Bindu Santhosh

Review from verified client

February, 2024

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

I had got to a place where I wanted to become more financially secure, I wanted to reduce financial stress and start to move towards getting excited about what is possible. At the time I was trying by myself to start accruing a emergency fund but I felt like I wasn't getting anywhere never mind when thinking about future goals such as buying a house).

How has Bindu Santhosh helped you?

Bindu has been an amazing coach! She has helped me start to feel financially secure, I feel so much more confident when looking at my financial situation since starting working with Bindu. She has help make my dream of buying a house in this broken market start to feel conceivable.

Have you seen the outcome you were hoping for?

Yes, I am starting to become a financially stable. I have been building my emergency fund, Bindu keeps me on track when I get 'bored' with this first goal, but also give solutions for where my motivations lie and has enabled me to keep working to build my financial stability while also starting to work towards my dreams.

What could they have done better?

N/A

Review from verified client

January, 2024

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

I wanted to build a plan to achieve my financial goals, hence the need for a coach.

How has Bindu Santhosh helped you?

Bindu has been very helpful in educating me and my wife on financial planning and making smarter money decisions. Her patient, thoughtful and empathetic approach has been a great help in giving us more confidence and assurance about our financial future.

Have you seen the outcome you were hoping for?

Yes. We are well on our way to achieving some of our financial goals and have a clear path for others.

What could they have done better?

Nothing I can think of.

Review from verified client

January, 2024

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

To take control of financial future.

How has Bindu Santhosh helped you?

Given me lots to think about in terms of how to plan for the future.

Have you seen the outcome you were hoping for?

Not yet.

Review from verified client

December, 2023

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

Offered through work, was looking for a way to get a handle on my finances and plan for the short term and long term future and this seemed to be the best way to do it.

How has Bindu Santhosh helped you?

Bindu has helped me in understanding my current financial situation better and has discussed areas I should focus on in the short term and using the information I have given built me my money plan which will aid me immensely going forward.

Have you seen the outcome you were hoping for?

I have, Bindu has been extremely helpful in advising and discussing my financial situation with me and is always on hand to answer any questions I might have in our sessions and in the future.

What could they have done better?

Nothing comes to mind. Bindu has been a great help and I look forward to our future sessions.

Review from verified client

December, 2023

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

The services were available through my workplace, I thought it would be beneficial for me to consider improving my financial habits so signed up.

How has Bindu Santhosh helped you?

Given confidence in a plan that looks ahead to the future and helped me understand the importance of long term financial planning as well as short term.

Have you seen the outcome you were hoping for?

I've not yet implemented much of the plan due to life events, however intend on capitalising on the next year with the knowledge I have now.

What could they have done better?

A touch-base between each call just to remind of goals or actions.

Review from verified client

December, 2023

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

I needed guidance on my finances and future planning as I had never had any financial education.

How has Bindu Santhosh helped you?

Bindu has helped me to understand my financial future, where it is heading and how it might change based on various factors. She has been clear and open in all of our sessions and always followed up with options going forward and resources on different finance topics.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

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

I wanted to ensure that my money was working for me and I was financially literate and confident.

How has Bindu Santhosh helped you?

Bindu has been amazing, she has provided guidance and information that has enabled me to make some great decisions about my future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

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

I have just recently moved to the UK from South Africa and so struggled controlling my spending and saving. I thought a financial coach would be of help.

How has Bindu Santhosh helped you?

Bindu has helped me set up a savings plan, she helped me control my spending and be cognisant of it and also not feel guilty about a little splurge here and there.

Have you seen the outcome you were hoping for?

Yes I have, Bindu have helped me set up my future financial goals and ways on how to work towards it.

Review from verified client

December, 2023

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

I thought speaking to financial coach is always beneficial in any circumstances. Mine was mainly how to plan for the future.

How has Bindu Santhosh helped you?

To understand the importance of budgeting, planning for the future and what to priorize.

Have you seen the outcome you were hoping for?

Absolotuwly each session with Bidu was insigtful and helpful.

What could they have done better?

none

Review from verified client

December, 2023

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

My job offered a financial coach scheme

How has Bindu Santhosh helped you?

Bindu has given me guidelines on how I could set up my future to better achieve my financial goals

Have you seen the outcome you were hoping for?

so far I am on track

What could they have done better?

Nothing

Review from verified client

October, 2023

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

My lack of understanding initially caused me to look for a coach.

How has Bindu Santhosh helped you?

Bindu has very patiently and concisely has helped me to understand my options when it comes to investing, my pension and help to set achievable goals towards saving.

Have you seen the outcome you were hoping for?

Yes, very pleased with the learning and understanding I have come away with

Review from verified client

August, 2023

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

I wanted to know my options in order to save some tax.

How has Bindu Santhosh helped you?

She confirmed my initial thoughts about how investments of different kind would help me save some tax and she also provided tips and suggestions in general for my financial situation.

Have you seen the outcome you were hoping for?

Just had the first session but yes, my questions were answered.

First impression from a user who is not yet a client

June, 2023

Please provide a brief comment about your experience with Bindu

My first session with Bindu have been enlightening and informational. I now have a clearer idea about the actions that I could take in order to achieve my financial goals. Furthermore, I find that Bindu is a great conversationalist which further adds to her professionalism.

Review from verified client

May, 2023

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

There was an offer through work for a free session and it was something I wanted to do.

How has Bindu Santhosh helped you?

She helped me focus on my goals and both big and small things I could do to achieve them.

Have you seen the outcome you were hoping for?

Small starts. A long way to go.

Review from verified client

May, 2023

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

I just had few changes in my personal circumstances and as I have never spoken to financial adviser, thought it would be useful to gain some knowledge for future planning.

How has Bindu Santhosh helped you?

To understand my finances and how important is to plan / know your budget and how to plan my finances

Have you seen the outcome you were hoping for?

I look at my statements now to see what I spend so I am more in control of my spending.

What could they have done better?

All perfect thank you

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Bindu

Bindu was very approachable, professional and generous with her time and expertise. I really appreciated our discussion, her thoughts, and well written summary Bindu sent shortly after our meeting.

Review from verified client

March, 2023

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

Wanted to take care of my financial future

How has Bindu Santhosh helped you?

Gave me clarity what do I need to focus on first and how long might take to get to my goals.

Have you seen the outcome you were hoping for?

Yes, clarity on priorities

What could they have done better?

Not sure, Bindu was responsive to my questions in the moment

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Bindu

I had a great experience with Bindu. Bindu covered so many areas and gave me great advice and support. I now feel optimistic about my finances rather than overwhelmed and confused.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Bindu

Bindu was extremely personable and helpful. She was meticulous, thorough and provided me with very good, sound advice. We discussed property, pensions and savings and I am now in a position to progress with financial planning. I would definitely recommend Bindu and I hope to meet with her again in the future for regular financial coaching. Thank you Bindu!

First impression from a user who is not yet a client

December, 2022

Please provide a brief comment about your experience with Bindu

I found Bindu very personable, friendly and easy to speak with. I felt relaxed speaking with Bindu and she listened well.

Review from verified client

November, 2022

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

n/a

How has Bindu Santhosh helped you?

Amazing advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing, session was great

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Bindu

A very comprehensive and helpful discussion about my financial position and future.

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Bindu

Very helpful and insightful. Definitely given me food for thought.

First impression from a user who is not yet a client

November, 2022

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Bindu is a patient listener and we had a great first session. I look forward to our future meetings.

First impression from a user who is not yet a client

October, 2022

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I had a very productive financial coaching session with Bindu and would not hesitate to recommend her to others looking for similar finance advisory services.

First impression from a user who is not yet a client

October, 2022

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She is friendly and approachable - she can help you with valuable tips for your spending and savings and helps you have a change in perspective

First impression from a user who is not yet a client

October, 2022

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Bindu was very helpful and informative. She has given me "food for thought"

Review from verified client

August, 2022

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

I am at a situation where my financial stats are changing. I thought it is a good time to get some advice for planning my future

How has Bindu Santhosh helped you?

Bindu has been very calm and patient collecting my data to build up the kind of profile to help me plan my future which in turn will be helpful for my retirement life

Have you seen the outcome you were hoping for?

I am yet to receive the advice which Bindu will build for me in the coming weeks. I am hopeful I will be able to receive the advice that will benefit my

First impression from a user who is not yet a client

August, 2022

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Very knowledgeable and helpful, some good action points to now consider.

First impression from a user who is not yet a client

August, 2022

Please provide a brief comment about your experience with Bindu

I thoroughly enjoyed speaking with Bindu last week. She is clearly hard working and knowledgeable as well as realistic!

First impression from a user who is not yet a client

August, 2022

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Brilliant experience - Bindu made me feel completely at ease and really helped e to think about what's important.

First impression from a user who is not yet a client

July, 2022

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Bindu listened to our needs carefully and presented a range of practical suggestions to improve our situation. She far exceeded my expectations with her hopeful and pragmatic attitude.

First impression from a user who is not yet a client

July, 2022

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Very nice. Didn't hesitate to go a bit over the 30min limit. Good understanding of my situation

First impression from a user who is not yet a client

June, 2022

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Very pleasant engaging lady with good knowledge

First impression from a user who is not yet a client

June, 2022

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Bindu was a thorough professional, listened intently and offered valuable (and understandable) advice

First impression from a user who is not yet a client

May, 2022

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Helpful advice

First impression from a user who is not yet a client

May, 2022

Please provide a brief comment about your experience with Bindu

Excellent communication and in a calm manner . Plenty of options and ideas to improve my financial situation. Excellent value for money !

First impression from a user who is not yet a client

May, 2022

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she is very patient and supportive and quick to pick up on needs.

First impression from a user who is not yet a client

April, 2022

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she was very easy to talk to, willing to answer my questions in her best ability

First impression from a user who is not yet a client

April, 2022

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Really helpful, insightful advice.

First impression from a user who is not yet a client

April, 2022

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I feel so empowered after my initial conversation with Bindu this morning! She is so friendly and knowledgeable and I'm really excited to work together with her to improve my finances!

First impression from a user who is not yet a client

February, 2022

Please provide a brief comment about your experience with Bindu

Had a great conversation about Bindu, who was very attentive and knowledgeable of posisble options available to me.

Review from verified client

February, 2022

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

Saving for buying my first home.

How has Bindu Santhosh helped you?

Informed me more options on how I should save

Have you seen the outcome you were hoping for?

Partially

First impression from a user who is not yet a client

January, 2022

Please provide a brief comment about your experience with Bindu

very friendly