Community

Every group has money questions.
Few have anywhere safe to ask them.

Financial education evenings for your group — a congregation, a tenants’ association, a workplace, a club. Taught carefully, with charts, props and worked examples. No sales pitch, no product push.

Host an evening Or book a seat yourself
A community group at a find your point financial education evening, gathered around tables in a hall

One group’s evening. Faces softened for privacy.

Why an evening helps

Five questions
every evening answers.

Six subjects · three levels

The time to get your financial life in order is now.
It starts with knowing which questions to ask.

Cash with jobsIs every pound of yours doing a job? One you intended for it?
First home & creditWhat does a lender see when it reads your file?
Long term wealthPension or ISA: in what order and into what?
InvestingWhat do you actually own, and what does it cost you?
ProtectionIf your income stopped, what would cushion a fall?
Passing it onWho decides where your money goes: you, or the rules?

Every subject runs at every level. The Basics: no prior knowledge. The Choices: the decision in front of you. Fine-Tuning: improve what you already have.

What one group’s evening looked like

Six rooms in one evening: pensions and the employer match · your credit file and first home · cash with a job to do · life events and entitlements · protection · passing it on. One action to take from every room, and the first Orientation filled every seat.


How to start

Three ways
to bring it to your group.

01

Come to ours

The Tree House, Elephant Park. Your group’s first Orientation is free.

02

We come to you

Your venue, your people, your evening. Free, and no ticket needed.

03

Built with you

An Orientation shaped around your group and where its people are.

info@fypifa.co.uk

Led by Rahul — ex-Wall Street and City credit trader; FCA-registered investment adviser until 2009; now holds the Diploma for Financial Advisers (DipFA) and is working towards FCA authorisation to give personal advice.