Financial foundations assessment
A 90-minute diagnostic covering income, obligations, and current habits.
£220Each engagement blends practical teaching with hands-on planning. Pick a single service or combine them into a longer programme.
A 90-minute diagnostic covering income, obligations, and current habits.
£220Two sessions to map income cycles, trim leakage, and stabilise monthly planning.
£460Tailored budgeting built around rent, transport, and local cost benchmarks.
£380Guidance for freelancers and founders managing mixed personal and business cash.
£540Clarify goals, risk tolerance, and the questions to ask regulated advisers.
£260A focused review to keep habits aligned with upcoming priorities.
£150We know Oxford's housing, transport, and academic rhythms.
Every plan is built together so you can maintain it independently.
Walk away with a calendar, action list, and confidence in the next steps.
Best for a clear snapshot of current finances and immediate priorities.
Ideal if income varies or savings goals keep slipping.
For owners balancing invoices, payroll, and personal living costs.
We review your goals, current tools, and upcoming obligations.
We build a plan that balances monthly flow with long-term milestones.
We test the plan against real numbers and adjust the routines.
You receive follow-up notes and optional check-ins.
Tell us about your goals and we will recommend the best starting point.