Welcome to The Money Panel

Expert financial coaching led by a qualified financial planner

Financial coaching and education for the start of your wealth journey
Go to Your Money Behaviours and habits

Your Money Behaviours and habits

Make better financial decisions by understanding and taking charge of your money attitudes and motivations. This service is a favourite amongst many of our clients. ​ During this session, we look at: – What tools and resources can help put you in control. – Completion of the ‘Money Habitudes’ quiz to identify your money habits, understand your strengths, any barriers and how others see you. – A take away personalised action plan. ​

Go to Understanding Financial Products

Understanding Financial Products

Want to understand how to invest? This coaching session helps to unravel the complexity of financial products by talking through the pros and cons of different products like Pensions and ISAs. ​

Go to Budget Like A Boss

Budget Like A Boss

Get on track and manage your money better. We introduce you to different tools to help you manage and control your money. We help you analyse your income and outgoings and prioritise them together. We provide expert coaching about budgeting topics and give you proven steps to get the best deals.

Go to Create a ‘Forward Planning Financial Plan’

Create a ‘Forward Planning Financial Plan’

This is a plan to get you to your future goals faster and easier! Help you plan for the unexpected as well as the expected. Gain better clarity and financial independence. We will: -Analyse your monthly spending and income -Discuss your existing savings plans, investments, pensions and debts -Determine your lifetime goals and help you to plan them over the short, medium and longer term. -Provide you with a personalised Financial Plan that shows you if you are on track – Receive a personalised forward planning forecast and action plan. ​

Why The Money Panel is different

Perhaps you are on the start of your journey to plan for a beautiful financial future but need help getting there. The Money Panel offers real people real guidance about how to be financially secure. If you are looking for an easy no jargon approach to money, then you are in the right place!
We believe everybody should have access to expert guidance no matter how much money they have
  • We provide you with expert money guidance so that you can make your own financial decisions. We do not provide financial advice.

  • We have made The Money Panel as lean as possible so we price our services at an unbelievable low rate

  • Unlike typical financial advice, you do not have to have a minimum amount!

  • We pride ourselves on explaining money matters in plain english

How we have helped increased our clients confidence with money

Try us out for free - Give us a call and the first 30 minutes is on us.

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