Chesterfield News

Mortgage 1st go ‘back to school’ to teach students about future financial planning

Mortgage 1st, a Chesterfield based Mortgage Advice firm have been ‘Back to School’ this October delivering a lesson they 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.

The team at Mortgage 1st are passionate about supporting young people, they already offer an ‘Apprentice to Adviser’ program to school & college leavers and more recently have taken part in the My Future Platform which is a virtual careers fair showcasing the jobs available in their 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 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.

Along with her colleague Carly Montisci, Senior Manager at Mortgage 1st, 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 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, HR & Marketing Director, Mortgage 1st said: “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.”

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

Mortgage 1st supports the marketing and economic growth of the town through Chesterfield Champions, a network of over 180 organisations across Chesterfield and North Derbyshire.

Josh Marsh

Destination Chesterfield Coordinator (Investment and Marketing)

Email Josh

Keep up to date

Dont miss out on all the latest news, updates & special offers.

Signup to our newsletter