Personal Finance Society - Associate Firm

London Institute of Banking & Finance - Accredited Training Programme

Initiative for Financial Wellbeing - Accredited Training Programme

Firm is FCA Regulated

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First experiences with financial coaches at this firm are 100% positive

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Octopus Money

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with setting specific financial goals, seeing how close you are to achieving them and forming a plan to get on track; whether that is planning for an early retirement or planning to buy your first home.

Financial Mentoring gives you practical tools to help you make decisions. For example, setting a budget, assessing how much investment risk you are willing to take, or using a mortgage calculator to arrive at the best mortgage approach for you.

Through the process of being asked insightful questions, financial coaching helps you develop a better relationship with money, feel calmer and more in control, and build habits that can help you achieve your financial goals.

Octopus Money

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