Shah Abbasi

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

Hatch is a free service available to me as an employee at Great Place to Work UK.

How has Shah Abbasi helped you?

Shah was superb from day 1. He quickly set up my long-term plan with short- and medium-term goals plotted in a very realistic way that took into account my personal circumstances at the time (e.g. planning a wedding). He also gave great advice about investing and pensions as I was keen to learn how to prepare for retirement early on. He also set up a couples plan which took into account my husband's income, expenses and savings alongside my own.

Have you seen the outcome you were hoping for?

Yes. I was already quite good at tracking my spending, but Shah helped me find ways to save and to make the most of my personal monthly budget.

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

For a long time, I felt I didn’t have control on my income. I felt I needed more tools and knowledge to have tackle my financials.

How has Shah Abbasi helped you?

Shah was key in implementing a savings plan, analysing how much I should save every month and control my expenses.

Have you seen the outcome you were hoping for?

Absolutely, now I feel I have achieve a healthy financial status and I have an implemented plan that will allow me to continue growing.

What could they have done better?

He was great, he provided me with exactly with I needed and beyond expectation. He gave me a great footprint to continue developing.

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

I was looking for professional advice to help with my approach to saving and investing in order to buy my first house.

How has Shah Abbasi helped you?

Shah provided solid and trusted advice, making me think about those different life considerations and their financial implications which I had not really considered before. Helped give me a greater understanding of my current and potential future financial situations based on different scenarios.

Have you seen the outcome you were hoping for?

Shah has helped me establish a manageable pathway to buying my first house which I should now be on course to achieve in a couple years time.

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

I have, or had no financial "skills" as such, and I was sure where to start.

How has Shah Abbasi helped you?

Shah helped me with where to begin, how to tackle the easy stuff and where to start with building up my savings

Have you seen the outcome you were hoping for?

I am beginging to see the light at the end of the tunnel, so to speak. Ive made cuts to spending in the right places, which has started me on the right track to begining saving more each month.

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

My employer has been trialling Hatch with a small group to see if it is something to roll out across the business. I was one of the lucky ones to be picked.

How has Shah Abbasi helped you?

Shah is a very friendly, knowledgeable person who helped with a variety of things - life insurance, mortgages, wills, as well as day to day budgeting.

Have you seen the outcome you were hoping for?

I was fairly open minded about what Shah would achieve, I had no preconceptions. What Shah achieved on one level was for me to save money, for example on my mortgage. On another level he got me thinking about my finances, where I was spending my money each month and ultimately becoming wiser with my money and again saving.

What could they have done better?

Tough to say as I haven't spoken to any financial advisers before Shah, so haven't really got anything to compare him to.