About wooden-budget
We're on a mission to make financial planning accessible, understandable, and achievable for everyone.
Our Story
wooden-budget was founded in 2018 with a simple observation: too many people feel overwhelmed by their finances, not because they lack intelligence or discipline, but because they've never been taught practical money management skills.
Our founder, after years working in traditional financial services, recognised a gap in the market. Wealth management firms catered to the already-wealthy, while everyday people struggled to find affordable, personalised financial guidance. The options seemed to be either expensive financial advisers or generic online calculators – nothing in between.
That's why we created wooden-budget. We wanted to build a service that treats financial planning as something everyone deserves access to, not a luxury reserved for the privileged few. From the beginning, our focus has been on practical, jargon-free advice that actually makes a difference in people's daily lives.
What started as a one-person operation helping friends and family has grown into a dedicated team serving thousands of clients across the UK. But our core philosophy remains unchanged: everyone has the potential to take control of their finances with the right support and guidance.
Our Values
Accessibility
Financial advice shouldn't be just for the wealthy. We believe everyone deserves access to quality financial guidance, regardless of their current financial situation.
Clarity
Money matters can be confusing enough without adding unnecessary complexity. We communicate in plain English and avoid industry jargon that creates barriers to understanding.
Empowerment
Our goal isn't to create dependency but to give you the knowledge and tools to make confident financial decisions independently.
Personalisation
Cookie-cutter solutions rarely work when it comes to personal finance. We take time to understand your unique circumstances and create tailored strategies.
Practicality
Theoretical knowledge is worthless without practical application. We focus on actionable steps you can implement immediately to see real results.
Compassion
Financial struggles can be emotionally draining. We approach every conversation with empathy and without judgment, creating a safe space to discuss money worries.
Our Philosophy
We believe that financial planning is fundamentally about alignment – aligning your money with your values, your spending with your priorities, and your daily choices with your long-term goals.
Too often, budgeting is presented as restrictive and punishing. We see it differently. A good budget isn't about deprivation; it's about intention. It's a tool that helps you spend confidently on what matters most while cutting back on things that don't bring value to your life.
We also recognise that life rarely follows a linear path. Income fluctuates, unexpected expenses arise, and priorities shift. That's why we don't believe in rigid plans that fall apart at the first deviation. Instead, we help you develop flexible financial strategies that can adapt to life's inevitable changes.
Perhaps most importantly, we understand that money is deeply emotional. Your relationship with money was shaped by your upbringing, your experiences, and your cultural background. Effective financial planning acknowledges these psychological factors rather than ignoring them. We work with your money mindset, not against it.
Meet Our Team
Our team brings together expertise in financial planning, behavioural economics, and practical money management.
Eleanor Davies
Founder & Lead Financial Planner
Eleanor spent a decade in corporate finance before realising her passion lay in helping individuals rather than institutions. She holds a Diploma in Financial Planning and specialises in debt management and budgeting for irregular income.
Michael Okonkwo
Senior Financial Advisor
With fifteen years of experience in personal finance, Michael has helped hundreds of families achieve their financial goals. His expertise includes retirement planning, savings strategies, and financial education.
Priya Sharma
Financial Coach
Priya combines her background in psychology with financial training to help clients overcome money-related stress and anxiety. She specialises in behavioural change and developing sustainable financial habits.
Thomas Wright
Budget Specialist
Thomas focuses on working with young professionals and families, helping them navigate major life transitions like buying a home, starting a family, or changing careers. His practical approach makes complex financial decisions manageable.
Our Journey So Far
Foundation
wooden-budget launches with a mission to democratise financial planning.
Reaching 500 Clients
We celebrate helping our 500th client take control of their finances.
Pandemic Response
Launched free emergency budget consultations for those affected by COVID-19, helping over 300 people navigate financial uncertainty.
Team Expansion
Growing demand leads us to expand our team, bringing on three additional financial advisors.
Industry Recognition
Recognised as one of the UK's most accessible financial planning services by the Financial Planning Association.
2,400+ Lives Changed
Proud to have helped over 2,400 individuals and families achieve financial clarity and confidence.
Our Commitment to the Community
Financial literacy is a social issue, and we take our role in addressing it seriously. That's why we're committed to giving back to the community that has supported us.
Each year, we provide pro-bono consultations to individuals facing severe financial hardship. We partner with local charities and community organisations to deliver free financial literacy workshops in schools and community centres. We believe that financial education should start early, and we're passionate about equipping the next generation with essential money management skills.
We also contribute to policy discussions around financial inclusion and consumer protection, working with advocacy groups to push for better financial education in the national curriculum and improved access to affordable financial services.
Why Choose wooden-budget
Real Experience
Our team has helped thousands of people across all income levels and financial situations. We've seen it all and know what works.
No Judgment Zone
We understand that everyone's financial journey is different. Whether you're in debt or just want to optimise your savings, we're here to help without judgment.
Clear Communication
No confusing jargon or complicated financial speak. We explain everything in plain English so you always understand your options.
Practical Focus
Theory is nice, but results matter more. We focus on actionable strategies that fit into your real life, not idealised scenarios.
Ongoing Support
Financial planning isn't a one-and-done activity. We're here for the long haul, supporting you as your circumstances evolve.
Let's Start Your Financial Journey
Ready to take the next step? We'd love to hear from you and discuss how we can help you achieve your financial goals.
Get in Touch