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FINANCIAL COACHING

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Financial Coaching 

Financial coaching, also known as a money coach or money mentor is a personalised service that helps individuals take control of their money, and achieve financial success through careful planning, objective setting and both short term and medium term goals and support.

Basic money (and debt) management is not taught at schools in most circumstances, and so many people move into adult life and working life without these essential life skills. 

 

We believe that basic financial literacy is a must have in the modern world, and corporate and company management and owners are in a great position to provide personalised financial coaching to their staff as an added employee benefit.  

 

My 35 years of experience and expertise in the Personal Finance space will help you or your staff to develop a solid financial plan, set clear goals, and take meaningful action towards achieving them. Whether you're looking to get out of debt, save for a holiday or retirement, invest in your future, understand the stock or bond markets or any other personal finance matter, I am here to help.

 

Contact me today to discuss how I can help you or your staff achieve financially literacy. 

FINANCIAL COACHING SERVICE EXAMPLES

Money is now the No 1 cause of stress and poor mental health for people across the UK

94% of people in the UK worry about money

BASIC

FINANCIAL COACHING

Client Discovery Questionnaire

 Net Worth

Budgeting Basics

Managing Debt

Clearing Debt

Saving

Property

Mortgages

Insurance & Protection

Investing Basics

Pensions

 INTERMEDIATE
 FINANCIAL COACHING

Client Discovery Questionnaire

Budgeting

Monthly Cash flow 

Investing

Stocks & Shares

Bonds

Funds & Trusts

Commodities 

ETF's

ISA's

SIPP Pensions

 

ADVANCED FINANCIAL COACHING

Client Discovery Questionnaire

Advanced Investing

Bond Markets

Trading Stocks

CFD's

   Spread Betting

Options Trading

VCT's, EIS, SEIS

Fundamental Analysis

Technical Analysis

Buy to Let Property

P2P Loans

P2P Equity

 

What does a Financial Coach do?

As a financial coach, my role is to help clients gain clarity and take control of their own financial life. This involves working with them to develop a clear vision of their financial goals and the steps they need to take to reach them.

 

I also provide practical help on topics such as budgeting, saving, debt management, and investing. By working with me, they can gain the knowledge and confidence they need to make informed financial decisions and achieve long-term financial success and ultimately financial freedom.

What does a Financial Coach NOT do?

A financial coach does NOT provide advice on any specific investments or themes. Advice is the domain of FCA Authorised financial advisors only. Financial coaches inform and empower people to make their own financial decisions.  

 

Financial Coaches Inform and Empower People to make their OWN Financial Decisions 

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