Future Financial Planning for the next generation


We have been ‘Back to School’ this October delivering a lesson that our HR & Marketing Director, Lisa Stones has created for year 9 students as part of the schools personal development topic. The lesson focuses on future financial planning which is a very important and key life skill for young people.

At Mortgage 1st we are very passionate about supporting young people, we already offer an ‘Apprentice to Adviser’ programme to school & college leavers and more recently we have taken part in the My Future Platform which is a virtual careers fair showcasing the jobs available in our industry to inspire the next generation.

Developing a partnership with local schools and designing a lesson plan based around financial planning, mortgages and buying a house is something that our HR & Marketing Director, Lisa Stones has been keen to do for a while and after linking with Shirebrook Academy earlier this year the project took shape.

A seed has been planted

Along with Senior Manager, Carly Montisci, Lisa delivered the lesson to 6 tutor groups, over 150 students in total, over a course of 3 weeks. The lessons were well received by the tutors and students alike even after the shock of discovering the actual cost of buying a house! Many students expressed an interest in the financial service industry as a career option they may now consider but most importantly (and why we set out on this project in the first place) a seed has been planted with the 13 year olds about the importance of budgeting and sensible money management to enable a financially stable future.


Lisa Stones & Carly Montisci at Shirebrook Academy


“I am thrilled to have been able to see this project through, I wasn’t going to let any COVID restrictions get in my way this year! The team at Shirebrook Academy have been fantastic and provided me with all the guidance I needed to create an interesting and engaging lesson for the students. The feedback from the tutors has been great and the level of engagement and questions from the students was amazing, they were genuinely interested in what is a fairly complex and ‘grown-up’ subject. This is only the start as we hope to be able to offer this programme to more local school on a regular basis.”

Lisa Stones, Mortgage 1st HR & Marketing Director


We will soon be on the lookout for our next new young apprentice to join the Mortgage 1st head office team in Barlborough, Chesterfield. Details will be published on the Mortgage 1st website and social media later in the year.