Coaching
We offer one-to-one financial coaching sessions for clients who are seeking general guidance or want to learn more about how to effectively manage their own hard-earned savings and wealth.
Book your session now using the link below!
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Uncategorised
Financial Coaching Session (1hr)
Online one-to-one financial coaching session – includes FREE guide to fund investing & our latest newsletter issue.
We CAN offer:
- Opinions – on the current macroeconomic environment, financial markets, and investments.
- Information – on the financial markets and specific investment ideas.
- General Guidance on investing
We CANNOT offer:
- Personalised financial advice – you must consult a qualified financial advisor for personalised financial advice.
- Recommendations – to buy or sell any particular financial instrument or asset.