Classes

All the tools you need to get started with your financial planning.

Ready for some financial housekeeping? These classes, all led by experts in their fields, will take you through a series of financial fundamentals - from tax to penions and thinking about investment, you'll come away with a renewed sense of confidence to build your wealth for the future.


 

Frankie's Foundations 

S1: E1 - Building your financial foundation

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S1: E2 -

Savings Strategies

 

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S1: E3- Understanding Credit & Debt

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S1: E4-

Investing

 

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S1: E5-

Understanding ISA's

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S1: E6-

Savings Pots

 

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S1: E7-

Finding the right financial advisor

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S1: E8-

The importance of one off financial advice

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S1: E9-

Debunking financial planning myths 

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Self

This class is led by Frankie and will talk you through how to assess your current finances. 

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Tax

Take a look at your taxes and let us walk you through ways you might want to optimise them.

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Accumulation

In this class, we'll demystify the fundamentals of investing.

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Pensions

Take a look at your current pensions and what you could do to increase your final pot.

 

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Life insurance

In this class, you'll learn how to protect your legacy, along with the assets you've built. 

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Educate

A class on how to stay in the loop with the latest financial news and trends. 

 

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