Our services are designed to provide you with valuable knowledge and tools to enable you to understand better financial decisions, take control of your finances, and help you make wise financial decisions that reduce financial stress and improve your relationships.

MONEY MANAGEMENT

Personal Money Management offers participants a better understanding of the fundamentals of financial planning. It includes training in budgeting, debt management and retirement planning.

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FINANCIAL PLANNING BASICS

Financial Planning Basics covers a wide range of topics, from life insurance, savings, mortgages to school fees planning, pre-retirement planning, investments, estate planning. Upon completion, participants have the tools and knowledge to develop their own financial plan.

RETIREMENT PLANNING

Retirement Planning is designed for individuals who are within five to 15 years of retirement. It helps participants prepare for the transition into retirement while they still have the time to make changes that will affect their retirement years. Participants learn to determine if they are on course to retire when they plan to and in the style that they wish – and if not, the programme helps them evaluate the options.

PENSIONS MADE EASY

Participants learn how to determine the amount they should contribute to their plan, consider the wide range of investment choices available, understand the different types of investment risks, appreciate the importance of regular reviews, and maintain proper asset allocation based on these factors.

METHODS OF TRAINING

  1. Bespoke one-to-one mentoring and training (face to face meetings, phone, Skype or by email)
  2. Small groups training
  3. Training for organisations
  4. Staff packages

 

CONTACT US NOW ON 078160 46939 OR EMAIL enquiries@pridefinancialeducation.co.uk