We help people to improve their finances and relationships with money with individual money coaching.

 

We understand navigating finances can be difficult and offer full support and mentoring in a confidential and non judgemental setting.

  • Accredited member of the Institute of Money Advisers

  • Holds a Certificate of Practice in Money Advice

  • Award winning 'Money Adviser of the Year"

  • FCA Licensed

Services include -

Expert money guidance

Improving relationships & emotions with money

Review of household finances

Budgeting and saving on household bills

Help with income maximisation and expenditure reduction

Practical ways to save

Set and achieve money goals

What you get :

consultation with a specialist money adviser

Accessible appointment methods, face to face, telephone or email based

A follow up with a completed household budget, details of money savings, setting financial goals with timeframes and written report with full recommendations

Longer term support for accountability to reach goals

£199 fixed fee per review with hourly rates for any additional ongoing support

 

 No hidden costs, no referral fees from other companies should we recommend you seek further advice 

T&CS

*This is our only paid service to individuals and is not offered as part of our work with Housing Association or Local Authority tenants

*Prior to commencement of full review, we will assess your eligibility in order to meet our criteria 

 *We hold an FCA Licence to provide financial capability services, we are not Independent Financial Advisers (IFAs). We can help you to find a local IFA, there would be a cost to access advice for services provided by IFAS. We do not provide recommendarions or have any links with local IFAs or charge referral fees

 *We do not provide assistance with debt or financial difficulty with this service. Free debt counselling, debt adjusting and providing of credit information services is available via The Money Advice Service 

https://www.moneyadviceservice.org.uk/en/tools/debt-advice-locator