Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 1 )

Investments and Savings ( 1 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£100k - £200k ( 1 )

Client reviews

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Neath Port Talbot

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

We were offered Octopus financial coaching at work within our benefits package

How has Ali Poulton helped you?

I’ve been working with Ali for 18months and she has helped me no end! I’ve paid off large debts, feel a million percentage more knowledgeable about my finances now and what I want to do in the future. Ali asks me questions that make me question myself and my goals have changed considerably since we first started talking. I made huge changes within the first 6 months of coaching and now making more considered decisions based on knowledge and research. I really don’t see me not needing Ali for many years to come!

Have you seen the outcome you were hoping for?

I’d never had a financial coach before so had no expectations. I honestly didn’t think I would be debt free for a long time so the outcome so far has exceeded my expectations.

What could they have done better?

Nothing

First impression from a user who is not yet a client

September, 2022

Overall

Please provide a brief comment about your experience with Ali

My initial session with Ali has been a very positive experience. She was able to understand my financial situation and needs and give corresponding advice.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Ali

Ali was very patient with me (especially when it came to light I had not given correct info beforehand), gave great ideas and made me think about what I really want to acheive.

First impression from a user who is not yet a client

July, 2022

Overall

Please provide a brief comment about your experience with Ali

Ali was incredibly friendly and welcoming. I felt very comfortable talking about my finances.

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Ali

Really lovely and helpful first session. Thanks Ali

Ali's reply

Thanks Dale, lovely to meet you and hopefully get working together soon. Ali

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Ali

Very knowledgeable and friendly. I like her pragmatic approach.

Ali's reply

Thank you Gabriel, I really appreciate that positive feedback.

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Ali

Ali was professional and provided relevant and accessible advice

First impression from a user who is not yet a client

May, 2022

Overall

Please provide a brief comment about your experience with Ali

very informative and effective

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Ali

poor call due to meeting recording requirement. This should be clear from the start that the meeting will be recorded. I don't feel comfortable having a recorded video with all my financial details.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Ali

Easy to talk with and very clear on what she is able to do and how she can work with you

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Ali

friendly and professional, clearly an expert and provided sound advice for me.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Ali

Ali was approachable, clear and helpful.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Ali

It was excellent ! She asked the right questions triggering more reflection and awareness of how it is important to plan. She also provided possible solutions which I think are worth exploring. Did not see the time passing by !

First impression from a user who is not yet a client

March, 2022

Overall

Please provide a brief comment about your experience with Ali

Personable and knowledgable- really engaging session

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Ali

Ali was very friendly and personable, easy to talk to and had great feedback and relevant suggestions for moving forwards.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Ali

Really friendly and easy to talk with.

First impression from a user who is not yet a client

February, 2022

Overall

Please provide a brief comment about your experience with Ali

Extremely helpful and provided me with a lot of information and options.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Ali

Very very useful and lovely to chat to, looking forward to my plan and our next call!

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Ali

What a great session! Thanks for your clear and thoughtful explanation of the service, left feeling hopeful and understood.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Ali

Very personable and brought some things to light that I hadn't thought about.

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Ali

Very relaxed and informative call with Ali; outlining the process and options with no 'hard sell'. Lovely to meet you Ali!

First impression from a user who is not yet a client

November, 2021

Overall

Please provide a brief comment about your experience with Ali

Ali was very helpful and easy to talk to.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Ali

Ali was very easy to talk to.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Ali

Ali was lovely, friendly and helpful

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Ali

Clear explanation based on the real financial data

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Ali

She's good! Asking great questions and she listened really well to what my situation is/was and where I wanted to get to. Then her advice was really helpful. I'd recommend her?

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Ali

Ali was a great and helping us understand the coaching service and was able to quickly determine what our Most important needs were.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Ali

Ali is very friendly, knowledgeable, and always willing to help where she can.

Ali's reply

Thank you Ricky. I really appreciate the feedback. All the best, Ali