Choose the depth that suits your team.

Each service is delivered in Cardiff and tailored to the size of your team. Pricing covers preparation, delivery, and a concise action plan after the session.

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Hands reviewing printed financial charts

Budget Mapping Session

Identify spending priorities and build a clear monthly budget map.

£382 per session
Notebook beside a tidy desk setup

Cash-Flow Clarity Audit

Create a forecasting timeline and remove the guesswork from timing.

£618 per audit
Sunlit workspace with documents and pen

Monthly Money Routine Setup

Establish a repeatable monthly review that keeps owners aligned.

£467 setup fee
Team members collaborating over notes

Team Finance Basics Workshop

Half-day learning sprint for teams that want shared financial literacy.

£942 per workshop

A concise playbook after every engagement.

You receive a summary document, recommended metrics, and a list of next actions. Teams can add follow-up support on a monthly retainer if they want ongoing guidance.

Open laptop with a clean notebook