quaint-point - Services

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Personal Finance Assessment

£149 per session

Begin with a comprehensive understanding of where you stand financially. This one-to-one session examines your current income, expenses, debts, savings, and financial goals to create a clear picture of your financial health.

You'll receive a detailed written summary highlighting your strengths, potential risks, and prioritised recommendations for improvement. This assessment forms an excellent foundation for further learning or simply provides clarity on where to focus your attention.

Duration: 90 minutes
Format: Video call or in-person (London)

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Financial assessment consultation with documents and laptop

Budgeting Masterclass

£89 one-time

Transform how you manage your monthly finances with proven budgeting techniques that actually work in real life. This workshop covers multiple budgeting methods—from the traditional 50/30/20 approach to zero-based budgeting—helping you find the system that fits your lifestyle.

You'll learn to track spending effectively, identify and eliminate financial leaks, and build a sustainable budget that adapts to changing circumstances. Includes practical exercises using your own financial data.

Duration: 3 hours
Format: Group workshop (max 12 participants) or private session (+£45)

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Budgeting planning with charts and financial documents

Investment Fundamentals

£225 course fee

Demystify the world of investing with this comprehensive introduction designed for complete beginners. Learn the essential concepts of stocks, bonds, funds, and other investment vehicles without the confusing jargon or unrealistic promises.

This course covers risk assessment, diversification principles, tax-efficient investing through ISAs and pensions, and how to evaluate investment options. You'll gain the knowledge to make informed decisions about your long-term wealth building.

Duration: 4 sessions (2 hours each)
Format: Online cohort-based course with Q&A support

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Investment analysis with stock charts and data

Debt Management Workshop

£175 workshop fee

Debt can feel overwhelming, but understanding how to manage it effectively transforms a source of stress into a manageable challenge. This workshop provides practical strategies for tackling various types of debt—from credit cards to student loans.

Learn the mathematics behind different repayment strategies, how to prioritise debts effectively, negotiate with creditors, and avoid common pitfalls. We address both the practical and psychological aspects of debt management.

Duration: 4 hours
Format: Small group workshop (max 8 participants) for confidential discussion

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Retirement Planning Session

£195 per session

Whether retirement feels decades away or is approaching soon, understanding how to prepare for it is essential. This session covers pension fundamentals, state pension entitlements, and strategies for building retirement income.

We'll examine your current retirement provisions, project future scenarios, and identify gaps in your planning. You'll learn about different pension types, contribution strategies, and how to estimate your retirement needs realistically.

Duration: 2 hours
Format: One-to-one session (video call or in-person)

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Complete Financial Literacy Programme

£549 full programme

Our most comprehensive offering combines all essential financial literacy topics into a structured learning journey. Over eight weeks, you'll progress from foundational concepts to confident financial decision-making.

The programme includes personal assessment, budgeting mastery, debt management, investment basics, retirement planning, and ongoing support. Ideal for those committed to a complete transformation of their financial understanding.

Duration: 8 weeks (weekly 90-minute sessions)
Format: Hybrid learning with individual coaching and group sessions
Includes: All course materials, workbooks, and 3 months post-programme email support

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Comprehensive financial education programme materials

Group Bookings: Organisations interested in financial literacy training for employees or members can request a customised proposal. We offer tailored programmes for workplace financial wellbeing initiatives. Contact us for corporate rates.

Service Clarification

All services provided by quaint-point are educational in nature. We do not provide regulated financial advice, tax advice, or specific investment recommendations. Our programmes help you understand financial concepts and develop skills for better decision-making. For personalised advice regarding investments, pensions, mortgages, or complex financial situations, we recommend consulting with an FCA-regulated financial adviser. Individual results from our educational programmes vary based on personal circumstances, application of knowledge, and external factors beyond our control.

Not Sure Which Service Is Right for You?

Get in touch and we'll help you determine the best starting point for your financial education journey.