Transform Your Financial Future Through Expert Guidance
Our comprehensive learning program combines practical financial strategies with personalized mentorship to help you build lasting wealth and security.
Start Your Journey TodayReal-World Financial Mastery
We don't just teach theory. Our program focuses on practical skills you can apply immediately to improve your financial situation and build long-term wealth.
- Personal budgeting and cash flow management
- Investment strategies for different life stages
- Risk assessment and portfolio diversification
- Tax optimization techniques
- Retirement planning and pension strategies
- Property investment fundamentals
Your Learning Journey
Our 12-month program is structured in phases, each building on the previous to create a comprehensive understanding of financial management.
Foundation Building
Months 1-3
Start with the basics: understanding cash flow, creating realistic budgets, and identifying your financial goals. You'll learn to track expenses effectively and spot opportunities for improvement in your current situation.
Investment Principles
Months 4-6
Explore different investment options, from ISAs and bonds to stocks and funds. We cover risk tolerance assessment and help you build a diversified portfolio that matches your personal circumstances and timeline.
Advanced Strategies
Months 7-9
Dive deeper into tax-efficient investing, pension optimization, and property investment basics. Learn about different account types and how to structure your finances for maximum benefit.
Long-Term Planning
Months 10-12
Focus on retirement planning, estate considerations, and creating a sustainable financial plan for the future. Develop skills to regularly review and adjust your strategy as life changes.
Learn From Experienced Professionals
Our mentors bring decades of real-world experience from banking, financial planning, and investment management to guide your learning journey.
Roxanne Kilbride
Investment Strategy
Former portfolio manager with 15 years at major investment firms. Specializes in helping individuals build diversified investment portfolios tailored to their risk tolerance and goals.
Keiran Blackstone
Retirement Planning
Chartered financial planner with expertise in pension optimization and retirement strategies. Helps clients navigate the complexities of UK pension regulations and tax implications.
Zelma Thornbury
Tax Optimization
Former tax advisor with deep knowledge of UK tax law and investment vehicles. Focuses on helping individuals minimize tax burden while maximizing growth potential.
Claressa Grimsby
Property Investment
Property investment specialist with extensive experience in buy-to-let markets. Guides students through property evaluation, financing options, and rental yield optimization.
Ready to Take Control of Your Financial Future?
Our next cohort begins in September 2025, with limited spaces available. Each program is capped at 25 participants to ensure personalized attention and meaningful interaction with mentors and fellow learners.
Program Schedule
12-month program starting September 2025. Weekly 2-hour sessions, plus monthly one-on-one mentoring calls. Flexible evening and weekend options available for working professionals.
Investment & Value
Program fee covers all materials, weekly group sessions, monthly individual mentoring, and lifetime access to our resource library. Payment plans available to make learning accessible.
What You'll Achieve
By completion, you'll have a personalized financial plan, active investment portfolio, and the knowledge to make informed decisions about your money for years to come.