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 situation so you can take the next steps with confidence.
Benefits of Financial Coaching
Financial Coaching can help you take the first steps in mastering your financial future. 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 next steps.
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 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 financial coach can direct you to the right resources and explain how to 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 (incl. VAT).
How Financial Coaching works
- Explore
Free 15-minute call to discuss your financial needs. One of our financial planners 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: 020 7149 6444
Open Mon-Fri, 9am-5pm