Amazing

Great for saving and managing money

Reviewed on 13th January 2022

Harrison Summers

Personalised Financial Support

Sarah was brilliant and went the extra mile to help me understand how I could get on top of my finances, something. She made something that I usually feel quite overwhelmed by feel manageable.

Reviewed on 9th January 2022

Verified User

Highly tailored and useful session!

Mike was brilliant, checking in with me before our session to see what my goals were and helping me figure out what to prioritise to begin with. He really took on board my individual circumstances and tailored his coaching accordingly. As well as... Read more

Mike was brilliant, checking in with me before our session to see what my goals were and helping me figure out what to prioritise to begin with. He really took on board my individual circumstances and tailored his coaching accordingly. As well as offering information on budgeting tools and working out what debts to repay in what order, he was very encouraging and reassured me I already had some good methods going on, which was really motivating. My financial circumstances changed within days of our session due to landing a new job so I haven't yet put into place everything we discussed, but I definitely feel like I have a really stable foundation upon which to now build and much more confidence to do so. I wouldn't hesitate to recommend a coaching session to others!

Reviewed on 14th December 2021

Verified User

Wish they taught these things in school!

Really insightful and friendly session - Sarah B was a dream to work with. Money talks are notoriously uncomfortable (although I think this is a norm that needs to be dismantled), but my session with Sarah gave me the tools and confidence I need to... Read more

Really insightful and friendly session - Sarah B was a dream to work with. Money talks are notoriously uncomfortable (although I think this is a norm that needs to be dismantled), but my session with Sarah gave me the tools and confidence I need to smash my goals. Forever grateful!

Reviewed on 6th December 2021

Verified User

Very professional with tons of knowledge

Put at ease with talking about my issues and very understanding.

Reviewed on 3rd December 2021

Verified User

Useful session for insight into finance management!

Mike - our finance coach; gave us a really well tailored session looking into how we can maximise our finance management. This was a really effective approach in helping us to prioritise and shift our perspective!

Reviewed on 1st December 2021

Verified User

Investment and savings

Gained more knowledge about investing than I expected. Really useful talk and feel more prepared to plan my goals. Much appreciated the help of Mr Mike Barrow. Thanks

Reviewed on 1st December 2021

Verified User

Very helpful

The coaching session was really helpful, with provision of docs that help keep expenses and savings in order.

Reviewed on 30th November 2021

Verified User

Great free financial advice

Stacey was insightful and provided valuable feedback to back up some of my assumptions and offer some great new ideas. Highly recommended

Reviewed on 28th November 2021

Verified User

Wonderful Thought Provoking Experience

Stacey provided a valuable experience, she helped me focus on the right areas for my needs and provided some really useful links for me to further research that can guide and help me to choose the right products to make my money work smarter for me.... Read more

Stacey provided a valuable experience, she helped me focus on the right areas for my needs and provided some really useful links for me to further research that can guide and help me to choose the right products to make my money work smarter for me. Claro offer a product and experience that seems unique, helpful, focussed and invaluable. Many thanks.

Reviewed on 25th November 2021

Verified User

Taking the pain out of my finances!!!!

Mike helped me to drill down the steps I need to take to give myself financial security and reduce my debts to zero.

Reviewed on 24th November 2021

Verified User

Great financial summary

Sarah provided a really helpful summary and coaching for me to start to put together a plan to think about my financial goals. I would definitely recommend!

Reviewed on 22nd November 2021

Verified User

Must try service

I spoke to Sarah yesterday and despite me feeling like I have a fairly sound financial plan, she helped me identify some key milestones in the coming years and the financial implications of those milestones that I had not even thought of. I used this... Read more

I spoke to Sarah yesterday and despite me feeling like I have a fairly sound financial plan, she helped me identify some key milestones in the coming years and the financial implications of those milestones that I had not even thought of. I used this service to just see what it would be like and got real value out of it so I couldn't fault any of it.
Final massive thanks to Sarah who I couldn't recommend highly enough.

Reviewed on 19th November 2021

Verified User

Resourceful!

The session was super informative and helped me clarified my goals and my questions I had about how pensions and taxes worked. Highly recommend!

Reviewed on 16th November 2021

Verified User

Nerves calmed and plans made

Sarah was very patient and calm listening to my ramblings; I had no idea if I have been on the right track with my new-found plan to organise my finances, so i just unloaded everything i had learnt from conflicting Youtube videos and word-of-mouth.... Read more

Sarah was very patient and calm listening to my ramblings; I had no idea if I have been on the right track with my new-found plan to organise my finances, so i just unloaded everything i had learnt from conflicting Youtube videos and word-of-mouth. She had clearly seen this before.
So, Sarah squashed my panic about and debt and helped me lay out the all important goals and pragmatic steps to get to them. It seems so simple now, moving forward I would like to have regular coaching sessions, both to ask the burning questions the internet confuses me on and also to hold myself accountable to the actions I said I'd take.
10/10 - Would recommend!
Thanks.

Reviewed on 15th November 2021

Verified User

Excellent coaching session

Sarah reviewed my financial situation extremely well, took on board my ideas and gave excellent suggestions which will help me manage my finances in future. A very worthwhile 45mins

Reviewed on 15th November 2021

Verified User

Knowledgeable, forthcoming and great!!

Fabulous, engaging, and well worth the time if you need and want to fulfil your long term financial goals. The rapport built up with Sarah in the first instance, was key to helping me use tools I needed to start moving forward.

Reviewed on 12th November 2021

Verified User

Focus and understanding

We had Sarah for a financial coaching session and she was fantastic. She asked relevant questions to help us identify our priorities and helped us to set goals for the future. She was focussed, non-judgemental and understanding and sign-posted us... Read more

We had Sarah for a financial coaching session and she was fantastic. She asked relevant questions to help us identify our priorities and helped us to set goals for the future. She was focussed, non-judgemental and understanding and sign-posted us towards lots of useful information. Thank you very much!

Reviewed on 10th November 2021

Verified User

10/10

Brilliant app, very easy to use and offers a range of easy-to-understand financial guides and investment products. That said, the standout point for me is the availability of a free financial consultation session with Mike B., in which I had a chance... Read more

Brilliant app, very easy to use and offers a range of easy-to-understand financial guides and investment products. That said, the standout point for me is the availability of a free financial consultation session with Mike B., in which I had a chance to discuss my immediate financial goals and undertake a “health check” of my finances. Mike was very helpful, provided detailed guidance in relation to my specific queries (which I’d sent prior to the sessions), and promptly followed up after the session with an email containing various useful links related to the topics we discussed.

Tl:dr - a great app for
millennials, 10/10 (and I’ve already recommended this to a few friends)

Reviewed on 5th November 2021

Verified User

Great explanations & helpful insights

My session was very helpful and full of useful actions plans to get my finances in order and start thinking positively about money, saving and investing.

Reviewed on 27th October 2021

Verified User