Services - finovault-tec

Educational Programmes

Each service is designed to address specific aspects of financial management with practical, actionable guidance.

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Personal Budget Planning

Learn to create a budget that works with your lifestyle. We analyse your income and expenses, identify spending patterns, and develop a realistic plan you can actually follow. Includes personalised spreadsheet templates and tracking methods.

£149 per session

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Savings Strategy Development

Discover proven techniques for building savings consistently. From emergency funds to specific goals, we help you establish automatic systems and mental frameworks that make saving feel natural rather than restrictive.

£179 per session

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Investment Fundamentals

Understand stocks, bonds, funds, and other investment vehicles without the confusion. We cover risk assessment, diversification principles, and how to evaluate investment options for your situation and timeline.

£249 per session

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Debt Management Guidance

Develop a clear strategy for addressing existing debt. We compare repayment approaches, help prioritise obligations, and create a timeline that balances debt reduction with other financial goals.

£169 per session

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Retirement Planning Basics

Whether retirement is decades away or approaching soon, understanding pension options and retirement accounts matters. Learn about workplace schemes, personal pensions, and calculating what you may need.

£219 per session

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Complete Financial Review

A comprehensive assessment of your entire financial picture. We examine income, expenses, savings, debt, insurance, and goals to create an integrated plan addressing all aspects of your financial life.

£349 per session

How Sessions Work

Each session runs approximately 90 minutes and can be conducted in person at our London office or via video call for clients elsewhere in the UK.

Before your session, we send a brief questionnaire to understand your current situation and specific concerns. This preparation ensures we use our time together efficiently and address your actual needs.

Following your session, you receive written materials summarising key points, recommended actions, and resources for continued learning.

Professional office workspace with natural light

What is Included

Every service includes these core elements to support your learning.

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Pre-Session Assessment

Questionnaire to identify your specific situation and learning objectives before we meet.

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One-to-One Guidance

Dedicated time with an experienced educator focused entirely on your questions and circumstances.

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Written Summary

Comprehensive notes from your session including action items and resources for reference.

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Follow-Up Support

Email support for two weeks after your session to address questions as you implement learnings.

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Practical Templates

Spreadsheets and tools relevant to your service area for immediate practical use.

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Reading List

Curated recommendations for books and resources to deepen your understanding over time.

Programme Packages

Save when you commit to multiple sessions.

Foundation Package

Budget Planning and Savings Strategy sessions together. Perfect for establishing core financial habits.

£295 saving £33

Wealth Building Package

Investment Fundamentals and Retirement Planning together. Ideal for those ready to grow their assets.

£425 saving £43

Complete Journey Package

All six services over a structured timeline. Comprehensive financial education from basics to advanced topics.

£1,095 saving £219

Book Your Session

Select your preferred service and tell us about your goals.

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Your Financial Goals

Frequently Asked Questions

Do I need any preparation before my session?

We will send you a brief questionnaire after booking. Having recent bank statements available can be helpful but is not required.

Are sessions available outside London?

Yes, we offer video sessions for clients throughout the UK. The experience and materials are identical to in-person sessions.

Can I switch between services after booking?

Absolutely. If your needs change, contact us at least 48 hours before your scheduled session to discuss alternatives.

What if I need more than one session on a topic?

Additional sessions on the same topic receive a 15% discount. Many clients find one session sufficient with the follow-up support included.

Our Services