Get to know your coach…

My name is Donald and I am a Financial Coach based in Swindon. Although I am fully qualified as a Financial Adviser, I chose to become a Financial Coach because my real passion is developing people’s knowledge and confidence and helping them to meet their goals – especially when it comes to making the most of their money.

I provide my clients with a holistic service tailored to their needs and we’ll always take things at your pace and with no pressure.

Unlike traditional Financial Advisers who will recommend a particular product or service, I help you to understand how money works, where and how you spend it and where and how you could put your money to better use.

Depending on your goals, I can also point you in the direction of a variety of helpful, user friendly tools and services to help you get to where you want to be in the quickest and most appropriate way.

Some common themes that I cover with my clients include:

– Saving for and buying a first or new home.

– Budgeting.

– Investing for the future IE for family or long term plans.

– Pensions and Retirement.

– Protection, such as life cover to protect your family and their financial future.

If now is the time that you feel you want to get to grips with your finances and plan for your future, please get in touch so we can discuss your requirements.