Build Wealth With
Intention & Clarity
A structured 12-week programme for working professionals who are ready to take control of their financial future — without the jargon, guesswork, or anxiety.
The Friction Most Professionals Feel
Earning well but unsure whether you are building meaningful wealth or simply treading water.
Overwhelmed by competing advice — index funds, property, pensions — with no clear framework to decide what applies to you.
Avoiding conversations about money because they feel complicated, uncomfortable, or out of reach.
Postponing financial decisions because there is never quite the right moment to start.
Clarity, Confidence & a Plan That Holds
A clear, personalised financial plan aligned with your income, goals, and timeline.
Confidence to make investment and spending decisions without second-guessing every move.
Habits and systems that accumulate wealth steadily — freeing up time and mental energy.
A long-term perspective on financial freedom — grounded in reality, not aspirational shortcuts.
The Curriculum
Financial Foundations
Understand where your money goes today, establish a clear net-worth baseline, and set meaningful targets that reflect your actual life — not a generic spreadsheet.
Cash Flow Architecture
Design an income-and-spending framework that pays yourself first, eliminates financial drag, and automates the heavy lifting of wealth accumulation.
Investing With Conviction
Demystify asset classes, risk tolerance, and portfolio construction. Build an investment strategy you understand deeply enough to stick with through market cycles.
Tax Efficiency & Protection
Legally reduce your tax burden, optimise pension and ISA contributions, and protect what you have built with appropriate insurance and estate planning basics.
The Freedom Number
Calculate your personal financial independence figure, map a credible path to reach it, and understand the key levers that compress the timeline.
Sustaining Wealth Long-Term
Develop the habits, mindset, and decision-making frameworks that sustain wealth across decades — not just the accumulation phase.
What's Included
Every resource in this programme is designed to deliver clarity and lasting, practical change.
12 structured weekly modules with video lessons and workbooks
Personal financial plan template — fill-in-the-blank clarity for your own numbers
Cash flow & net-worth tracker spreadsheet (Google Sheets + Excel)
Two live Q&A sessions with the instructor per cohort
Private community of fellow professionals — discussion, accountability, peer review
Lifetime access to course materials and all future updates
Reading list and curated resource library — books, calculators, tools
James Stratton
Chartered Financial Coach & Wealth Strategist
James has spent over fifteen years working with high-earning professionals — from early-career executives to senior partners — helping them move from financial uncertainty to a clear, sustainable wealth strategy.
He holds a Chartered Financial Planner designation and has worked within private banking before founding Stratton Wealth Hub. His approach is practical, evidence-based, and free from the product-sales pressure that often clouds financial advice.
The Wealth With Intention programme distils his methodology into a self-paced, coach-supported format — giving you the same frameworks his private clients receive, at a fraction of the cost.
Join the Programme
One investment. Twelve weeks of structured learning. A financial strategy you keep for life.
The complete 12-week financial coaching programme for working professionals.
This programme is educational in nature. No specific investment returns are promised or implied. Past performance is not a guide to future results.
Frequently Asked
Your Financial Future
Does Not Wait
Every year without a plan is a year of compounding lost. Take the step — enrol in the programme or get in touch to discuss whether it is right for you.