Verified User's Reviews (44)

Personal Finance App by Claro Money

Very professional with tons of knowledge

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

Reviewed on 3rd December 2021
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Reply from

Thank you very much for your brilliant review. Claro Money does not offer any form of financial advice. We offer financial guidance and coaching via our brilliant coaches. We are glad you found the session useful and went away with some actionable clear next steps. Please do contact Stacey about your session (re this review) so we can ensure your takeaways from the session are thought of as guidance and never advice. Best Wishes, Claro Team

Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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
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Personal Finance App by Claro Money

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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Personal Finance App by Claro Money

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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Personal Finance App by Claro Money

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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Personal Finance App by Claro Money

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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