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

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

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

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

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