plateau-egret

Our Story

plateau-egret was founded in 2014 with a straightforward mission: make financial education accessible to everyone in Bristol and the surrounding areas. We observed that many people struggled with money management not because they lacked intelligence, but because they had never been taught these essential skills.

What started as weekend workshops in a rented community hall has grown into a comprehensive educational centre serving thousands of students each year. Our curriculum has evolved based on real feedback from participants, ensuring every course addresses genuine challenges people face.

Today, we offer programmes spanning from early childhood education through to retirement planning, each designed with the same core principle: practical knowledge that can be applied immediately.

Team meeting in modern office discussing strategy

Our Approach

We believe financial education should be practical, engaging, and applicable to real life.

🎯

Practical Focus

Every session includes exercises using real scenarios. You leave with skills you can apply that same day.

📊

Evidence-Based

Our curriculum draws from established research in behavioural economics and financial planning best practices.

🤝

Supportive Environment

Financial topics can feel intimidating. We create a judgement-free space where all questions are welcomed.

📈

Continuous Improvement

We regularly update our materials to reflect changes in regulations, products, and economic conditions.

Our Instructors

Every course is delivered by professionals with genuine expertise and a passion for teaching.

Michael Chen

Former investment banker with 18 years in financial services. Michael leads our investment and retirement planning courses, bringing institutional knowledge to personal finance.

Emma Richardson

Qualified teacher and certified financial planner. Emma developed our children's and teen programmes, combining educational theory with financial expertise.

James Okonkwo

Small business owner and accountant with experience advising startups. James teaches our business finance course and personal budgeting workshops.

2,400+

Students Since 2014

96%

Would Recommend

50+

Corporate Clients

6

Course Programmes

Our Facility

Our centre is located in the heart of Bristol, easily accessible by public transport and with nearby parking options. The space was designed with learning in mind, featuring comfortable seating, modern presentation equipment, and breakout areas for group exercises.

We maintain small class sizes to ensure everyone receives individual attention. The environment is welcoming and professional, helping participants feel at ease when discussing personal financial matters.

For organisations seeking on-site training, our instructors are available to deliver courses at your location throughout the South West.

Community Involvement

We believe everyone deserves access to financial education, regardless of circumstances.

Each year, we partner with Bristol schools to deliver free financial literacy workshops to students. These sessions introduce young people to concepts like saving, budgeting, and understanding the cost of borrowing.

We also offer subsidised courses for individuals receiving Universal Credit or other benefits, ensuring that financial constraints do not prevent access to education that could transform their situation.

Through our corporate partnerships, we have helped local businesses provide financial wellbeing programmes for their employees, recognising that financial stress affects workplace productivity and mental health.

Get in Touch

Community workshop with diverse participants