Eirin Conesa Holmeide

Octopus Money

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 9 )

Pensions ( 19 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 27 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 1 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 27 )

Financial Mentoring ( 15 )

Financial Coaching ( 33 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 6 )

Client reviews

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for a financial coach?

I was always in the red each month despite being on a good salary.

How has Eirin Conesa Holmeide helped you?

Focus and planning. I no longer 'bury my head in the sand' or put financial tasks off until tomorrow. I have a clear plan of what I need to do, how to do it and accountability along the way to keep me on track.

Have you seen the outcome you were hoping for?

Absolutely, my finances and future planning are already much improved and moreover I'm comfortable about them too. They're no longer a nagging source of stress.

What could they have done better?

I can't think of anything.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

Concerns around budgeting

How has Eirin Conesa Holmeide helped you?

By giving me clear indication of our next steps and setting up our next call.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Eirin

A brilliant first session with Eirin! She was insightful when it came to looking at my finances, and took me through the upcoming steps in a clear and manageable way. I look forward to continuing working with her.

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Eirin

Great intro to Eirin and really excited to get a financial plan together

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Eirin

Eirin was very helpfull and gave good advice allowing me to progress towards my target.

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I have started using Octopus MoneyCoach because my spending habits have become unsustainable. I wanted some guidance on how I can improve on that, look to buy a house soon and also have a good income in my retirement.

How has Eirin Conesa Holmeide helped you?

Eirin has been extremely helpful. She has given very sensible advice in a structured manner. She was able to change and keep tailoring the plan for me as I kept changing my mind on certain goals and financial objectives, as I myself didn't really know what I want. She was understanding and calm as well

Have you seen the outcome you were hoping for?

We are only at our initial stages but I can see my mindset switching slowly and being more cautious.

What could they have done better?

Dont have much to say here at the moment.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I’m not great with money and have been putting my financial planning off for years.

How has Eirin Conesa Holmeide helped you?

Eirin quickly helped me to get an overview of my financial situation. She asked me about my plans for myself and my family and she proposed a range of actions based on this. After each meeting she would summarise current status and next steps. Eirin is knowledgeable, helpful and is able to explain financial matters in plain language.

Have you seen the outcome you were hoping for?

Yes, I have a plan and a set of priorities.

What could they have done better?

Nothing!

Repeat review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Eirin Conesa Holmeide helped you since your last review?

Eirin helped me re-shape my approach to my personal finances. I went to her seeking support with budgeting, savings, ISAs and pension. After 1 year of working with her I was able to build a much better awareness of my spending habits, create separate savings & investments accounts and ultimately reaching my financials goals . By working with her I feel like I have acquired the tools to make better financials decisions and manage my income moving forward. I would highly recommend Eirin!

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Eirin

Eirin is brilliant, she made me feel at ease discussing an uncomfortable subject, and set out some great quick wins.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I was looking for guidance on how to best manage my finances.

How has Eirin Conesa Holmeide helped you?

Eirin provided actionable next steps for me to achieve me financial goals.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for a financial coach?

The need for clarity in planning for my retirement.

How has Eirin Conesa Holmeide helped you?

Eirin has been instrumental in providing me with the guidance, knowledge and tools to progress my financial goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Eirin could not have provided a better service.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for a financial coach?

I was struggling with my finances and didn't really understand how pensions and investments work or what they would mean for my future

How has Eirin Conesa Holmeide helped you?

She simplified things, explained concepts in a way that a non-finance person would understand. Visually presented the information very clearly which makes it look achievable

Have you seen the outcome you were hoping for?

It's still early days and it all depends on me being able to make the changes required. But Eirin has been very encouraging and positive, giving small targets that can be met.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for a financial coach?

As I get closer to retirement, I wanted to ensure that I am using my money wisely plus what to do regarding reducing credit card debt and start building my emergency fund.

How has Eirin Conesa Holmeide helped you?

How to get rid of credit cards in the right order based on APR and to cut them up - idea is to get used to living without credit cards although ok to keep one for emergencies; upping the percentage that I contribute to my work pension pot. Saving for the future including emergency funds and no more pension drawdowns

Have you seen the outcome you were hoping for?

Yes reduced my credit card debts and cut a few up;

What could they have done better?

Not happy that I could no longer use my financial coach who I am used to as money always a difficult subject and feel penalised for drawing on my own private pension

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for a financial coach?

Offered by employer

How has Eirin Conesa Holmeide helped you?

Tailored financial action plan

Have you seen the outcome you were hoping for?

Too early at this stage

What could they have done better?

Nothing at this stage.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Eirin

Pleasant, easy to speak to and came across very knowledgeable.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Eirin

I had a really good conversation about my future financial plans with Eirin. I felt comfortable to talk with her about my plans and Eirin is very supportive and knowledgeable and I am looking forward to our next session. I highly recommend Eirin. Thank you very much so far.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin is a patient listener and I found my first session extremely useful and insightful. I look forward to our future sessions.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Eirin

I found the session extremely useful. I thought I was completely in control of my finances, but by actually discussing them with Eirin I realise there's lots I can do to improve things.

First impression from a user who is not yet a client

November, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin was very professional, knowledgeable, insightful and warm person to talk with. Unfortunately, the level of my personal investments is beyond the scope of the clients you look after. I would definitely recommend Eirin as a financial planner and also increase the scope of her work as she is clearly talented at what she does.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin was kind, helpful and offered tangible actions. I was pleased with the advice she provided.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

my work offered it to me

How has Eirin Conesa Holmeide helped you?

Helped me review my savings and future financial goals

Have you seen the outcome you were hoping for?

yes helped me understand how I can reach my goals

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for a financial coach?

Work prompted me to

How has Eirin Conesa Holmeide helped you?

Brought clarity of where i need to focus

Have you seen the outcome you were hoping for?

yes

What could they have done better?

very good start

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin, set out the agenda of the session, she actively listen to everything I said, and I believe she understood what I wanted to get out of the session and her feedback at the end she said what she could provide in terms of what I need.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

Service was offered through my employer and it would be useful to know if there are better was to optimise my finances.

How has Eirin Conesa Holmeide helped you?

Eirin is helping me build a plan to get on to the property ladder, from our conversation the main priority was to understand my goals and core drivers of why these were important me. Taking this time I feel would provide a more tailored recommendation with my appetite for risk/reward taken in to consideration.

Have you seen the outcome you were hoping for?

Still early on, as have only had one session at the time of writing this review.

What could they have done better?

No Comment

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Eirin

Very good - very friendly and understanding, and provided knowledge of ways I could think about saving and steps to take that in the right direction

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Eirin

Great intro into what I can expect from Octopus. Was good to get some focus and look at my goals for the next year.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Manchester

What were the circumstances that caused you to initially look for a financial coach?

Financial instability at the moment, cost rising and not knowing how best to manage my money to ensure me and my family are secure for the future

How has Eirin Conesa Holmeide helped you?

She has helped understand my financial goals and get me to understand how some small adjustments now can make a big difference in the future.

Have you seen the outcome you were hoping for?

I'm on the journey to better understanding my money

What could they have done better?

Nothing

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for a financial coach?

Work sponsored

How has Eirin Conesa Holmeide helped you?

Mortgage and investment advice

Have you seen the outcome you were hoping for?

Ongoing but foundation has been laid

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin was very friendly and helpful, she provided valuable discussion without wasting time.

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Eirin

Very similar in terms of goals between myself and Eirin, professional, friendly and driven individual, looking forward to our future sessions

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Eirin

Really helpful rules of thumb which will make me think more efficiently on what I do with my money in future.

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Eirin

clear and helpful

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for a financial coach?

I'm middle aged and should be working towards my financial future with a lot more focus.

How has Eirin Conesa Holmeide helped you?

Established logical steps for me to move forwards and build a tailored plan.

Have you seen the outcome you were hoping for?

Yes, I'm on my way to take control of and optimise my Finances.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for a financial coach?

Very useful first session. Great listening skills and useful questions to help us explain our reality and goals. This could be a major turning point for us and I am excited to see where it goes

How has Eirin Conesa Holmeide helped you?

It helped to start a journey to get clear on a plan

Have you seen the outcome you were hoping for?

Definitely as a first step excellent follow up as well

What could they have done better?

Nothing it was the first session

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Eirin

Very good first meeting with Eirin. Clear, structured and helpful. Very good raport as well.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

My company offered a program to the employees willing to take on financial advice.

How has Eirin Conesa Holmeide helped you?

She was absolutely fantastic, preparing a meticulous financial plan and making clear to answer all my questions whilst also providing extra detailed information that helped me decide to make some financial decisions.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin provided great advice, with a clear and understandable list of things 'to-do' to improve my financial planning.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Middlesex

What were the circumstances that caused you to initially look for a financial coach?

Financial coaching with Octopus Money Coach advisers is offered as an employee benefit at my work place and I was curious to see how it could help me plan my future.

How has Eirin Conesa Holmeide helped you?

She provided me with a helpful forecast of how my savings and pensions etc. would progress on my current salary, and what I can do to influence them to help meet my short-term and long-term goals. She's got a pragmatic, can-do attitude that is really helpful at the beginning of my career when I have limited options and big goals!

Have you seen the outcome you were hoping for?

She's helped me feel more confident dealing with my finances and gain insight into how the future might look. Her advice has helped me ensure that I'm saving efficiently, and aware of trends that will influence interest rates. She's also helped me to set sustainable habits that'll build my finanical well-being long term.

What could they have done better?

Sometimes the volume of information was overwhelming, but follow-up emails always helped me to clarify my options.

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Eirin

My initial meeting with Eirin was great. She helped me assess my financial goals and consider how we could work together to meet them. Talking about finances can be overwhelming but she made my goals feel achievable!

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I wanted to know more about my pension and how to consolidate existing pensions. I wanted to ensure I was paying the right contribution into my pension.

How has Eirin Conesa Holmeide helped you?

Eirin has given me the knowledge and provided me with helpful advice on things I can be doing to improve my financial future such as opening a stocks and shares ISA and advising me on how much I should be putting away in savings each month in order to reach my goals.

Have you seen the outcome you were hoping for?

I think it has given me some good ideas to think about

What could they have done better?

N/A

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Lancashire

What were the circumstances that caused you to initially look for a financial coach?

Received the opportunity through my employer and need help and guidance on planning for the future.

How has Eirin Conesa Holmeide helped you?

Given very clear and throughout advise.

Have you seen the outcome you were hoping for?

Yes - clear goals to aim for.

What could they have done better?

N/A

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Eirin

It was great to do an initial assessment with Eirin, she was very on point and covered all topics that I had interest in discussing, all that in about half an hour.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Eirin

Listened to everything we wanted to achieve and then made some clear recommendations on reaching our goals.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Eirin

She was very informative, knowledgeable and easy to speak to. I look forward to developing a plan with her over the next year.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

To learn more and push me to manage my finances better

How has Eirin Conesa Holmeide helped you?

She has provided advice and planning for how i should use my finances

Have you seen the outcome you were hoping for?

I have only had one session, but positive so far.

What could they have done better?

Nothing

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin provided a well structured meeting and was extremely helpful when discussing how I'll be able to reach my future goals.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Eirin

I had a good experience and felt confident about the advice I was getting.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

It was offered to the employees in my organisation, but was something I was seeking, due to my unique experience of moving abroad from Canada, I constantly was told my situation was complicated and they wouldn't be able to assist me with accounts in two different countries.

How has Eirin Conesa Holmeide helped you?

She helped me by assuring me the plan we're creating includes all of my financials across the two countries and I understand what is the best goal to meet and hit first. I am still looking toward my longterm goals but feel I will be making progress towards everything all at once which feels helpful to have it all in sight.

Have you seen the outcome you were hoping for?

At this stage yes I feel satisfied with the path laid out so far.

What could they have done better?

Nothing to note as of yet.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

Looking to set up a mortgage and also a financial plan for the future, including how to make the best use of savings with investments

How has Eirin Conesa Holmeide helped you?

Extremely clear explanations and guidance on things that I have always found to be a bit impenetrable.

Have you seen the outcome you were hoping for?

Definitely!

What could they have done better?

Nothing.

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Berkshire

What were the circumstances that caused you to initially look for a financial coach?

Our company signed up for Octopus MoneyCoach an Eirin was assigned as my coach.

How has Eirin Conesa Holmeide helped you?

An excellent initial consultation that felt totally personal and that I know will be incredibly helpful.

Have you seen the outcome you were hoping for?

We're still working up the plan - but I'm sure I will.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Eirin

Really good initial meeting. Excited for the next year

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for a financial coach?

Concerns over the costs of living crisis, not feeling like my income is being stretched to persue personal life goals

How has Eirin Conesa Holmeide helped you?

Erin, without judgement, listened with empathy to my financial concerns, and offered a lot of advise based on different scenarios of my life, all actionable, clear and concise steps I can take to fulfil certain goals in my life.

Have you seen the outcome you were hoping for?

Yes, it's left me a bit more confident on what I need to think about a bit more, take my personal finance a bit more seriously in order to help me live with better financial security in the medium to long term.

What could they have done better?

Think she was really great!

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Eirin

Very clear and very professional breaking down the my requirements into manageable steps. Looking forward to securing my financial future.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Eirin

Easy to talk to, understood what I'm looking for and could articulate it back. Felt a good connection, which is important to me.

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Eirin

Knowledgable and professional. Provided concise information. Thank you , looking forward to our next session.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

Maximise potential of my savings and long term financial planning

How has Eirin Conesa Holmeide helped you?

Financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

NA

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for a financial coach?

Having been stuck on a financial hamster wheel of debt - this has now been consolidated and I wish to use my spare funds wisely for my future.

How has Eirin Conesa Holmeide helped you?

We have set goals in place for me to focus on.

Have you seen the outcome you were hoping for?

too early to say as it was only my first session.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

Looking to finance a ground floor extension and simultaneously wanting to have a longe term financial plan

How has Eirin Conesa Holmeide helped you?

Following initial questions to understand my situation provided guidance around financial planning and savings

Have you seen the outcome you were hoping for?

Not yet, we have only had one call

What could they have done better?

Nothing

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Eirin

Great to speak to Eirin. Clear, friendly and made complex stuff sound understandable.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for a financial coach?

I got to trial out the service because I'm launching this as a benefit for the business

How has Eirin Conesa Holmeide helped you?

Eirin has highlighted the areas that I should think about and will be putting together a financial plan for me

Have you seen the outcome you were hoping for?

Too soon to tell

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Eirin

My first impression of Eirin was really positive! She takes a holistic approach and helped me to understand my own goals better.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Eirin

Really positive experience. Eirin took the time to fully understand my financial position and goals. Looking forward to the next meetings with her.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Eirin

I appreciate that Eirin was ready to answer most of questions and help with my concerns. Her answers were clear and she provided a good overview of the areas she could help with.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for a financial coach?

Planning for our future, potential house purchase and investment/savings options.

How has Eirin Conesa Holmeide helped you?

Easy to understand, instantly understood our situation and helped us to realistically plan our future reviewing short and long term goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for a financial coach?

My own money blocks and the affect that they may have as I start to build my business

How has Eirin Conesa Holmeide helped you?

Eirin is meeting me at my level and is able to run with all of the information I have given her and see where I can move forward.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I’ve been feeling as though I am not making the most out of my money

How has Eirin Conesa Holmeide helped you?

She has helped me to think about what I want in life, and set goals which I’ll be able to take seriously. Using specific calculations, I now have clear goals to work towards which makes me more motivated to save.

Have you seen the outcome you were hoping for?

Yes, very insightful

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in West Yorkshire

What were the circumstances that caused you to initially look for a financial coach?

I am looking to save with the intent of buying my first home.

How has Eirin Conesa Holmeide helped you?

Eirin has helped with the initial stages and support and I look forward to working with her further.

Have you seen the outcome you were hoping for?

I am only in the early stages of financial planning with Eirin but so far she has provided everything I need.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Eirin

Eirin was able to speak to me in simple terms about financial issues, and advise on potential actions to take.

Review from verified client

February, 2022

Overall

Value

Advice

Service

Based in London

What were the circumstances that caused you to initially look for a financial coach?

I wasn't sure about my pensions, but she made me understand that pensions are just part of the problem.

How has Eirin Conesa Holmeide helped you?

She helped me understand what my financial outlook is if I remain idle, and used a plan to show how different options could benefit me in the future. She fully understood where I am now and where I want to be in the future. She helped me make a budget and gave me useful tips on immediate

Have you seen the outcome you were hoping for?

Well, I have been shown the outcome that I could expect in the future if all else goes well.

What could they have done better?

I would like to be more "held by the hand", with more explicit advise, e.g. "Use this Lifetime ISA of exactly company X for N years, investing n£ every month. In addition invest N£ using this exact platform. Use this specific savings account and transfer n£ into it every month". This may be an unusual request, and I am not sure if this is even standard procedure for financial coaches.

Review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Yorkshire

What were the circumstances that caused you to initially look for a financial coach?

I want to break, and re-learn healthy financial habits and decided it was time to do something about it.

How has Eirin Conesa Holmeide helped you?

Eirin was very understanding of my current situation and provided helpful, relevant suggestions and information.

Have you seen the outcome you were hoping for?

Yes, and I can’t wait for future improvement with Eirin!

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for a financial coach?

Wedding and Baby on the way, needing to get control of my finances and plan for the future

How has Eirin Conesa Holmeide helped you?

lots of advice on forward planning, clearly showing a small change in increasing your pension/investment contributions can add a huge amount in the long run.

Have you seen the outcome you were hoping for?

yes 100%

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Eirin

Good service, would prefer a video call as my personable. I had to pick not sure on Fees as my work pay for it.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for a financial coach?

I am 56 years old and my son has just turned 18 so trying to change my spending habits and ensure I have enough money to retire and save properly

How has Eirin Conesa Holmeide helped you?

Giving advice about how much I need to be putting away for each element of my life. I like the fact that she does not push products onto me and does not judge my personal situations.

Have you seen the outcome you were hoping for?

So far so good as we have only just started and I already have started changing my mindset and doing a completely new budget

What could they have done better?

Don't know yet and at the moment very pleased

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Eirin

Very helpful, polite and knowledgeable. Went through things in depth and Eirin was very great at answering my questions. Eirin put me at ease and was obviously very passionate about what they do and very well educated on the subject matter.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for a financial coach?

It is a work benefit that my firm offered which I decided to take advantage of.

How has Eirin Conesa Holmeide helped you?

She advised me on the right percentage of pension contributions to make to achieve my preferred income when on retirement. Furthermore, she provided the options available to me when buying a house as a foreigner resident in the UK. She also gave me a projection of how much it will cost to raise my child! (Amazing)

Have you seen the outcome you were hoping for?

Yes. The help Eirin gave me exceeded my expectations.

What could they have done better?

N/A

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Eirin

It was wonderful having a chat with Eirin concerning my financial plan and goals. She was in control throughout the conversation and gave me some useful tips. I enjoyed my session with her. Thanks Eirin!

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Eirin

It was lovely speaking with Eirin. She took the time to understand my needs and I now feel more prepared to start thinking about my future. Thank you :)

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Eirin

Very friendly and professional. Eirin puts you at your ease quickly.