“It all starts with a desire to understand your finances and take control.”
“Financial coaching is for everyone and can support you with your financial dreams.”
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, values-aligned choices that lead to lasting change.
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 day 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
While financial coaching will not advise you what to do with structured debts, it 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.
Financial Coaching Services
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Standalone Financial Review
Our financial review provides a comprehensive revive 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.
Lastly, you will be provided with a detailed report highlighting what was discussed and providing any actions required for you to achieve your financial goals.
Priced at £349.00 -
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Financial Confidence Silver Package
The Silver Financial Confidence Package includes everything you would receive with the Standalone Financial Review with the following services added to provide further guidance.
Following receiving your financial review report, this package includes a 30 minute follow up call approximately 30 days after your review date to provide any further clarity and review how the first month has progresses.
Furthermore, this package includes a follow up progress review after 6 months. This progress review will analyse the progress you have made over the past six months and make minor adjustments to your goals as required. You will receive a progress review summary following this stage.
Priced at £499.00 -
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Financial Confidence Gold Package
Our top package includes everything covered in the Silver Package, with the addition of a full financial review after 12 months.
This package provides our top level of support and coaching, empowering you with the knowledge and skills you will need to achieve your financial aspirations.
Our Gold package aims to provide you with the guidance and support that will ensure that your new financial awareness becomes second nature for the long term.
Priced at £699.00 -
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Financial Follow Up Review
Following a financial review, it is important to ensure that the actions and goals agreed are monitored and adjusted as required. At Thrive, we have seen the success and peace of mind that comes from staying on top of your finances in the long term, thats why we offer follow up reviews designed to ensure you stay on track for YOUR goals. Typically these reviews would take place 6-12 months following your initial review. However, every individual is different, with their own history and their own goals, so these reviews are flexible to the specific requirements of each client.
Priced at £199.00
