Information on this site is advertising in nature Cardiff, United Kingdom

Youth Programmes

Building financial foundations early creates lifelong benefits. Our youth courses make money management engaging and relevant.

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Junior Money Masters

Perfect for children aged 8-12. This interactive programme covers saving basics, understanding the difference between needs and wants, setting achievable financial goals, and the fundamentals of earning through chores and responsibilities. Activities include budgeting games, goal-setting exercises, and a final project where students create their own savings plan.

£145 / 8 weeks
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Teen Finance Foundations

Designed for 13-17 year olds preparing for adult financial life. Topics include understanding bank accounts, managing first job income, responsible spending habits, introduction to credit, and avoiding common financial pitfalls young adults face. Students gain practical skills through real-world simulations and case studies.

£189 / 10 weeks
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Young Entrepreneurs Workshop

A specialised programme for teenagers interested in starting their own ventures. Covers business basics, simple bookkeeping, pricing products and services, customer relations, and managing small business finances. Participants develop and present their own business concept as the final project.

£215 / 6 weeks
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Adult Courses

Whether managing household finances or planning for retirement, our adult programmes provide practical skills for every stage of life.

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Personal Finance Essentials

A comprehensive introduction covering budgeting techniques, building emergency funds, understanding credit scores, debt management strategies, and creating sustainable spending habits. Ideal for those wanting to strengthen their financial foundation or reset after financial difficulties.

£275 / 6 weeks
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Investment Basics Workshop

Demystifies investing for beginners. Learn about different investment vehicles including stocks, bonds, and funds. Understand risk assessment, portfolio diversification, and how to evaluate investment opportunities. Includes practical exercises using simulated portfolios to apply learned concepts.

£325 / 8 weeks
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Retirement Planning Intensive

Strategic planning for your financial future beyond work. Covers pension options, state benefits, withdrawal strategies, healthcare cost planning, and lifestyle budgeting for retirement years. Suitable for those 10-30 years from retirement wanting to ensure adequate preparation.

£349 / 5 weeks
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Small Business Finance

Essential financial management for small business owners and sole traders. Topics include cash flow management, pricing strategies, tax obligations overview, separating personal and business finances, and planning for business growth. Practical focus on day-to-day financial operations.

£395 / 8 weeks
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Tax Planning Fundamentals

Navigate the UK tax system with confidence. Understand income tax, National Insurance, allowable deductions, self-assessment requirements, and legitimate tax-efficient strategies. Particularly valuable for self-employed individuals and those with multiple income sources.

£285 / 4 weeks
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Debt Freedom Programme

A supportive programme for those working to eliminate debt. Covers debt prioritisation methods, negotiation with creditors, budgeting during repayment, rebuilding credit, and preventing future debt accumulation. Includes confidential one-on-one planning sessions.

£245 / 6 weeks
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Frequently Asked Questions

What qualifications do your instructors have?

Our instructors come from diverse financial backgrounds including banking, investment management, accountancy, and financial planning. Most hold professional qualifications such as Chartered Financial Analyst, Certified Financial Planner, or equivalent credentials. All have practical industry experience alongside teaching expertise.

Are courses available in the evenings or weekends?

Yes. We understand our students have busy schedules. Most adult courses are offered in both evening sessions (typically 6:30-8:30 PM) and weekend morning options. Youth programmes primarily run on Saturday mornings, with some after-school options available during term time.

Do you offer family or group discounts?

We offer a 15% discount when two or more family members enrol in courses simultaneously. For workplace groups of five or more from the same organisation, we provide customised group rates. Contact us directly to discuss your specific requirements.

What materials are included in the course fee?

All course fees include workbooks, worksheets, and supplementary reading materials. Adult courses also provide access to our online resource library for six months following course completion. Youth programmes include take-home activities for continued learning.

Can I request a refund if the course is not suitable?

We offer a satisfaction guarantee. If you attend the first session and feel the course is not appropriate for your needs, you may request a full refund within 48 hours. After the second session, refunds are prorated based on remaining sessions minus an administration fee.

Enrol in a Course

Complete the form below and our team will contact you with available session times and enrollment details.

Disclaimer: Course content is educational in nature and does not constitute regulated financial advice. The skills and knowledge gained may support better financial decision-making, but individual results will vary based on personal circumstances, commitment to applying learned principles, and external economic factors. Consult with qualified professionals for advice specific to your situation.