"After an initial discussion we'll decide together what will work for you"

financial coaching…

empowering people in money matters

Financial coaching services

Wise Monkey offers financial coaching for individuals and small groups of like-minded people. We also specialise in running a variety of services for organisations. Previous clients include Camden Community Umbrella, ISG InteriorExterior plc, Islington Enterprise Agency, Lambeth College, Grey London and Sure Start.

As individual as you are
After an initial discussion we'll decide together what will work for you. The service is completely flexible - you choose whether you would like a single consultation or a series of meetings over a number of months.

We’ll do our best to arrange sessions at a time to suit you, and you can choose whether you’d like to talk face-to-face, on the phone or by email. To help you budget for our services you can choose from one of our retainer packages or simply pay by the hour.

Small groups, shared goals
We also offer financial coaching for small groups of friends or colleagues with similar needs. For instance, you may want to understand how mortgages work or discuss alternative options for savings. Shared coaching helps spread the cost and many people find that it's a great way to learn.

Training for organisations
Wise Monkey runs a range of seminars, workshops and courses on specific aspects of finance and money. We can also provide bespoke training on almost any aspect of finance. Please call us to discuss your needs.

Staff packages
Removing the stress of money worries is a great perk to give your staff. For example, we can run drop-in clinics at your place of work, or we can organise individual financial-coaching sessions by phone or face-to-face, at your convenience. Get in touch to find out how you can include the Wise Monkey service as part of your staff package.

the path to financial freedom