Think Like a bank
Our role as Money Management Consultants is to focus solely on your financial situation. Some of the areas we look at are income, outgoings, savings and debt, in order to plan workable strategies and achievable goals for you to successfully manage your finances both for the present and the future.
After the first consultation we work together and agree on how many sessions are needed to address any identified issues.
We design programmes and tailor material to teach people how to master the basic principles that are essential for making the right financial choices. The material will help to identify your strengths and weaknesses and show you how to develop strategies that will carefully build your financial security. Ultimately, the approach is to help develop self-monitoring techniques in order to maintain your right financial balance.
Our 25 years experience in the financial sector has given us an in depth understanding of money management
principles. The knowledge of how to save and invest wisely has given us the skills and techniques to avoid debt and maximise our capital.
There are two aspects to our company: Firstly, our passion is to work alongside parents and children to help them learn the basics of how to manage their finances
96 Harley St London W1G 7HY | 07845891035 |