Let's Start Your Financial Planning Journey
Every question deserves a thoughtful answer. We're here to listen, understand your goals, and guide you through your next steps in building financial security.
Get in Touch
Red Walk, Newcastle upon Tyne
NE7 7BQ, United Kingdom
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What to Expect When You Contact Us
Financial planning isn't one-size-fits-all. When you reach out, we take time to understand your current situation, your concerns, and what you hope to achieve.
Our approach starts with listening. We've found that the best financial plans emerge from genuine conversations about real goals and honest assessments of where you are today.
- Initial consultation to understand your financial situation
- Clear explanation of available educational pathways
- Honest discussion about time commitments and expectations
- No-pressure environment to ask questions and explore options
Our Promise to You
We believe financial education should be accessible, practical, and grounded in real-world application. That's why we've built our programs around what actually works in today's financial landscape.
Honest Guidance
We'll tell you what we think will help, even if that means recommending a different approach than what you initially considered.
Practical Focus
Our courses emphasize skills you can actually use, with examples drawn from real financial situations and current market conditions.
Ongoing Support
Learning doesn't stop when the course ends. We're here to answer questions and provide guidance as you apply what you've learned.
When We're Available
Phone & Email
- Monday - Friday 9:00 AM - 6:00 PM
- Saturday 10:00 AM - 2:00 PM
- Sunday Closed
In-Person Meetings
- Monday - Thursday By Appointment
- Friday By Appointment
- Weekend Special Arrangements