Expert-Led Financial Education

Learn directly from seasoned professionals who've navigated real financial markets and built successful careers in money management

Meet Your Financial Mentors

Our instructors bring decades of combined experience from investment firms, corporate finance departments, and independent financial planning practices. They're here because they genuinely enjoy sharing what they've learned.

Marcus Whitfield

Marcus Whitfield

Former Investment Analyst

Marcus spent fifteen years at mid-tier investment firms before transitioning to education. His approach focuses on breaking down complex financial concepts into digestible pieces. He's particularly good at explaining why certain financial principles work the way they do, rather than just what to memorise.

Portfolio Theory Risk Assessment Market Analysis
Felix Thornbury

Felix Thornbury

Certified Financial Planner

After running his own financial planning practice for over a decade, Felix joined our team to share practical budgeting strategies that actually work for real people. His sessions often include case studies from his client work – names changed, obviously – showing how theory applies to everyday situations.

Personal Budgeting Tax Planning Retirement Prep
Rupert Ashworth

Rupert Ashworth

Corporate Finance Director

Rupert brings a unique perspective from his years managing corporate budgets and financial strategy. He's excellent at teaching the mindset shifts that separate people who struggle with money from those who manage it confidently. His workshops include plenty of interactive exercises and real-world scenarios.

Strategic Planning Cash Flow Management Financial Psychology

Our Teaching Philosophy

We believe financial education works best when it connects theory to practical application. Our instructors don't just lecture – they guide you through real scenarios and help you develop the analytical thinking that leads to better money decisions.

  • Start with fundamentals, then build complexity gradually
  • Use real case studies from actual financial situations
  • Encourage questions and foster open discussion
  • Focus on developing critical thinking skills
  • Provide ongoing feedback and personalised guidance
1

Foundation Building

Establish core financial literacy concepts

2

Practical Application

Apply concepts to realistic scenarios

3

Skill Development

Build analytical and decision-making abilities

4

Independent Mastery

Develop confidence in financial management

Personalised Guidance & Mentorship

Beyond classroom instruction, our experts provide individual guidance tailored to your specific financial circumstances and goals. This isn't about generic advice – it's about understanding your unique situation and helping you develop strategies that actually fit your life.

"The best financial education happens when you can ask questions about your real situation and get thoughtful, experienced guidance in return."
One-on-one mentorship sessions begin in August 2025
1:1

Individual Consultations

Monthly one-on-one sessions where you can discuss your specific financial questions and get personalised guidance from experienced practitioners.

Q&A

Open Office Hours

Weekly drop-in sessions where you can ask questions, clarify concepts, and get additional help with topics you're finding challenging.

Progress Reviews

Regular check-ins to assess your understanding, identify areas for improvement, and adjust your learning path based on your developing interests and goals.