Corporate Workshops

Basics David McNeill Basics David McNeill

1. Financial Wellbeing & Empowerment

A practical introduction to personal finance, designed to help people feel more confident and in control of their money. The session breaks down common myths and jargon using plain English and real-life examples.

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Basics David McNeill Basics David McNeill

2. Atomic Money Habits

A practical session focused on building small, positive money habits that make everyday finances easier to manage. The session explores how behaviour, routines, and mindset influence financial outcomes over time.

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3. Money Mindsets

A reflective session exploring how personal experiences, beliefs, and emotions shape the way we think about and use money. The session helps people recognise patterns that may be holding them back financially.

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4. Budgeting & Staying Savvy

A practical, real-life session focused on understanding where money goes each month and how to make it work harder. The session breaks budgeting down into simple, manageable steps without judgement or restriction.

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Basics David McNeill Basics David McNeill

5. Make your bank work for you

A practical session focused on understanding how bank accounts, features, and tools can support better money management. The session explores how to use everyday banking more effectively rather than simply letting money pass through accounts.

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6. Family Budgeting

A practical session focused on managing household finances in a way that works for families. The session looks at balancing income, essential costs, childcare, and day-to-day spending while planning ahead.

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7. Eating Healthy on a Budget

A practical session focused on maintaining a healthy diet without overspending. The session explores how food choices, planning, and habits can have a big impact on both health and household budgets.

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8. Social Pressure

A practical session exploring how social expectations, comparison, and external influences can affect spending and financial decisions. The session looks at the impact of social media, lifestyle norms, and keeping up with others.

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9. Bank of Mum & Dad

A practical session exploring the realities of financial support between parents, children, and wider family. The session looks at the emotional and financial impact of lending, gifting, and informal support.

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10. Twelve Days of Festive Finances

A timely and practical session focused on managing money during the festive period. The session explores common financial pressures around Christmas and other celebrations, from gifting and socialising to travel and increased household costs.

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11. Credit Scores

A clear, practical session explaining what credit scores are, how they are built, and why they matter in everyday life. The session breaks down how credit impacts access to borrowing, housing, and financial products.

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12. Borrowing Money & Finance

A practical session focused on understanding different borrowing options and how to use credit responsibly. The session explains loans, overdrafts, credit cards, and finance agreements in plain English.

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13. Cars and Car Finance

A practical session exploring car ownership, leasing, and finance options, with a focus on understanding the true cost of running a vehicle. The session breaks down common car finance agreements in plain English.

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14. Managing Debt

A supportive, non-judgemental session focused on understanding debt and how to manage it effectively. The session explores common causes of debt, the impact it can have on wellbeing, and the options available to regain control.

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15. Life After Debt

A practical, supportive session designed for people coming to the end of an IVA, Trust Deed, or Debt Management Plan. The session focuses on what changes once a debt solution ends and how to move forward with confidence.

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16. Getting on the Property Ladder

A clear and practical session explaining the realities of buying a home, from saving a deposit to understanding mortgages and ongoing costs. The session demystifies the process and highlights common mistakes that can catch people out.

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17. Mortgage v Renting

A balanced session comparing renting and buying, designed to help people understand the financial, practical, and lifestyle differences between the two. The session moves away from “one size fits all” thinking and focuses on what works for different circumstances.

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18. Building Financial Resilience

A practical session focused on strengthening financial stability and preparing for the unexpected. The session explores how people can better cope with changes such as rising costs, reduced income, or unforeseen life events.

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19. Insurance

A practical session focused on understanding insurance and how it helps protect individuals, families, and everyday life. The session explains insurance in plain English, cutting through jargon to focus on what really matters.

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20. Staying Cyber Safe & Scam Aware

A practical session exploring common online scams, fraud tactics, and everyday cyber risks in a clear, accessible way. Attendees learn how to recognise warning signs, protect themselves online, and reduce the risk of becoming a victim of cybercrime.

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