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Financial Coaching

As financial coaches we can help support you to build a better relationship with your finances and feel more in control to help eliminate worries and stresses.

 

Financial coaching is a hybrid of mentoring, coaching and guiding. This could include supporting you to change your  habits, removing the emotional links or blockers to money, or helping you budget and understand your money.

Benefits of coaching

80% of people who received coaching report increased self confidence

70% benefit from improved work performance, relationships, and more effective communication skills

89% of companies recouped their investment on coaching, with some gaining even more than they spent

Why you might need a financial coach

Only 10% of people take financial advice and it is usually the wealthier who are investing…. But everyone needs a helping hand and have questions eg  Can I afford to retire, can I afford to go part-time, how do I return to work after maternity and afford childcare, how do I get out of debt – the questions are endless.

 

People don’t talk about money but it is one of the greatest contributors to stress.

What we offer

  • 121 coaching

  • We are in the process of setting up a 5 session group program to make it more affordable (with the option to be anonymous)

  • Corporate seminars

  • Small business finance coaching

  • Financial wellbeing for staff

  • Templates for budgeting support

  • Resources

  • Cost saving ideas

What we don't offer

We do not offer regulated advice we are not a traditional financial advisers, don’t sell financial products or receive any commission or payment from third parties.

Qualifications

  • Qualified Chartered Accountant with the Institute of Chartered Accountants of Scotland

  • Financial Coaching Practitioner certificate - Trained with Simonne Gnesson of Wise Monkey - who is the Pioneer of financial Coaching in the UK

  • Diploma in Business, administration and finance

  • Level 2 Certificate in Personal Finance with IFS

  • Coaching management course with Good Habitz

  • Social Media Good Habitz

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