Understanding is the goal
Everything we propose serves one aim: that you understand your own financial decisions. A learning plan is not a product—it is a path to the knowledge you are missing.
Choose a time
Book your free consultation.
Pick a slot in the calendar below. The consultation is free, there is no obligation, and you can reschedule at any time.
If the calendar does not load, you can also book directly at meetings.hubspot.com/simon-benarroch.
Book a free consultation
A conversation to shape your learning plan.
The purpose of this free consultation is simple: to understand your financial education needs based on where you are in life and what your specific objectives are. From that discussion, we propose a customized learning plan for you—and select the tutors best suited to teach it.
A working sessionOckham Finance
Education first
We teach. We do not tell you what to do with your money.
Built around you
Your plan is shaped by your life stage, your objectives and your starting knowledge—not by a syllabus we apply to everyone. That is what tailor-made means to us.
Independent by design
We do not manage assets, sell financial products, or earn commissions. We are an education-first service: we do not give financial advice, and our sessions are designed around learning, not transactions.
"We do not manage your money and we do not sell products. We build your understanding—because the person who understands the decision is the person best placed to make it."
The typical agenda
What we cover in the session.
Getting to know each other
An open conversation about you—where you are in life, what has brought you here, and what you would like to achieve. No forms to fill in advance beyond the preparation below; we prefer to hear it in your own words.
Understanding your needs
We explore your goals, your current financial knowledge, and the questions you would like to be able to answer for yourself. This is what shapes everything that follows.
Explaining the process
We walk you through how our consultation and education process works: what a learning plan looks like, how tutors work with you, and what to expect at each stage.
How to prepare
Two things before we meet.
Reflect on your context
Think about where you are in life, what you already know about your finances, and the financial objectives that matter most to you. Consider any questions you would like to explore together—there is nothing to prepare in writing.
Complete the R.A.Z.O.R. questionnaire
Before the session, take our R.A.Z.O.R. risk reflection. It helps us assess your investment risk profile—how much risk fits your situation and temperament—so the conversation starts from solid ground.
Take the R.A.Z.O.R. questionnaire"Take a moment to think about what matters to you. The session is a conversation, not an application—there is nothing to qualify for and nothing to commit to."
Choose a time
Book your free consultation.
Pick a slot in the calendar below. The consultation is free, there is no obligation, and you can reschedule at any time.
If the calendar does not load, you can also book directly at meetings.hubspot.com/simon-benarroch.