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OUR SERVICES

We provide  a series of workshops ranging from 2hr Virtual sessions to full day in person sessions. Work shops are broken up into theory and practical lessons which make for engaging interaction. Bespoke workshops can be created to suit the objectives and learning outcomes for the client. 

Mentoring and coaching sessions are also run in person or virtually. 

Money Management Basics

This is our most popular product which can also be adapted for a more mature audience. 

Some areas that are covered:

  • Financial Jargon

  • Lending

  • Savings 

  • Budgeting 

  • Mortgages 

Saving and Investing basics

This workshop looks at different ways to save money. The advanced version of this workshop will cover an overview of different ways to invest money into longer term investment products*

Freelancing and Self Employment 

Another popular choice amongst school leavers or individuals going back into work. 

Some areas that are covered:

  • Company registration 

  • Budgeting and money management 

  • Insurances 

  • Pensions 

  • Taxes 

Bespoke offering 

We are happy to discuss bespoke workshop that utilises our coaching and financial literacy experience.  

What Our Clients Say

Liam, Media Trust Alumni

Brilliant Master class with Insight Money Management, learning the ins and outs of money and self employment. I now know how to adult my way through life! 

Insight Money Management Ltd 

Company number: 14473384

Registered office: 71-75 Shelton Street, London WC2H 9JQ

* No personal financial advice is provided in these sessions

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