We started because someone needed to say the quiet part out loud

Most people know they should budget. Fewer actually do. And honestly? That gap fascinated us back in late 2023 when we first sketched this out on a coffee-stained napkin in Preston.

Budget planning shouldn't feel like homework you're avoiding. It should feel like having a conversation with someone who gets why you bought that thing you didn't need, but also helps you figure out the thing you actually want three months from now.

Our Beginning

Built from real frustration with fake solutions

Here's what happened. Dashiell was trying to save for a house deposit while his partner Romilly kept finding their joint account mysteriously empty every month. They tried seven different budget apps. All of them felt like filling out tax forms designed by robots who'd never actually spent money on anything fun.

So we built something different. Not an app that judges you. Not a spreadsheet that makes you feel guilty. Just a straightforward system that helps you see where your money goes and decide if that's actually where you want it to go.

We launched properly in early 2025, working from a small office near Preston. The goal was simple: help people in the UK get their finances sorted without feeling like they needed an accounting degree or a personality transplant.

Planning session with budget materials spread across a workspace

What we actually believe in

These aren't corporate values we printed on a wall. They're the principles that guide how we work and what we build.

Honesty over hype

We won't promise you'll be debt-free in 30 days or suddenly wealthy. Real financial change takes time. We'll help you make steady progress, not sell you miracles.

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Clarity wins

Financial jargon exists mostly to make simple things sound complicated. We explain things the way you'd explain them to a friend—clearly and without the performance.

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Your goals, not ours

Maybe you want to save for a trip. Maybe you just want to stop panicking on payday. Whatever your goal is, that's the one we're focused on. Not some textbook version of what financial success should look like.

Team workspace showing collaborative planning environment

Dashiell reviewing budget frameworks during team discussion

The people behind the planning

Our team is small—six people as of March 2025. Three of us handle the budget systems and frameworks. Two focus on helping clients actually implement them. One person keeps everything running smoothly, which is harder than it sounds.

We're based near Preston but work with people across the UK. Most of our sessions happen online, though occasionally someone wants to meet in person, which usually involves finding a quiet corner in a local café.

What we all have in common: we've been where you are. We've had the overdraft fees. We've done the mental gymnastics trying to figure out if we can afford something. We've felt that specific dread when an unexpected bill shows up.

That shared experience shapes everything we create. We're building the service we wish had existed when we needed it most.

Get in touch with us