“It all starts with a desire to understand your finances and take control.”
“Financial coaching is open to everyone and can support you with your financial goals.”
OUR MISSION
At Thrive, our mission is to empower individuals to take control of their financial future by increasing their financial knowledge and helping them understand the emotional drivers behind their financial decisions. We believe that true financial wellness begins with both education and self-awareness—enabling our clients to make confident, informed choices that lead to lasting change and money confidence.
Who can benefit from Financial Coaching?
Taking Control
Financial coaching is a fantastic tool that can help clients who want to better understand their relationship with money and wish to make more informed decisions with their finances. Working with a financial coach will provide you with the knowledge and skills needed to gain the peace of mind that comes with financial control.
Getting on the Property Ladder
Financial coaching can support individuals or couples who are wanting to get onto the property ladder by providing the factual knowledge around the different savings options, mortgage options and property market. Furthermore, a financial coach will help you to understand how to work towards your goal.
Changing Situation?
There are many situations in life which cause financial change, this could be inheritance, separation, new partners, changing careers, having children or grandchildren, or even relocating.
These life changes will often cause financial change and confusion, which can lead to uninformed decisions being made through lack of understanding and knowledge, emotional responses or a mixture of both.
Financial coaching can support individuals through these sometimes financially challenging times.
Understanding Debt
Financial coaching will help you understand the debts you have, what the different types of debts are, and how you can move forward.
Changing Income level
An increase in income level can be a fantastic opportunity for an individual to put themselves in a stronger financial position if managed correctly. Financial coaching can help people understand why they make the financial decisions they do, and help create new focused habits.
Furthermore, a reduction in income can be a scary time for many. Financial coaching can help provide clarity and support with budgeting, planing and understanding.
Financial confusion or overwhelm ?
Financial confusion and or overwhelm are two of the most common reasons for people to seek out a financial coach.
These are common and in many cases unnecessary feelings that can be worked through by gaining proper understanding and control of your finances.
Our Services
Financial Confidence Package— £599
Our financial Confidence package provides a comprehensive review of your personal finances and financial habits.
This service includes a review of your financial services, such as your bank account, debts or insurances. This will allow the review to be tailored to your specific financial circumstances.
You will then hold a comprehensive in person* or Virtual review. During your review, we will aim to better understand your financial habits and behaviours, grow your financial knowledge and understanding and ultimately empower you to set and work towards your own personalised financial goals.
Following your review, you will be provided with a detailed report highlighting what was discussed and providing any actions required for you to achieve your financial goals.
This package also provides a comprehensive follow up review approximately three months after your full coaching session. This session allows time to review your adjustments and how you have adapted to them over the past three months.
Initial suitability call
Documentation and situation review
90 min coaching session to understand you and your finances
Personalised report creation
1h Coaching session to talk through your personalised report
Review call, to assess how you are finding your personalised plan
1h Coaching session approximately 3 months following your initial session.
Learn To Thrive Package — £1,099
Take control of your financial future with our Learn To Thrive package. Our premium service offers all of the benefits of our Financial Confidence package including a comprehensive initial review and coaching session, coupled with ongoing support for the next 12 months.
You will receive tailored guidance and support to compliment your review plan and start you on your way to financial clarity.
This package offers ongoing support through a further 3x1hour sessions, designed to ensure that you receive the ongoing guidance and support to ensure that you turn your financial goals into a reality.
Talk to the team today to start your financial wellness journey!
Initial suitability call
Documentation and situation review
90 min coaching session to understand you and your finances
Personalised report creation
1h coaching session to talk through your personalised report
Review call, to assess how you are finding your personalised plan
1h coaching session approximately 3 months following your initial session.
3x 1h additional coaching sessions to be taken within 12 months of the initial coaching session