We offer two core financial education programmes in the legal sector: Financial Foundations and Wealthbuilder. Explore both below.
Flagship Programme: Financial Foundations
Give your people the financial education they need to maximise their workplace benefits, resolve common queries, and gain practical skills to make smart money choices.
What your people will learn
Across four core modules Financial Foundations delivers a strong bedrock of financial awareness and confidence every new starter in law needs.
Designed as an extension to your onboarding journey our Financial Foundations programme can be delivered online or face to face. The standard programme is delivered over a 6 month window.
Optional Extras:
Tailor the programme to your specific firm reward and benefits and add additional modules of learning.
-
Build a strong foundation from which to grow. This practical session teaches, goal setting, budgeting and saving as a junior lawyer.
-
We explore strategies to avoid lifestyle inflation and manage financial stress while working in the legal sector.
-
Learn to understand your payslip and how taxes on income work at different grades from apprentice, to trainee to newly qualified lawyer.
-
Unlock the superpower of your workplace pension. We explore how much is enough for later life and why it’s never too early to start investing in future you.
“I was avoiding finances because I thought it was quite scary but this course has been a really great eye opener - I used to think I had to save everything and not allowed to have fun. I really did learn a lot and I'm going to take it with me.”
2025 Programme Graduate
Next Level: Wealthbuilder Programme
Practical knowledge and strategies to maximise the financial opportunity post-qualification in law.
What your people will learn
Across four core modules the Wealthbuilder programme delivers the leveling up lawyers need in their financial awareness after the “money moment of qualification.
Wealthbuilder can be delivered online or face to face. The standard programme is delivered over a 6 month window.
Optional Extras:
Tailor the programme to your specific firm reward and benefits and add additional modules of learning.
-
A guide to life as a higher rate tax payer - what you need to know about tax reporting, compliance and filing.
-
Unlock a growth mindset to building wealth including when, why and how to work with an advisor.
-
No nonsense explanation of why we invest and how we invest exposing the truth about common investing myths.
-
How to get on the property ladder - the key steps to take to achieve your property goals.
“Many people think that being a lawyer puts you on a path for a good salary and financial stability. While salaries are high, the current economic climate means that people from low socioeconomic backgrounds often need to go even further to save or reach financial milestones, like buying a house.”
2025 Programme Graduate
Work with us
Contact us to arrange a call or meeting. Simply complete the form and we’ll be in touch.