"Wise Monkey can be your sounding board on anything financial"

financial coaching…

empowering people in money matters

How we can help

Financial coaching is something you'll benefit from, whatever your circumstances. We will help you focus on your goals and streamline your financial commitments so that your money - however much or little of it you have - really begins to work for you.

Click on the links below to see examples of the types of services we offer.

 

Sensible spending and better budgeting
Money worries plague some people day in, day out. Facing up to these concerns can be difficult: you may be locked into a cycle of spending from which you can't break free; or you might simply not be able to make ends meet with what you've got coming in. Whether you're a high or a low earner, Wise Monkey can coach you into new habits, so that the stress of these worries becomes a thing of the past.

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Money and relationships
Money is often a flashpoint for couples. You may be talking about joining your finances, or separation and divorce could be on the cards. Or it may simply be that your emotional relationship to money and your financial priorities are different to your partner's. Wise Monkey can facilitate your discussions, offering objective and expert advice so that, whatever happens, money issues never cloud the picture.

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Time for a financial health check?
Ever wondered how healthy or unhealthy your finances really are, but don't want to go to the expense of hiring a financial adviser? Wise Monkey can review your position and offer advice on what you've got covered and suggest areas that may need attention. We can also show you how to save money by buying financial products online, cutting out most of the commission you might have to pay a financial adviser.

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Understanding financial products
Everyone seems to know the ins and outs of the latest mortgages, what stakeholder pensions are, and why ISAs are so good…except you. An hour with a financial coach can be enlightening - you'll learn about the pros and cons of financial products without any of the pressures of a sales pitch. We'll also show you how to do your own online finance research.

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We'll take the strain
Money savvy but time poor? You may be up on financial issues but, if you don't keep things in check, your accounts, budgets and plans can quickly suffer. Wise Monkey can tailor-make systems to keep you financially fit. We'll take your bank statements and analyse your spending, keep you up-to-date with the latest money-saving ideas, and we can even do your bookkeeping. In short, we'll do the work so that you don't have to.

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Let us be your sounding board
If you're thinking of buying a second property, investing some money or going freelance, it often helps to discuss the pros and cons with an expert. The trouble is, experts may have a hidden agenda or cost the earth. We don't. Wise Monkey can be your sounding board on anything financial - we'll highlight the things you need to think about and outline the different options available. And we're well connected: if you need additional services we can always recommend tried and trusted professionals from our network of associates.

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the path to financial freedom