Building Real Financial Confidence Through Structured Learning

Most people know they should understand money better. But where do you actually start? We've spent years working directly with individuals who felt overwhelmed by financial jargon and uncertain about their decisions. Our autumn 2025 programmes focus on practical knowledge you can use immediately.

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Financial planning workspace with documents and analysis tools

How We Got Here

Started from a conversation in 2019 about why financial education felt so disconnected from real life. Here's what happened since.

1

2019 – The Kitchen Table Sessions

Three of us sat around discussing why university economics modules hadn't prepared us for actual money decisions. That frustration became the seed for something different. We started testing ideas with small groups – mostly friends who admitted they didn't understand their pension statements or how mortgages really worked.

2

2021 – First Structured Programmes

After running informal workshops for two years, we launched our first proper course in March 2021. Seventeen people signed up. What stood out wasn't just the numbers – it was hearing someone say they'd finally understood compound interest after a decade of feeling confused. That feedback shaped everything we built afterwards.

3

2023 – Expanding Beyond Basics

By mid-2023, we'd worked with over 300 learners. People kept asking for more advanced content, particularly around investment psychology and long-term planning. We brought in Harriet Cromwell, who'd spent fifteen years in retail banking, and restructured our curriculum into progressive levels that made sense for different life stages.

4

Looking Toward 2026

Our September 2025 intake will be the largest yet. But we're not chasing scale for its own sake – we're focused on depth. Next year, we're introducing mentorship pairings and extending follow-up support. Financial security isn't something you achieve in twelve weeks. It's ongoing, and we want to be useful for that journey.

Who's Teaching This?

Portrait of Roland Wickham, financial education specialist

Roland Wickham

Lead Programme Developer

Roland worked in consumer credit for twelve years before switching to education in 2020. He's seen thousands of loan applications and knows exactly where people get stuck with financial concepts. His modules break down complex topics using real scenarios – because he's already seen most of the ways things can go wrong.

Portrait of Harriet Cromwell, investment strategy instructor

Harriet Cromwell

Investment Strategy Instructor

Harriet joined us from retail banking where she spent fifteen years advising clients on savings and investments. She's particularly good at explaining risk in ways that don't feel patronising. Her teaching style is practical and grounded – she'll tell you what she's done with her own money, and more importantly, what she hasn't done and why.

What People Actually Said

"

I'd been avoiding looking at my finances properly for about five years. Not because I was in trouble, but because I just felt stupid every time I tried to understand investment options or tax-efficient savings. The programme didn't make me an expert overnight, but it gave me enough confidence to start making actual decisions instead of just freezing.

Programme participant workspace

Philippa Glenwood

Completed Foundation Programme, January 2025

"

What I appreciated most was the honesty about limitations. Roland never pretended there were simple answers to complicated situations. He'd walk through different approaches and explain trade-offs rather than pushing one "right" way. That felt refreshing after sitting through banking seminars that were basically sales pitches dressed up as education.

Financial learning environment

Dermot Fitzhenry

Advanced Module Participant, November 2024