Financial Education Workshops – Prospect Tree Mortgages
At Prospect Tree Mortgages, we understand the importance of financial education and are proud to offer a variety of workshops to help individuals and businesses better understand their finances. One of our popular offerings is our Financial Services Workshops, where we provide comprehensive information on a variety of financial topics such as budgeting, saving and investing. These workshops are designed to empower individuals with the knowledge and skills they need to make informed financial decisions.
Additionally, we offer An Introduction to Mortgages: What You Need to Know. This workshop provides an overview of the mortgage process and helps individuals understand the various types of mortgages available, including fixed-rate and tracker-rate mortgages. It also covers important concepts like credit scores, deposits and other associated costs.
We understand that everyone’s financial situation is unique, and that’s why we are happy to bring out workshops to your place of business. This allows us to provide education to your staff in a convenient and comfortable setting, and keeps your business running smoothly. By participating in workshops, your staff will have a better understanding of their finances, which can have a positive impact on their personal lives and their work.
We offer a wide range of workshops, tailored to meet the specific needs of your organisation. We are fully regulated by the Financial Conduct Authority (FCA), which means that you can trust us to provide accurate and reliable information that is in the best interests of your staff.
Our workshops are designed to be interactive and engaging, and cover a variety of topics such as budgeting, saving, investing and an introduction to mortgages. We can customise our workshops to meet the specific needs of your organisation. Whether you’re looking for a general overview or want to focus on a particular topic; we’re here to help. If you have any questions or concerns, please don’t hesitate to contact us We are always happy to answer any questions you may have.
If you are an individual responsible for staff wellbeing, concessions or Human Resources within your company, we invite you to get in touch with us to learn more about our workshops and how they can benefit your organisation. Our team is dedicated to providing valuable financial education to the community and we would be more than happy to work with you to make it happen. Contact us today and take the first step to empowering your staff with the financial knowledge they need to succeed.
An Introduction to Mortgages: What You Need to Know
This workshop is designed to provide an overview of the mortgage process and help individuals understand the various types of mortgages available, including fixed-rate and tracker-rate mortgages. It also covers important concepts like credit scores, deposits and additional costs. This workshop is perfect for a novice audience and is ideal for groups such as professional sports teams where players are receiving their first professional contract and the club wants them to know what to do with the money they’re about to start earning. The workshop includes a Q & A section where attendees an ask specific questions, and help focus their staff by having specific life and financial goals.
Understanding Buy-to-Let and Property Investment
This workshop is not for beginners, as it take a more detailed look into Buy-to-Let mortgages and investing in property. The workshop will discuss investment mortgage options as well as strategies for property investment. It is intended for more experienced participants who have a basic understanding of mortgages and are looking to expand their knowledge of property investment.
The Life of Your Mortgage
In this workshop, we will discuss mortgages over the course of your life. We will cover things to look out for, things to keep in mind, and creating long-term goals. We will also look at the options of paying mortgage off or using equity to re-invest. This workshop is intended for individuals who are already have mortgage or are in the process of obtaining one, and want to gain a deeper understanding of how mortgages impact their lives over time. This will help them make informed decisions about how to manage their mortgages and plan for the long–term.
How to request a workshop
If you would like to request a workshop then you can easily get hold of one of our team below.
E: contact@ptmortgagesltd.co.uk
How to get in touch?
Check out what our Professional Sport clients had to say about our service HERE
0800 8620 840