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Most Recent Reviews (4/28)

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Great little app!

Very clear and easy to use. Linked bank accounts for a wholistic overview. However, there can be a slight delay in updating current balances. I had a great coaching session with Mike who provided good practical freely available on the web resources to... Read more

Very clear and easy to use. Linked bank accounts for a wholistic overview. However, there can be a slight delay in updating current balances. I had a great coaching session with Mike who provided good practical freely available on the web resources to aid with financial goal. The information was consistent with information I've received elsewhere. Mike was non-judgemental, understanding and realistic in his approach, which I valued immensely.

Reviewed on 22nd October 2021
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Incredibly Helpful!

I had an amazing chat with Mike yesterday. So kind and understanding, very knowledgeable! Helped me create some short term and mid-term goals and ultimately put my mind at ease about my finances where I've had no peace on this topic for years. The... Read more

I had an amazing chat with Mike yesterday. So kind and understanding, very knowledgeable! Helped me create some short term and mid-term goals and ultimately put my mind at ease about my finances where I've had no peace on this topic for years. The relief I now feel at having a real plan in place to get me back on track, without any of the shame or guilt I've been feeling for so long is immense! Really broke all the topics down into bitesize easy to understand manageable chunks. Even pensions became an easier to understand topic! Will definitely be scheduling in a follow up session in a few months to re-assess and set new goals. It was like having a PT for my finances! Highly recommend this service to anyone that just needs a bit of guidance and push in the right direction without any judgement!

Reviewed on 19th October 2021
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Financial coaching.

This was a really insightful session. Mike was very informative allowed me to state my goals and how I wish to accomplished them. He gave me very good suggestions and links to website that would allow me to start my journey. Thank you Claro and mike

Reviewed on 18th October 2021
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Great coaching session, with loads of value!

I really enjoyed my coaching session with Sarah!... Read more

I really enjoyed my coaching session with Sarah!

Our session included various elements which were very specific to my needs and what I wanted to gain from the coaching. This adds great value because it became very tangible for me - looking at my own particular circumstances.

I especially liked the way Sarah approached things. She comes across in a friendly but professional way, all the while making me feel totally comfortable and relaxed.

Sarah was full of enthusiasm and energy, and it really made the whole session so brilliant!!

Thank-you Sarah!!!

Reviewed on 18th October 2021
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