Meet clients like you
We help people of all ages and backgrounds reach their goals – whatever they’re dreaming of.
Meet Joe, 24
His life and goals
He’s in the second year of his grad scheme
He wants to stop dipping into his overdraft at the end of the month
He’s started paying off his student debt, but has credit payments that are adding up
What he asked his coach
How do I create a budget I’ll actually stick to?
What’s the best way to save up for a holiday?
How we helped
Tracked his spending together and found a way to save £150 each month
Created a plan together for paying off his debt
Helped him build an rainy day fund
Set up an automatic savings pot for his holiday
His “big win”
Not stressed about money at the end of the month
Meet Caroline, 30
Her life and goals
She was was recently promoted and is finally in a career she really enjoys
She and her fiancé have started planning their wedding
They’ve talked about buying a flat, but they’re not sure what to do to get there
What she asked his coach
What are the best ways to save for our property purchase?
Should I be investing?
How do I balance my wedding and property goals?
How we helped
Compared different scenarios for her wedding and property goals and showed her how to save for both
Helped her and her fiancé set up a Lifetime ISA for their property purchase
Introduced them to an expert mortgage adviser for free
Identified 3 ways to improve their credit scores (and get better mortgage offers)
Her “big win”
£4,000 worth of free government bonus to put towards their property!
Meet Laura and Anna, 36 and 40
Their life and goals
They’re recently married and expecting a baby
They’re trying to decide what they should do to make more space for the little one
They’ve never invested before and aren’t sure whether it’s right for them
What they asked their coach
How much should we be saving for kids?
How much parental leave can we afford to take?
Should we renovate or move house?
How we helped
Created a forecast for childcare costs so they know what to budget
Compared scenarios for different lengths of career break
Helped them set up life insurance and a will so their family is protected
Their “big win”
A clear plan for the first few years of their child’s life!
Meet James, 48
His life and goals
His kids will be leaving home soon and he’s starting to think about retirement
He and his wife are trying to decide whether they should downsize in a few years or stay in their current house
He wants to be able to save a little bit of money to help his daughter buy her first property
What he asked his coach
Am I on track for retirement?
Should I consolidate pensions?
How much should I put in my pension versus other investments?
How we helped
Helped him find his old pensions and explained the pros and cons of consolidating
Identified that he wasn’t on track for his retirement income and created a plan to close the gap
Compared different scenarios for their property and helped him to decide to stay and remortgage
His “big win”
Projected to have £100K more in his pension pot!