Useful answers
Frequently asked questions
How do I know which session to book first?
Almost everyone starts with the money clarity session. It puts income, fixed costs and balances in one place, and the written summary usually makes the next service obvious.
Are the published prices final?
Yes, for the scope described on the services page. If a session runs into work that is genuinely outside it, the extra is agreed and priced before anything else happens.
What should I bring to a first session?
Three months of current-account statements, a list of balances and interest rates, and a recent payslip. Nothing is uploaded through this website; documents are exchanged by the route agreed when you book.
Do you sell financial products or manage money?
No. This is coaching only. Nothing is sold, no commission is taken, and no investment, pension, insurance, tax or mortgage advice is given at any point.
Can I ask for a particular coach?
Yes. Name the adviser in the enquiry and we will confirm who is available. If a colleague is a better fit for the question you are bringing, we will say so.
Does this website confirm an appointment?
No. The form sends an enquiry. A session is confirmed by reply, with the time, the fee and what to bring set out in writing.
How are changes or cancellations handled?
Call the office or use the contact form. A session moved with at least a day’s notice is rebooked at no charge.
Where can I read the privacy information?
The privacy page sets out what the contact and subscribe forms collect, why it is collected, how long it is kept and how to ask for it to be removed.