Financial education matched to life stage
Different ages need different approaches. Same core principles, tailored applications.
A seven-year-old learning about saving has different needs than a sixty-year-old managing pension withdrawals. Both deserve education designed specifically for their situation.
Young Savers Foundation
Ages 7-11
Children build money confidence through interactive games, storytelling, and practical exercises. We cover earning basics, saving strategies, and distinguishing needs from wants.
What they'll learn
- Where money comes from and why it matters
- Setting and achieving savings goals
- Understanding coins and notes
- Making spending choices
- The basics of earning through chores or tasks
Format
Weekly 60-minute sessions over eight weeks. Saturday mornings or Wednesday after-school slots available.
Investment per term
£127.50
All materials included
Teen Money Mastery
Ages 12-17
Teenagers explore real-world financial scenarios. Budgeting. Part-time work decisions. Digital payments. University finance preparation. The money skills schools skip.
What they'll learn
- Creating and maintaining a realistic budget
- Understanding payslips and tax basics
- Digital banking and payment security
- Student finance and university costs
- Introduction to saving and investing
- Avoiding debt traps and credit pitfalls
Format
Weekly 75-minute sessions over eight weeks. Saturday afternoons or Thursday evening options.
Investment per term
£156.75
All materials included
Adult Financial Foundations
Ages 18-45
Working adults master essential financial skills. Budgeting under pressure. Debt management. Savings strategies. Investment basics. Mortgage preparation. Building wealth alongside everyday expenses.
What you'll learn
- Creating sustainable budgets that actually work
- Emergency fund building strategies
- Debt reduction and management
- Pension basics and workplace schemes
- Mortgage preparation and property finance
- Introduction to investing and ISAs
- Tax efficiency for employed workers
Format
Weekly 90-minute sessions over eight weeks. Tuesday evenings or Sunday morning slots.
Investment per term
£218.00
Includes workbook and resources
Midlife Wealth Building
Ages 46-60
Peak earning years demand peak financial strategy. Investment diversification. Retirement planning that actually works. Protecting accumulated wealth. Maximising income before retirement approaches.
What you'll learn
- Accelerated pension building strategies
- Investment portfolio diversification
- Tax-efficient wealth accumulation
- Retirement income projection and planning
- Estate planning fundamentals
- Supporting adult children financially
- Protection strategies and insurance review
Format
Weekly 90-minute sessions over eight weeks. Wednesday evenings or Saturday mornings available.
Investment per term
£243.25
Includes comprehensive planning workbook
Retirement Income Mastery
Ages 60+
Transform pension savings into sustainable retirement income. Tax-efficient withdrawal strategies. Making your money last. Estate planning basics. Enjoying retirement without financial anxiety.
What you'll learn
- Pension withdrawal strategies and tax implications
- State pension maximisation
- Creating reliable income streams
- Investment adjustments for retirement
- Healthcare cost planning
- Estate planning and inheritance tax basics
- Avoiding retirement scams and fraud
Format
Weekly 75-minute sessions over eight weeks. Tuesday or Thursday morning sessions.
Investment per term
£189.50
Includes retirement planning toolkit
Family Financial Workshops
All ages together
Multi-generational sessions where families learn together. Shared financial goals. Money conversations that strengthen relationships. Building family wealth across generations.
What you'll learn
- Productive money conversations between generations
- Setting and achieving family financial goals
- Teaching children through family activities
- Coordinating financial support across generations
- Creating family wealth-building strategies
- Inheritance planning and communication
Format
Monthly 2-hour workshops. Sunday afternoon sessions. Up to 5 family members per booking.
Investment per session
£167.00
Per family (up to 5 members)
How our programmes work
Each term runs for eight weeks during school term times. Three terms annually: autumn, spring, and summer.
Classes meet at our Birmingham city centre location, accessible via New Street Station or local bus routes. Ample parking available nearby.
Maximum twelve participants per session ensures personal attention and genuine interaction.
All materials, workbooks, and resources included in programme fee. No hidden costs.
Payment plans available for those who need flexibility. Contact us to discuss options.
Ready to begin?
Reserve your place today