Learn From Industry Veterans

Our financial education program connects you directly with seasoned professionals who bring decades of real-world experience into every session. This isn't about theory—it's about practical wisdom gained through market cycles, economic shifts, and genuine client relationships.

Meet Your Instructors

Each member of our teaching team brings unique expertise from different areas of finance. What they share is a commitment to making complex concepts accessible and a genuine interest in your learning journey.

Portrait of Archie Pemberton

Archie Pemberton

Investment Strategy & Portfolio Management

After spending fifteen years managing institutional portfolios, Archie discovered his passion for teaching came from those countless client meetings where complex strategies suddenly clicked for people. He has this knack for breaking down market analysis into digestible pieces without losing the important nuances that matter in real decision-making.

Previously with Barclays Investment Management | CFA Charter holder since 2018 | Regular contributor to Financial Planning Magazine
Portrait of Melody Hartwell

Melody Hartwell

Corporate Finance & Risk Assessment

Melody's background spans both sides of the banking world—she spent her early career in corporate lending before moving to business advisory services. Her students appreciate how she connects financial theory to actual business scenarios, often drawing from cases she encountered while helping companies navigate funding challenges and growth decisions.

Former Senior Analyst at HSBC | Chartered Financial Analyst | Guest lecturer at University of Nottingham Business School
Portrait of Rupert Blackwood

Rupert Blackwood

Financial Planning & Behavioral Economics

What sets Rupert apart is his understanding that financial decisions are rarely just about numbers. His approach combines traditional planning methods with insights into how people actually make money choices. He's particularly good at helping students recognize their own decision-making patterns and develop more effective financial habits.

Independent Financial Planner for 12 years | Certified Financial Planner | Author of "The Psychology of Spending" (2023)

How We Actually Teach

Our approach evolved from what works in practice, not what looks good in educational theory. Each method addresses common learning challenges we've observed over years of financial education.

  • 1

    Case-Based Learning

    We use real scenarios from our instructors' professional experience. You'll analyze actual investment decisions, budgeting challenges, and financial planning situations rather than hypothetical examples.

  • 2

    Progressive Skill Building

    Each session builds on previous knowledge while introducing new concepts at a manageable pace. We've found this prevents the overwhelm that often happens with financial education.

  • 3

    Individual Mentoring

    Monthly one-on-one sessions let you discuss your specific questions and challenges. These conversations often provide the biggest breakthroughs in understanding.

  • 4

    Practical Application

    You'll work with real financial tools, analyze actual market data, and practice techniques you can use immediately. Theory supports practice, not the other way around.

Real Case Studies

Personal Guidance

Hands-On Practice