A video-based training session, downloadable to a device of your choice, where we will explain how to complete the budget planner and why you should do one, along with case studies and worked examples to help you. You will also get a copy of the budget planner and a workbook by email.

This is for you if:

*You need a little help in understanding figures

*You have the time, and motivation to complete the course at home, and not leave it resting in your inbox

*You would like someone to talk you step by step through the process, whilst giving you the flexibility to work at your own pace

A one hour 1-2-1 session with a qualified Financial Adviser to help you complete your budget planner, understand it and how it impacts on your life choices. We will create a plan of next steps designed on an individual basis, helping you move towards the financial future you deserve, and you will receive this by email after the meeting.

The meeting can be carried out face-to-face if you live or work in Kent, or remotely by Skype / Zoom meeting for those further afield. Full email and telephone support included, including a pre-meeting call, and post-meeting reviews.

This is for you if:

*You need someone to hold your hand through the process

*You want to make some changes in your spending or saving

*You want to talk about Tax-savings and alternative income streams

*You want to avoid putting it off, and just get it done!

Should we then go on to work together, you will receive a £100 discount from our standard Financial Planning or Mortgage Arrangement Fees as well as being eligible to join our referral programme.