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.

What’s included

  • 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.

 

Popular subjects:

Getting started

YOUR MONEY mindset

SETTING GOALS

Next steps

BUDGETING

YOUR CURRENT INVESTMENTS

YOUR CURRENT PENSIONS

PLANNING FOR PROBLEMS

SAVING FOR A BIG EVENT

SAVING FOR CHILDREN

PAYING OFF DEBT

FORECASTING YOUR WEALTH

More advanced

REDUCING INCOME TAX

HOW INVESTING WORKS

HOW TO LEAVE A LEGACY

PLANNING FOR BUSINESS OWNERS

RECEIVING A WINDFALL

INVESTING IN PROPERTY


Important note

This service provides you with generic financial guidance. You can read about the difference between financial guidance and regulated personal recommendations in our Service Terms.