Expert financial coaching led by a qualified financial planner
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.
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.
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.
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
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