Training Services & Pricing
Build the financial skills that matter for your business or personal goals.
Core Training Programs
Each program combines theory with practical application, tailored to your experience level and objectives.
Budgeting & Cash Flow Management
From £495
Master the fundamentals of forecasting, monitoring, and optimizing cash flow to maintain healthy operations and make informed spending decisions.
- Cash flow forecasting techniques
- Budget creation and monitoring
- Working capital management
- Seasonal cash flow planning
- Emergency fund strategies
Financial Statement Analysis
From £595
Learn to read and interpret financial statements, understand key ratios, and use financial data to make strategic business decisions.
- Income statement interpretation
- Balance sheet fundamentals
- Cash flow statement analysis
- Key financial ratio calculation
- Trend analysis and benchmarking
Risk Management Fundamentals
From £545
Identify, assess, and mitigate financial risks before they become critical problems, protecting your business and personal assets.
- Risk identification frameworks
- Assessment and prioritization
- Mitigation strategy development
- Insurance coverage evaluation
- Contingency planning
Investment Strategy Basics
From £645
Build a solid foundation for making informed investment choices aligned with your goals, risk tolerance, and time horizon.
- Investment vehicle overview
- Asset allocation principles
- Diversification strategies
- Risk-return relationship
- Portfolio monitoring essentials
Pricing & Profitability Analysis
From £525
Understand cost structures, set profitable prices, and analyze which products or services truly drive your bottom line.
- Cost classification and behavior
- Break-even analysis
- Pricing strategy development
- Product profitability assessment
- Margin optimization
Financial Planning & Forecasting
From £575
Develop comprehensive financial plans and create realistic forecasts to guide business growth and strategic decision-making.
- Strategic financial planning
- Revenue forecasting methods
- Expense projection techniques
- Scenario planning
- Growth financing strategies
Debt Management & Financing
From £495
Navigate borrowing options, manage existing debt effectively, and understand when leverage helps versus when it hinders.
- Financing option comparison
- Debt structure optimization
- Interest cost minimization
- Debt repayment strategies
- Creditworthiness improvement
Tax Planning Fundamentals
From £545
Understand tax obligations, optimize tax efficiency within legal bounds, and avoid costly compliance mistakes.
- UK tax system overview
- Allowable deductions and credits
- Tax-efficient structures
- VAT management basics
- Record-keeping requirements
Business Acquisition Financial Due Diligence
From £795
Learn to evaluate business purchase opportunities, conduct financial due diligence, and assess whether acquisition targets are worth the investment.
- Financial statement verification
- Valuation methods overview
- Red flag identification
- Deal structure considerations
- Post-acquisition planning
Retirement & Pension Planning
From £595
Build a realistic retirement plan, understand pension options, and calculate how much you need to save for financial security.
- Retirement needs calculation
- Pension scheme comparison
- Contribution optimization
- Drawdown strategy planning
- State pension maximization
Flexible Learning Formats
Individual Training
One-on-one sessions tailored to your specific situation and learning pace. Ideal for business owners and individuals seeking personalized guidance.
- Fully customized curriculum
- Flexible scheduling
- Focus on your actual data
- Confidential environment
Team Training
Group sessions for business teams who need to develop shared financial understanding and improve cross-functional decision-making.
- Collaborative learning
- Team-specific scenarios
- Improved communication
- Cost-effective for groups
Ongoing Mentorship
Monthly guidance for clients who want continuous support as they implement financial management practices and face new challenges.
- Regular check-ins
- On-demand question access
- Accountability support
- Evolving curriculum
How Training Works
Initial Consultation
We discuss your current situation, challenges, and learning objectives to understand exactly what you need.
Customized Proposal
Based on our conversation, we propose a specific program structure, timeline, and pricing tailored to your goals.
Training Delivery
Interactive sessions combine explanation, discussion, and hands-on exercises using realistic scenarios or your actual data.
Implementation Support
Post-training guidance to help you apply what you've learned and address questions that arise during implementation.
Pricing Information
Prices listed represent starting points for standard individual training programs. Your actual investment depends on several factors:
- Depth of coverage required
- Number of participants (team training)
- Complexity of your specific situation
- Ongoing support needs
- Customization requirements
All pricing is transparent and agreed upfront. No hidden fees or surprise charges. We provide detailed proposals before you commit.
What You Gain
Decision Confidence
Make financial choices based on understanding, not guesswork or anxiety.
Financial Clarity
See through complexity to understand what your numbers really mean.
Problem Prevention
Spot warning signs early and address issues before they become crises.
Growth Foundation
Build the financial infrastructure needed to scale sustainably.
Service Questions
Most core programs involve 3-6 hours of direct training, typically split across multiple sessions to allow time for practice and questions between meetings. Complex topics or team training may require more time.
Absolutely. Many clients benefit from bundling related topics. We can create custom programs that address multiple areas and often provide more efficient pricing for combined training.
Yes. All training includes relevant materials, templates, and reference guides you can use during and after sessions.
Every program includes a reasonable amount of post-training support via email. For ongoing needs, we offer monthly mentorship arrangements.
Yes, for team training we can come to your Birmingham location. Individual training is typically conducted at our office or via secure video connection.
For larger programs, we can arrange payment in installments. Details are included in your custom proposal.
Ready to Invest in Financial Knowledge?
Contact us to discuss which services align with your needs and goals.
Start a Conversation