Delivering personal finance workshops to institutions since 2001
40k
Staff we've advised at universities and schools
120+
Institutions that we've worked with to improve the financial lives of their staff
10k
Presentations that we've given at institutions since 2001
How It Works
#1
You tell us which topic you'd like us to cover and pick a date for us to visit.
#2
We prepare a presentation bespoke to your staff.
#3
One of our expert advisers will present to you and offer advice on the topic.
Workshops covering everything from money management to retirement planning. If there's something specific you'd like us to cover, just ask. We'd be happy to oblige.
Raise Financial Awareness
It's no secret that money problems can lead to depression and anxiety. Unfortunately, most people aren't aware of the problem until it's too late. Prevent your staff from facing future financial issues by raising their financial awareness today.
Learn to Manage Your Money
To achieve your financial goals, you have to know how to manage your money. Learn how to create and manage a budget. Includes simple tricks on how to save more. And putting your savings on autopilot
Better Financial Habits
Saving doesn't have to be a struggle. In fact, with the right approach, it can be your default. A step-by-step guide to building a savings habit. Including tools and tips to help you build better financial habits.
Retirement Planning
Planning for retirement early is critical. We'll cover what types of pension you have and what this will mean for your retirement. And what steps you should be taking now in order to have the retirement you want.
Expert Financial Advisers
Antony Howard
Level 4 Qualified Financial Adviser
David Smith
Level 4 Qualified Financial Adviser
Martin Jackson
Level 4 Qualified Financial Adviser
Carla Tucker
Level 4 Qualified Financial Adviser
Rachel Legg
Level 4 Qualified Financial Adviser
Thomas Hawes
Level 6 qualified Chartered Financial Planner
Andrew Stephenson
Level 4 Qualified Financial Adviser
Chris Woodhouse
Level 4 Qualified Financial Adviser
Help your staff take control of their finances
Book a FREE workshop today
“The TPS and LGPS presentations given by Antony and Richard respectively were fantastic. They both knew their subject areas very well and kept staff engaged throughout the session.”
Florence Alozie
University of East London