What happens in your free money coaching session
Your free introductory session is a relaxed 30-minute conversation with Emily, an accountant and money coach. Together you’ll look at where you are with money now, where you want to be, and your first practical steps, explained in plain English with no jargon and no judgment.
What you could talk about
- Budgeting and keeping track of your spending
- Saving for a goal
- Debt
- Buying a home
- Pensions, investing and tax
Coaching, not regulated financial advice
Sessions are educational coaching to help you understand your options and feel more in control. They are not personalised financial advice. If you need regulated advice, you can check an adviser’s credentials on the FCA Financial Services Register.
Not ready to book yet?
Try a free tool first: the Money Leak Finder shows where your recurring money goes, and the 3-Step Money Guide helps you see what’s coming in, what’s going out and what you want. You can also read more about Emily.