Meet our friendly financial coaches

From all walks of life, up and down the country, our coaches share a mission, to help people make the most of their money.

A former Head Teacher, Martha now helps make dreams happen

“By making my money work for me I managed to buy my dream home at 28, and am now a frequent traveller. I want to help others with their finances, so they too can realise their dreams.”

– Martha, Financial Coach since Dec 2019

A sharing, caring economy

Our coaches all have extensive education and experience, across a wide variety of topics and careers. They share a desire to give back, using this experience to help others.

By helping our coaches rapidly learn their new trade and set up their practises, we’re fast-creating a whole new profession, that’s making financial guidance more accessible and affordable to many more people.

30 seconds with Phil:

My love of coaching.“I spent 20 years in the UK and Africa, before joining the online-learning revolution, eventually managing £80m of government funding. I subsequently set up an organisational consultancy where I developed my love of coaching, working closely with senior executives.”

How I like to coach. “I develop real empathy for my clients and their situations, whether they are deciding how to invest a windfall, or are worried about paying off credit cards. I give them a safe space to consider their options from all angles, showing them how different scenarios can play out.”

Away from work. “I’m an avid reader. I love anything by John Steinbeck. He’s a master of descriptive prose and has an incredible way of perceiving the human condition. If I had to choose only one of his books, it would be East of Eden. I couldn’t recommend it more highly!”

The highest standards

We provide the UK’s first, largest and most-rigorous training, assessment and ongoing-monitoring scheme for financial coaches. All the coaches we work with have extensive life and career experience, and we only accredit a small proportion of applicants.

Each coach successfully completes our in-house training and accreditation programme, typically lasting 6-8 weeks. We regularly review coaches’ work and client meetings, to ensure they give the very best guidance.

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What people say about us

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