Finance Education & Training

Me, directly. I'm Harriet Formby —a fractional CFO, ACA ICAEW Chartered Accountant, certified Level 7 Executive Coach, and Trauma of Money™ practitioner. I'm also the founder of GetNumberSavvy®, where I've been  delivering finance education and training across workshops, programmes, and bespoke organisational delivery for he past 5 years.

My background spans both ends of the finance spectrum — from grassroots organisations and start-ups through to FTSE 100 and PE-backed environments — which means I can hold the full picture: the commercial reality, the emotional layer, and the systemic context.

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Over the past five years or so I've developed and delivered workshops, series, and courses across all three strands — the practical, the emotional, and the systemic. Topics have included money mindset, emotions, financial trauma, budgeting, forecasting, pricing for profit, speaking the language of a CFO, securing finance and funding, and financial hygiene and habits, among others.

Alongside the launch of this new website, earlier programmes and resources from the GetNumberSavvy® sister site are being updated and brought together in one place — and are making their way into the resources section now. The best way to stay in the loop as new things land is to join the newsletter.

If you want something delivered for your organisation or community, get in touch to scope something together.

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Workshops start from £2,000 + VAT for established organisations and networks. For training programmes or a series of sessions, we can explore your needs and scope out an engagement. For grassroots and community organisations, we can work to your budget and do offer pro bono support where capacity allows — as part of a wider commitment to access and equity. Get in touch to talk through what you need.

There's also a library of free and accessibly priced resources on the resources page.

I'm a certified Trauma of Money™ Practitioner — a body of work developed by Chantel Chapman that brings together neuroscience, somatic practice, attachment theory, and systemic awareness as it applies to money.

Why this matters:

Money is treated, almost everywhere, as something logical — a head thing, a maths thing, something you should just figure out. But it isn't. Money lives in your body, your nervous system, your relationships, your inheritances, your sense of safety. It makes you feel something. When that gets acknowledged honestly — not bypassed, not minimised — everything starts to shift.

I also don't follow the unspoken rules of how this kind of work is "supposed" to look — back-to-back meetings, pushing through, ignoring how your body feels, performing productivity, putting capitalism's norms ahead of what's right for you. We work how you work best. That's the whole point.

What it looks like in practice:

• Recognising the nervous system in the room — if you go quiet, get overwhelmed, dissociate, freeze, or get activated, we slow down. The pace of the work matches what your system can hold.
• Autonomy and choice at every step — you're in the driver's seat. You decide what we look at, what we don't, the pace, and when to pause or change direction.
• Set up however lets you show up — under a blanket, walking around, fidgeting, doing something with your hands, camera off, lying on the floor — whatever lets you be present and regulated. Pause whenever you need to. There's no one right way to be in a session.
• Exercises designed with this in mind — any reflection prompts, journaling, or work between sessions is set up to support you, not perform you. Engage with what helps, skip what doesn't, adapt as you need.
• Using language carefully — avoiding shame, blame, or pressure. Naming things honestly, but without making you feel small for what you're carrying.
• Holding the systemic alongside the personal — money issues sit inside systems (capitalism, white supremacy, patriarchy, ableism, classism, family inheritance, gender, race). I won't pretend they don't.
• Not pushing past the feelings — emotions get held, not bypassed. We don't pretend you're fine, and we don't try to push past discomfort to get to the spreadsheet.

What this isn't:

I'm not a therapist or counsellor. Trauma-informed is not the same as trauma treatment. I'm not training or qualified to treat trauma directly, and this isn't a clinical or therapeutic setting. If significant trauma comes up that needs more space than this work can hold, you'll need someone trained in that work — and it's worth thinking about what other support you have around you (therapist, somatic practitioner, etc.) before or alongside.

What I do bring is finance work that doesn't ignore the nervous system, the feelings, or the systems money sits inside.

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The work is remote-first. I work with clients across the UK and beyond, using video calls for meetings and async tools (email, Slack, WhatsApp, voice notes, Loom recordings etc) in between.

Worth baring in mind, that for accountancy services through Mini CFO® — clients need to be UK-based, as this involve UK statutory filings, HMRC, and Companies House compliance. Everything else — fractional CFO leadership, consultancy, projects, financial strategy, modelling, coaching, mentoring, and education — has few geographical limits.

Where is BTLF actually based?

‍ Rural Somerset, in the South West of England — about two hours outside of London. My regular office is in a re-wilded off-grid meadow, overlooking ancient woodland.

Simply book a call. We'll talk through your situation — goals, current challenges, and opportunities — and explore what kind of support would make all the difference. If it feels like a fit, I'll draft a proposal that we refine together, so it fits for your reality and preferences.