Are ready to take control of your finances and accelerate your path to financial independence?
Then this 1 Day workshop is for you!
This workshop is designed to help you...
GAIN CLARITY ON YOUR FINANCIAL PATH
✅ Build your vision for the future
✅ Create your money strategy to accelerate your path to financial independence
✅ Lay out the exact steps needed to get you there
✅ Learn how to create generational wealth for you and your family
BUILD FINANCIAL CONFIDENCE
✅ Overcome analysis paralysis when it comes to knowing what to do with your money
✅ Create a budget so you will feel in control of your finances
✅ Get over your fear of losing money through investing
✅ Learn the tools & strategies needed to make confident investing decisions
✅ Commence your journey to financial independence
FEEL CONNECTED
✅ Meet other ladies on their financial journey
✅ Get comfortable talking openly about money, including the challenges and the rewards
✅ Get accountability on taking action!
AGENDA FOR THE DAY
09:00 - Registration
09:30 - Your Roadmap to Financial Independence
10:00 - Financial Goals Masterclass
11:00 - Break
11:30 - Money Moves -Turning Financial Goals into Real Wealth
12:30 - Hot Buffet Lunch
13:30 - Master Your Money - The MIGHTY Budget!
14:15 - Budget to Build - Implementing a Budget That Works
15:00 - Break
15:15 - Building Wealth 101 - Asset Classes & How to Grow Your Money
16:00 - Executing Your Strategy & Next Steps to Financial Independence
17:00 - Finish
18:30 - Networking & Dinner (Optional)
To empower more women to take control of their finances & accelerate their path to financial independence by creating:
Clarity around money
Confidence in investing
Connecting with a community of like-minded ladies!
This isn’t about dreaming of financial freedom
Think back to your earliest memory of money… what comes to mind?
For Steph, it was about saving every penny!
“My dad used to keep bank notes and coins in a pot inside one of those old bureau desks. We collected silver coins in a giant whiskey bottle, and both my brother and I had one of those little NatWest ‘piggy banks’, where they would save coppers and count them religiously...
But here's the thing! We were so focused on counting pennies… we weren’t thinking about building real wealth.
I never grew up hearing about investing.
Money was for saving up to spend on nice things like new clothes and holidays, not for making a better future. And honestly?
I thought investing was for rich, smart people who could afford to take risks.
Fast forward to young adulthood… and nothing much changed. I spent five years in med school, surviving on £2.90 an hour flipping burgers at McDonald’s during summers. By the time I finally graduated as a doctor in 2006, I was earning £17K a year - but still living in my overdraft, like so many others. Every pound I earned was spent, and the month would end with me not knowing where my money had gone.
Then came my so-called “big break.” I joined the Navy in 2008, later became a GP, and eventually met Lucy, my ride or die! On paper, things were good. Between us, we were earning a six-figure salary. We both had careers we’d worked our asses off for. But deep down? Something was missing.
With both of us serving in the military, this meant we were always apart. We had no time freedom, we weren’t in control of our future - we were stuck in the rat race. And when a surprise year-long deployment to the Far East came up for me, it was the breaking point. We knew something had to change!
So in 2017, we made a decision - to stop letting money control us and start building real financial independence. We started investing, got into property development, and built a side hustle that eventually allowed Lucy to leave the military after 21 years of service.
But you know what… it wasn’t about earning more money. Because no matter how much you earn, without a plan, financial freedom will always feel out of reach. Earning more money won’t set you free. INVESTING it will.
But here’s something else we realised along the way…
Learning to invest, talking about wealth, and building financial independence is STILL hugely dominated by men in suits. We’ve sat in networking events, joined investing groups, and attended wealth-building seminars where we were the only women in the room.
And let’s be honest - it didn’t feel like an empowering space. It felt intimidating. It felt like we had to prove ourselves to be taken seriously.
It wasn’t a space where we felt inspired, seen, or encouraged. That’s when it hit us. If we couldn’t find a space where ambitious women could come together to talk about money, wealth, and investing confidently…
We would create it!
That’s why we are running the Wealth 2 Wellness Workshop - a one-day, in-person experience designed exclusively for women who are ready to: get crystal-clear on their financial goals, create a strategy to build wealth & financial independence, gain confidence in investing & taking action, and surround themselves with like-minded women who inspire & empower each other.
This isn’t about dreaming of financial freedom. It’s about building it, together.
So, are you ready to take control of your future, own your financial power, and do it alongside a community of ambitious, wealth-building women?
Here’s to building wealth, freedom, and a space where women talk money, make moves, and create the futures they deserve.”
Steph & Lucy x
👉🏼How We Turned £10k into £118k in 4 Years & 10X’d Our Investment Portfolio! 👈🏼
Imagine waking up one day and realising your £10k investment had grown to £118k - without having to lift a finger Sounds too good to be true, right?
But that’s exactly what happened for us!
Back in 2020, while the world was on pause (and we were going stir-crazy in lockdown ), Steph received a £10k inheritance.
Instead of letting it sit in a low-interest savings account (or putting it all on red ), we decided to put it to work!
We invested it into a global diversified index fund within an ISA (which, by the way, is waaaay less complicated than it sounds!)
We set up automated payments every month - so we didn’t even have to think about it.
Fast forward 4 years and that initial pot is now worth around £118,000 - over 10x our starting capital!
Now, before you think it’s all magic let’s be real This didn’t happen overnight!We kept adding to the pot consistently and let the power of compounding & market growth do its thing But here’s the really sexy bit…
If we keep going at even a modest 7% annual return, this could grow to £2M by the time we hit 65 (63 for me, sorry Steph ) supporting our retirement goal of sipping cocktails on the beach in Bali Ok so what’s the takeaway for anyone thinking about investing?
Becoming an ISA millionaire isn’t just for finance pros - it’s 100% possible with:
✅ A clear strategy
✅ Consistency (automating your investments is a game-changer)
✅ Patience & discipline
So if you’re an ambitious and driven women ready to take control of your money, start investing, and accelerate your path to financial independence - We’d love to help
£497 £297
Limited places available!
Incl. Mentoring Session £250 FREE
Incl. Confidence Accelerator Online Course £500 FREE
Do you identify as female? Then YES! This is for EVERYWOMAN looking to supercharge their finances. Whether it be levelling up your money mindset, learning how to confidently manage your finances, or becoming confident in growing your money, this is for you!
Can I come alone?
Absolutely. The Ladies Investing Club invites like-minded women where we can build financial confidence through connection. Everyone is welcome whether you come alone, or with friends or family.
Am I too old? Am I too young?
No and no. It's never too early, or late, to start taking control of your finances. Through taking a deliberate interest in how you manage your money you can improve your current reality, and your future!
-Location: Mercure Bristol Grand Hotel, Broad Street, BS1 2EL
-Secure Hotel parking available onsite - £10 for full day
-Bristol Temple meads Train Station - 10min walk to hotel
-15% special discount to stay within the hotel