How we can help
When it comes to mortgages and protection, you’ve got your clients covered.
But what about budgeting, savings, investing, and pensions?
Our financial coaches use our in-house planning technology to help people on all aspects of their finances, so they can make the most of their money and build the life they really want.
We’re passionate about helping everybody
While some traditional financial advisers can only serve certain types of clients, financial coaching is for almost everyone – regardless of salary, savings or personal circumstances.
What we can offer your clients
Starter Plan
FREE – we cover the costs
- Meet a financial coach once per year
- Message them whenever you have a money question
All-Access Plan
One flat fee – £299
- Unlimited financial coaching (for 12 months)
- Fully customised financial plan
- Personal digital action tracker
10x more affordable than traditional financial planning services – no monthly costs, no hidden fees
How it works
Step 1
We match you with a dedicated financial coach
Step 2
You complete a mortgage for a client
Step 3
You refer them to us for help with their wider financial needs
(We make this step super easy and effective!)
Step 4
We refer them back, whenever they need mortgage or protection advice
Step 5
They’ll love you even more and refer even more clients your way!
What people say about us
Donald was great in breaking everything down for me into manageable pieces. He explained everything clearly in a way I understood so it was not overwhelming. Zoe
Brenda was a great listener; she took the time to understand my situation and gave me good, structured advice. Exactly what you would want from a good financial coach. Gareth
Caspian listened closely to my individual financial goals, and carefully tailored a plan to help me achieve these. He never pushed me in a specific direction but listened well to what I hoped to achieve and presented me with some great options to choose from. Christabel