Coaching & Mentoring

Simply Put Planning


Education and Coaching


With the vast portfolio of seminara for delivery to clients ranging from small groups of Trustees who need education on investment vehicles to large groups of staff who need coaching on retirement options we can deliver tailor made solutions to meet your education needs.


We provide talks to ProBus groupsand the University of the Third Age on Legacy Planning with personal coaching where needed.


We proactively seek to help young people with Financial Education. To that end we are proud to help schools with tuition courses for Buisiness Studies and endeavour to bring exciting projexts for them to take part in that stimulate interest in business development and personal inprovement. This is a key part of the Governments initiative to have financial education in Schools and we are happy to be part of any work that helps launch a young persons life.