Get with the programme
Our unique approach to financial planning is designed to help you feel:
Excited about your future
Motivated, so your future plans become reality
Confident and in control of your finances
Assured, because you have a financial expert by your side
Prepared for events that could change your life and finances
How does it work?
We believe everyone feels better when they have a financial plan, so that’s a core theme throughout the programme. Your personal financial planning coach will help you to define your goals, design your plan with you, and contact you quarterly to make sure things remain on track.
Along the way you are likely to need advice on financial things, so we are right by your side to take care of that too.
Life tends to throw us a curveball now and then, so if things change and you need help, we are on hand to guide you through.
In short, we help you reach your goals, take care of the things you find difficult, scary and boring, and free up your time to do what you do best.
The programme cost
Personal: £120 per month, with no tie in period.
Check with your employer
Our programme may be available at a discount through your employer if they have an arrangement with us. If that’s not available, just send our details to them and we will explain the options to them.
A personal, supportive programme
We appreciate some money gurus offer online courses and encourage you to imagine your way to financial success. So we want to make two things really clear.
First, this isn’t an online course, it’s a personal programme discussed with a real human being who happens to be a qualified, experienced financial planning expert, authorised by the Financial Conduct Authority. Much more valuable.
Second, we agree that having a positive mindset can do wonders. But believing in abundance won’t work on its own. You need practical steps based on a good understanding of money, sound planning and the occasional challenge to truly succeed.
Quarterly sessions by video call to make sure you stay on track, delivered by a qualified financial planning expert.
Access to a money management app for full oversight of your finances, income and spending, plus an financial document storage area.
Access to our growing range of financial tools, templates and calculators.
Access to your own personal planner whenever you need to have financial assistance.
Coming soon - membership of a discount scheme for events, shopping and experiences.
What isn’t included
Sometime you will need a financial product, such as an investment, pension or a personal insurance contract. You can go ahead and organise that yourself. But it’s usually a good idea to take our professional advice. We can tell you which product to choose and why. Then help you get it all set up.
A separate menu of fees applies for that advice.
YOUR MONEY mindset
YOUR CURRENT INVESTMENTS
YOUR CURRENT PENSIONS
PLANNING FOR PROBLEMS
SAVING FOR A BIG EVENT
SAVING FOR CHILDREN
PAYING OFF DEBT
FORECASTING YOUR WEALTH