Financial education workshops and personal coaching

Helping you up

Please note:

This page outlines my prices for financial education and coaching work.

If you’re not familiar with coaching – or the value of it – start here

Or, to learn more about the financial planning elements of my coaching – start here

Rule 1. The only rule. Engage the right person

Talk to the wrong person about your financial plans and it’ll cost you a fortune OR put you off saving or investing for life.

The good news is that it doesn’t have to cost very much, to hire a good coach. And it might just save you from these nightmares.

But you do have to choose carefully. If you want ‘specialist’ input, you need to find someone competent and experienced in that area. And you need to know that you can trust them – to have your interests at the centre of their work.

This is my focus

My specialisms are in helping people to understand their money and make better decisions about it – and through coaching in sales and marketing skills – to help people earn more money too.

If you’d like to explore these areas further, just drop me a line from the contact page. 

And, if I think I can help, we can book an initial conversation (in person on online) to help us both work out whether I’m right for you.

If you contact me, I’ll reply – just as soon as I can.

All the best for now


Contact me here with your enquiry or with any questions

And please bear in mind that I only have a limited number of coaching spaces.

So, I cannot offer these services to everyone who wants them.

My ‘standard’ prices are shown below 

Terms for professional introducers (accountants, solicitors, financial advisers etc) are available on request.

Your Education and Coaching Choices

Financial Freedom Essentials

Financial Freedom Essentials

Kickstart your money plan

A fast-paced session to learn:

(1) How to plan your big financial goals – on one sheet of paper

(2) How to rate any investment put to you (before you jump into it!) and

(3) How to estimate the cost of the pension you want

You do not need to share your financial details for this session.

Please note:

This fast-paced session covers a lot of ground in a limited amount of time.

If you’d prefer more time (for questions and to get more help) go for the full day workshop.

This session comes with a money back guarantee of satisfaction.

Contact Me

Financial Freedom Group workshop

Financial Freedom Group workshop

Planning and Psychology

A fun, full-day workshop to learn:

(1) How to plan your big financial goals – on one sheet of paper

(2) How to rate any investment put to you (before you jump into it!)

(3) How to estimate the cost of your pension and other financial life goals

(4) How to save hundreds or thousands of pounds in charges on your money and

(5) How we can deal with the “enemies within” (our own heads) to avoid the big money mistakes.

You don’t need to share your financial details for this session.

And it comes with a money back guarantee of satisfaction.

Contact Me

Financial Freedom Coaching

Financial Freedom Coaching

Taking it one step at a time

A series of coaching sessions

Learn everything from the one-day workshop – and more.

Work on what you want – in your own sessions – with time to reflect afterwards

Learn to earn more money with coaching on your sales and marketing skills.

And build a stronger platform for your future – based on your strengths and values.

Use your coaching time as you need it. Access me for help with ‘ad hoc’ issues – between coaching sessions.

Money back guarantee applies.

Opt out’ of coaching at any point for a full refund of your account balance.

Contact Me

This is very different from financial advice

No one will try to sell you any financial products of any kind (before or after your coaching or workshop)

This is about education or coaching on the fundamentals of financial planning and on how our natural human biases get in the way.

These are the things that can help you make better decisions about your money – throughout your life 🙂

Money Back Guarantee of satisfaction

All these sessions have a money back guarantee of satisfaction.

You can ‘opt out’ early for a 100% refund of your payment if you don’t think you’ll gain full value.

No quibbles. That’s my guarantee.

Which package offers the best value?

My best value package is the ‘Financial Freedom’ Group workshop.

It’s a full day that gives you all the core knowledge and skills you need – to map out your own financial plan.

So, this day could truly transform your how you view your money – as it does for most people.

Workshop Testimonials

Keep your personal finances – to yourself!

I know that money can be a scary subject so, in this (and the half day) group workshops, you are not asked to say anything about your money.

If you want some personal help – to work through your personal plan – then I’ll give it where there’s time.

But there’s absolutely no obligation to share ANY personal details either before, during or after this session

This is about equipping you with the knowledge and skills you need

to make better financial decisions – whatever your situation.

Even better value when shared

The full-day group workshop can cost from as little as £25 per person for groups of 100+

Or, you can pay £700 to have a full day private workshop – all to yourself.

Tell me your group size at your business – or for a private group of friends – and I’ll quote you a price – just contact me here

Questions and availability check

If you have any questions about my services OR you just want to check my availability for an initial FREE consultation – message me from here

(And start moving towards where YOU want to be)

All the best for now

And thanks for dropping in …


For more ideas around money and personal performance, in an occasional newsletter, sign up here.

And, as a thank you, I’ll send you my ‘5 Steps for planning your Financial Freedom’ … and the first chapter of my book, ‘Who misleads you about money?’Newsletter inviteOr, if you’d like more frequent ideas (and more interaction) …join my facebook group here
Join Facebook Group

And feel free to share your thoughts in the comments below.

You can comment as a guest (just tick that box) or log in with your social media or DISQUS account.