A two-session introduction to budgeting, goal planning, and cash-flow routines for Leeds residents.

£180 per participant

Household Planning Intensive

A personalised session that aligns household income, bills, and lifestyle goals into one clear plan.

£320 per household

Career Transition Budgeting

A coaching package for people preparing for job changes, study, or freelance work.

£260 per person

Team Financial Wellbeing Sessions

Half-day workshops for organisations that want to support staff confidence with money.

£980 per session

Benefits of working with us

Our approach is structured, empathetic, and focused on the realities of Leeds costs and opportunities.

Clear next steps

Every participant leaves with a weekly routine and check-in guide.

Local insight

We share context on housing, commuting, and regional support options.

Flexible delivery

Sessions are available in person or in small online groups.

Service comparison

Workshops

Structured learning with a peer group and facilitator-led exercises.

Best for community and team settings.

Intensives

One-to-one or household-focused planning with tailored templates.

Best for complex goals and life transitions.

Coaching

Ongoing support with monthly momentum sessions.

Best for staying accountable over time.

Our delivery process

We focus on making sure every session feels useful and easy to apply.

Discovery briefing

We confirm goals, context, and the right format for your team or household.

Session delivery

Interactive learning with practical exercises and time for questions.

Follow-up support

We check in with progress notes and optional coaching sessions.

Services FAQ

Yes. We design everything around foundational skills and build complexity only when needed.

Absolutely. We tailor examples to your team and offer private delivery options.

Yes, participants receive a toolkit with templates, checklists, and reading guides.

Need help choosing a service?

We can recommend the right mix based on your goals and schedule.

Talk with our team