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Financial Education and Employability Skills
for Secondary School Students
Financial Education and Employability Skills
for Secondary School Students
Ed has over 34 years experience in the City of London.
He has been in financial markets all of his working life - having long spells with HSBC, Handelsbanken, ING and most recently, Director of Corporate Treasury and Investment for Deutsche Postbank.
Ed has also worked for four years in Singapore as Treasurer for BHF bank and specialises in Foreign Exchange, money markets and derivatives.
He has a first class honours degree from the OU in maths and natural sciences.
Ed is married to Susan and they have three children.
The idea to form WizeUp came from first hand experience of the trials and tribulations of his own children as they moved through adolescence and into adulthood.
Like Ed, Mike has spent all of his working life in financial markets with Nat. West., Continental Illinois, ING and lately as Assistant Director of Corporate Treasury and Investment at Deutsche Postbank.
He is now a Director at Greensky Wealth.
Outside of business Mike coaches both football and cricket to young people.
He lives and Essex, is married to Jayne and they have three children.
Andy has 38 years’ teaching experience in secondary education in both the state and independent sectors. His final 10 years of teaching was spent as Head of Sixth form mentoring students to achieve their aspirations and preparing them for university or working life.
A keen tennis player Andy enjoyed four years at Loughborough University studying Sports Science and Education. He sits on the Bucks LTA Management Committee and is married with two daughters.
Our first contact can either be over the phone, email or in person. Once a school identifies the year group it wants to benefit from our workshops or seminars we are happy to discuss the topics which the school and students have identified as being most useful. The number of topics really depends on the time available - each topic takes about 30 minutes to present.
As soon as the year groups, duration and topics have been decided the whole day is written especially for the school and the audience. For younger students we may well use a more practical approach with lots of activities. Older students may well feel the available time is better used with more facts. Either way we will keep schools in the loop and guarantee to hit the right note.
We continue to support schools, teachers and students either through this website which is kept up to date, or through personal contact. They are welcome to email or call with questions.
The Hinckley & Rugby Building Society is a building society based in Hinckley, Leicestershire, UK, with origins dating back to 1861. It is a member of the Building Societies Association.
"As a regional building society aiming to give back to the community it serves Hinckley & Rugby Building Society is extremely proud to sponsor WizeUp’s financial education sessions within local secondary schools. Ed’s sessions are not only entertaining but also very informative and relevant to the sort of decisions that young people will be facing in the not-too-distant future. The fantastic feedback we receive from both teachers and pupils alike, stating that sessions on topics such as budgeting and managing their money are thought-provoking and enlightening, are proof of their value and a compelling reason for us being involved in such an important project."
Stewart Heeley - Marketing & PR Manager
The Penrith Building Society is a UK building society based in Penrith, Cumbria. It is a member of the Building Societies Association.
‘Working with WizeUp has been a great experience and has allowed us as a business reach another area and demographic of our community here in Penrith. Being able to activley support financial education is essential for a Mutually owned organisation like Penrith Building Society to be able to fulfil its social purpose to its members and the community it serves.’
Tim Bowen - C.E.O.
The Melton is a building society based in Melton Mowbray, Leicestershire in the East Midlands. The Melton was established in 1875 and is one of the oldest surviving building societies in the United Kingdom. It is a member of the Building Societies Association.
"We have worked with WizeUp for over two years to help us deliver our financial education programme to local secondary schools. The feedback from schools has been fantastic and they find the sessions invaluable. Ed delivers a combination of professional, informative and engaging workshops that really seem to hit the spot with pupils!"
Jane Gilhespy - Communications Manager
GreenSky Wealth provides independent financial advice for individuals and businesses. They are based in Norwich, Norfolk.
At Greenskywealth we are extremely happy with our association with Ed Flack and Wizeup.
The schools we sponsor, Reepham and Anglo European are delighted with the tailored workshops their students are getting and are already rebooking for next year.
Ed has dedicated himself to delivering financial education directly to the students, in plain no-nonsense English. Giving them all the knowledge and tools, they will need to navigate the big financial decisions they will be making moving forward.
Why no one else is doing this we simply don’t understand.
If each Company sponsored 1 or 2 local schools our children would be so much better equipped to avoid costly mistakes.
Keep up the great work Ed!
Andy Crawford - Director
The Saffron Building Society is a regional building society which has branches and agencies in the East of England. These span: Cambridgeshire, Essex, Hertfordshire, Suffolk and London. It is a member of the Building Societies Association.
"I really enjoyed watching you in action on Monday – and it looks like the students did as well.
I’d like to thank you for the hard work that you have put into this. I really hope that it makes a difference to the students at the Schools that we are supporting."
Colin Field C.E.O.
"Ed’s passion and his bespoke, down to earth sessions provide essential life skill education to the students who are lucky enough to experience it. The content is real, relevant, honest and received with enthusiasm and interest.
As a mutual, community is at the heart of everything we do and Saffron Building Society is delighted to be funding these financial awareness sessions to the next generation in our local communities."
Community Business Partner
Buckinghamshire Building Society is an award winning mutual, based in Chalfont St Giles in Buckinghamshire. Started in 1907 we have been offering competitive savings and mortgage products to new and existing members for over 100 years. We are members of the Building Society Association and Banking Standards Board.
Supporting our local community is embedded in our mutual ethos. Every year our members nominate a charity at our AGM to receive funds from our foundation. As a Society we also support numerous local causes and events and our staff regularly take part in volunteering and fundraising.
“Working with Wize-Up is an exciting new venture for the Society and we are delighted to be working with Ed Flack to bring financial education to secondary school children in our local area. We believe that it is a valuable life skill to understand the benefits of good personal finance management.”
Linda Reed Operations Manager.
Although we operate throughout Britain, we enjoy great support from the City of Bath and its surrounding areas. The Society can trace its origins back to 1904, when it was set-up originally as a Friendly Society. It used Members’ investments to buy property to rent, becoming a Building Society in the 1950s, lending money for people in the City to buy their own homes.
The Society’s growth follows the growth of property ownership in Britain, with assets increasing from some £10m in 1980 to approximately £292m today (31.12.15).
Bath Building Society is a lender that specialises in niche mortgage products. The society is committed to supporting the local community via its sponsorship and charitable activities. The society also provides residential property management services via its subsidiary company Bath Property Letting.
“In 2019 the Society launched an initiative to deliver financial education to sixth form pupils with the aim of better preparing young adults for their forthcoming moves into work and college by teaching them the basics of such things as taxation, budgeting, saving and renting accommodation. During the previous academic year we have worked with Ed and four schools in Bath and we estimate that we have worked with about 550 students. This academic year we will be working with at least five schools; possibly seven, and hope to see almost 1,400 students throughout the year.
Ed has been brilliant and has worked with our local schools to give them the financial education programmes that they require. He has also worked with two groups of students with learning difficulties from the College in Bath and Three Ways a special educational needs school.”
PR & Communications Manager
Market Harborough Building Society was established in the south Leicestershire town of Market Harborough in 1870. The Society has grown steadily and prudently over the last 149 years with assets in excess of £469m, over 29,000 savings members and 3,000 mortgage members.
The Society established an independent charity, Market Harborough Building Society Charitable Foundation, in 1999.
Earl Shilton Building Society is one of the UK's longest established building societies. We offer a competitive range of mortgages to suit everyone from first time buyers, to those looking to build their own home, or people simply looking to remortgage. We also offer a wide variety of savings opportunities to suit your requirements.
Earl Shilton Building Society is very proud to have retained its core values promoting thrift and home ownership, but also helping and listening to its members, giving a personal service wherever possible. It is a mutual organisation and, as with other mutual organisations, the Society has no shareholders to consider, therefore we can provide competitive products to both savers and borrowers.
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For more information on school workshops or seminars or if you would like to find out more about sponsoring local schools give me a call or drop me a line!
Bressey Grove, Snaresbrook, London, E18 2HX, United Kingdom