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Financial Coaching
The MoneyRight Review
A major problem in the financial services industry is that most people do not feel comfortable with their basic financial knowledge.
This issue is not being helped by the Financial Planing industry as most firms do not offer a service for clients who want simple financial coaching/guidance.
At MoneyRight, we can help you even if investing in the stock market is not currently feasible. From budgetting to detailed cashflow reports to give you a clear sense of your overall finances.
We charge £300 for a full fiancial coaching service in which we will speak to you, about YOU and what YOUR concerns are. We will then give some guidance on how you can make things easier for yourself. At a time that suits you, we will then arrange a follow up meeting to check in on how you are getting on.
About This Service
Financial coaching sounds like it should be the starting point for financial advisors when speaking to clients… but sadly regulated advisors are not using their expertise for clients unless they have at time, in excess of £100,000 to invest. This has lead to a spike in unregulated people/”Gurus” in offering some solution.
MoneyRight has addressed this. How can you ever get to a point where you want to invest when you have no proper foundation of knowledge or funds in place to get you to that point.
Book a free consultation and we will make it clear if you will benefit from our financial coaching service.
Why Choose Moneyright?
If you are looking for a financial advisor that you can trust, look no further than MoneyRight. Here are some of the reasons that our clients from across the UK love us:
Financial Coaching
Financial planning should not just be available for individuals with large amounts of funds. We believe EVERYONE should aim to enhance their financial knowledge. Most Advice firms do not offer this service but MoneyRight is not any firm. Contact us today for a free inital chat and we will point you in the direction of a service that suits you for your current objectives.
Financial planning
Investing and Preparing for a fulfilling retirement requires careful planning and strategic foresight. With MoneyRight Financial Planning, you can embark on your retirement journey with confidence. Our personalised retirement planning services are designed to align with your dreams and aspirations, ensuring that you can enjoy your golden years to the fullest.
Home Ownership
We know how daunting it can be to start the journey to buying a home. Finding a home is hard enough but you now need to understand the world of mortgages whilst also insuring your mortgage should the worst happen. At MoneyRight we have the expertise of naviagting this journey for you and you will not only achieve home ownership, but you will also leave with knowledge.
The MoneyRight Review
Our unique financial coaching will help you better navigate the world of finances and specifically, your own finances. We do not provide advice but you will walk away with a clearer understading of your financial path.
- In depth meeting to clarify your own objectives.
- A beter understanding of your own Situation.
- Suggestions to how to improve your circumstances.
- Follow up meeting to check on your progress.
7-Day per week support
You can contact your MoneyRight advisor at any point no matter what our question is. No question is silly and we are happy to help.
Packages tailored around you
Rather than pigeon hole you into an ongoing service package and fee that suits the advisor, at MoneyRight, YOU control what service you receive and what you pay.
No-nonsense fixed fee structure
You will pay for the level of service you want. Just because your investments increase overtime, does not mean your advisor costs should.
Regular reviews and check-ups
Want one review per year? want more? At MoneyRight you can choose a package that suits your own specific requirements.
why should I choose moneyright?
Our Founder Tony has a clear view on how the financial planning industry can better meet the majority of clients needs. Most firms will only speak to clients who have £100,000+, Most firms will charge a % of your funds even though the service normally is exactly the same regardless of investment amount. Most Advisors do not want their clients to have an instantly accessible online platform to view their investments. Tony did not agree withthe way in which financial planning firms in the U.K. normally operate, so MoneyRight was born.
