Feedback from the Room

I attended the Investing Basics programme not expecting to understand much — I have avoided the topic for years because everything written about it seems designed for someone already comfortable with the vocabulary. This was different. The facilitator assumed nothing and explained things in the order that made logical sense. I left with a reference card I have actually used. Three evenings felt like the right amount of time.

May 2026 — Investing Basics

The Tax Allowances programme was the one I needed. I had been filing my own taxes for twenty years and had no idea about several of the allowances that apply to me. The facilitator was careful to say that she could explain the regulations but not advise me on my own return — which is honest, and made me trust the content more. The reference packet is well-organised and I have shared it with my sister.

April 2026 — Tax Allowances Reading Programme

I did the cashflow map workshop because I run a small business and the line between business money and personal money has always been blurry for me. Going through the template with someone there to answer questions made me see exactly where the confusion was coming from. I came in expecting a lecture and found something more like a guided working session. Worth a full Saturday.

May 2026 — Personal Cashflow Map

My wife suggested I go. I was sceptical — I assumed it would either be too basic or try to sell me something at the end. It was neither. The group was small and the questions people asked were sensible. I went back for the tax programme three months later. The only thing I would say is that I wished the evening sessions were a little closer together, but that might not suit everyone.

April 2026 — Investing Basics, then Tax Allowances

I had read about RMF accounts several times and could never quite get the logic of them to stick. After the tax allowances sessions it finally did. The facilitator built up to it slowly rather than just presenting a list of facts. I went away and had a conversation with my accountant that I could not have had before — I knew what to ask, which is something I value more than being told what to do.

April 2026 — Tax Allowances Reading Programme

The cashflow workshop gave me something concrete — a completed one-page picture of where my money goes. I had tried making spreadsheets before but they always became too complicated and I stopped updating them. The printed template is just detailed enough. I did the exercise in the session and it was more useful than any app I have tried.

May 2026 — Personal Cashflow Map