Financial Coaching
Financial Coaching
Do you have a tricky financial question to solve? Speak to a real-life financial coach, who can help you gain insights and understanding of your financial situation so you can move forwards with confidence.
Benefits of Financial Coaching
Financial Coaching can help you take the first steps in mastering your financial wellbeing. We offer a free, no commitment, 15-minute call with a qualified professional to discuss your needs.
Direct support
You'll speak to one of our financial coaches who can answer your money-related questions. You'll be able to think more clearly about your options and get the help you need to make the right decisions.
You’re in control
You can choose exactly what you want to talk about. Whatever your circumstances, a personal coaching session can give you the answers you need to start thinking clearly about your financial future.
Qualified experts at hand
Perhaps you want to start investing but feel overwhelmed with all the options on offer. Maybe you’ve retired and want to make the most of your savings and investments. You can really increase your financial confidence when you have a qualified expert on your side.
Free initial consultation
Not sure that Financial Coaching is right for you? We offer a free, no commitment, 15-minute call to discuss your needs. You can delve deeper into a subject that’s relevant to you through a one-hour coaching session.
Why Financial Coaching services could be ideal for you
Speaking to a financial coach could give you the answers to the questions that can get you thinking clearly about your financial future.
You want to find out more about investing
Find out more about how to start investing and form good financial habits.
You want to gain confidence in your finances
Find out how to get on top of your day-to-day finances. Gaining confidence to tackle difficult decisions rather than putting them off can improve your future situation.
You want to maximise tax efficiency
Learn about the accounts that can help you meet your financial goals faster by reducing the amount of tax you pay on your returns.
You want a more secure retirement
Wherever you are in your retirement journey, your coach can direct you to the right resources and explain how to make the right financial decisions and work towards the lifestyle you want.
Lisa was so helpful. She clearly understood our situation and gave us very relevant and useful information and guidance to help us move forward, and feel less stressed!
Financial Coaching client
2023 Service feedback Survey
How much does Financial Coaching cost?
Your first 15-minute call is free. Each 1-hour Financial Coaching session is then charged at a one-off fee of £150.
How Financial Coaching works
- Explore
Free 15-minute call to discuss your financial needs. One of our financial coaches will listen to you, answer any questions, and advise the next steps. - Learn more
1-hour session going into more detail on a more focused topic relevant to you, from tax-efficient investing to retirement planning. - Move forward with confidence
Your coach will provide useful resources to help you on your way. If you need additional support, we'll recommend the best service to suit your needs.
Latest insights
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What is a financial coach?
Knowledge
Are your finances in shape?
Find out where your money goes, so you can make investments and watch them grow. Download our free Financial Health checklist and feel more confident with your money.
Book your free 15-minute session
Complete your details to book a meeting or will we get in touch to find time that works for you.
Call us on: 0207 739 8200
Open Mon-Fri, 9am-5pm
Frequently asked questions
Financial coach vs financial adviser – what’s the difference?
A financial coach can answer any questions you might have to help you understand your financial situation better – however, you’ll need to make your own decisions. On the other hand, a financial adviser will listen to understand your needs and wants, and then recommend solutions to help achieve them.
What does a financial coach do at Charles Stanley?
Our financial coaches have a deep passion for helping clients better understand their financial situation – empowering them to save and invest with confidence. They spend their time listening to clients, answering questions and providing practical guidance on the next best steps.
Is financial coaching regulated in the UK?
Unlike financial advisers, a financial coach doesn’t have to be registered with the UK regulator – the Financial Conduct Authority (FCA) – as they aren’t allowed to provide specific financial advice. However, many financial coaches are qualified financial advisers.