How Does The Process Work?
Naturally, you will have some questions so I’ve outlined a selection of the most common queries I’ve received from individuals who find themselves in need of financial support or interested in educating themselves in relation to finance.
I welcome any other questions you may have that aren’t addressed here, please feel free to get in touch with me.
How are our sessions conducted?
1:1 sessions can be conducted online. However workshops and corporate talks and events are usually face-to-face.
What sort of information will I need to start the process?
This will be determined after a consultation in the initial discovery telephone call.
How many 1:1 sessions will I need to book?
This is specific to each individual and their needs. You are not required to complete a set number of sessions. However, in the initial consultation we will discuss the various options and packages that my suit your individual needs.
How many people can attend a workshop?
This will depend on the workshop content and if it is undertaken online or a face-to-face workshop.
At the moment, online group workshops are currently open to a maximum of eight participants. If requested, tailor-made workshops and training sessions can include more than eight participants.
Can I book a once-off consultation with you?
Yes, it is possible to book a once off consultation. However, depending on your specific circumstances and your individual needs, this may not be suitable for everyone.